Project
Planned work that takes one day or spans several days.
How it works
Scheduling to Invoice
Schedule the work, capture what gets done, and send an invoice—all from the same workspace.
1
Schedule work
Choose an existing customer or add a new one without leaving scheduling. Pick the work type, set the date, and assign yourself or a team member.
2
Complete the work
Open the scheduled work and add notes, photos, and completion details. Mark finished jobs or service visits complete so they are ready for invoice review.
3
Create and send the invoice
Review completed work, confirm the items and prices, and create the invoice. Share it with the customer, then record payment when it arrives.
The kind of work
Four ways to schedule. One connected flow.
Service call
Repair, troubleshooting, or emergency work that needs a service visit.
Estimate visit
Meet the customer and prepare a price for work they are considering.
Recurring service
Repeat visits on a weekly, every-other-week, or monthly schedule.
In the office
It's the same workspace.
Sign in with the same email, choose the same business, and what was saved on the phone shows up on its own when there's a connection. No pairing code, no sync button.
Tools
Tools you turn on when you need them.
Not everything has to be switched on from day one. As the owner you decide what appears in your workspace.
Suppliers
Vendor and subcontractor contacts in one place.
Tasks
A separate list alongside jobs.
Reports
Simple all-time totals for reviewing your work.
Work checklists
Steps that copy themselves into every matching job.
Hiding a tool never deletes what you already saved.
Need accounting files? Download QuickBooks Online export files and a separate payment reconciliation report when you need them.
About routes: routes are an optional add-on for businesses with crews. Plan availability will be listed before signup opens. The standard flow of customers, calendar, jobs, billing, and field work runs without routes.