Track leads from first contact to won — then convert to a customer & estimate.
Everything that needs a nudge — overdue invoices, estimates awaiting a reply, and approved jobs ready to bill.
| Name | Phone | Address |
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| Name | Category | Unit | Cost | Description |
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Reusable optional add-ons, grouped by category. These appear when you tap “+ Upgrade” on an estimate section.
Set up the stores where you buy materials. Each one shows a quick lookup link on every catalog item — it copies the item description, then opens the store so you can sign in and check your price. Use {q} in the URL where the item name should go (leave it out to just open the site).
Override the default for a category — e.g. buy Roofing from a roofing supplier. Items in that category show this supplier's link instead of the defaults, in both the catalog and estimates.
Import pre-built items into your catalog, priced for your region. Costs are automatically adjusted based on your state.
Connect your QuickBooks Online account. Invoices you send will appear in QuickBooks as outstanding, and payments recorded here will update QuickBooks automatically.
Your business at a glance — revenue trends, receivables, pipeline, and top customers.
Business info, address, payment integrations, CardConnect.
Manage your catalog items, categories, pricing.
Import pre-built regional items by category. Set your state first for adjusted pricing.
Export a full backup of your estimates, customers, invoices, catalog, and expenses.
Product-owner view across all companies. Business metrics only — no customer personal information is shown here.
| Company | Users | Customers | Estimates | Invoices | Billed | Collected | Joined |
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