✓
AI quote generation
Line items, milestones, and pricing from a single description
✓
AI contract generation
Full contracts drafted from your client and quote context
✓
AI Profitability Engine
Chat with AI about margin, costs, and pricing on every quote
✓
Voice-to-text line items
Dictate quotes and invoices hands-free, up to 2 minutes per take
✓
Line item repository
Reuse common items with smart search and usage tracking
✓
Quote versioning
Save multiple versions and revise without losing history
✓
Native & Stripe invoices
Send simple invoices or Stripe-powered invoices with payment links
✓
Recurring billing
Monthly or yearly subscription invoices via Stripe Checkout
✓
Payment links via email or SMS
Send a one-tap payment link through whichever channel the client prefers
✓
Branded PDFs
Professional PDFs for quotes, invoices, and contracts with your logo
✓
Discounts, taxes & milestones
Flat or percentage discounts, taxes, and milestone-based payment schedules
✓
Digital signatures
Two-party signing — clients sign from any device, no app required
✓
Template library
Upload your own templates or start from provided ones
✓
Document attachments
Attach files and merge into a single signed PDF
✓
Status tracking
Draft → sent → signed, fully visible at every stage
✓
Quote-to-project conversion
Convert quotes to projects with milestones intact
✓
Project expenses with receipts
Log expenses by category and snap receipt photos for every entry
✓
Job photos
Capture before/after photos and store securely in the cloud
✓
Financial overview per project
Revenue vs. expenses, milestone payments, and profitability at a glance
✓
Multi-view calendar
Day, week, and month views with hourly slots and team color coding
✓
Confirmation SMS
Automated appointment confirmation texts to clients
✓
"On the Way" notifications
One tap sends client SMS plus push to every crew member's phone
✓
Crew assignment
Assign team members and filter the calendar by crew
✓
Time tracking
One-tap clock in/out, daily and weekly summaries
✓
Team management
Invite members, assign roles, scale up to 15+ users
✓
Role-based permissions
Granular permissions for quotes, invoices, projects, and team
✓
Client database
Contacts with full job, quote, invoice, and contract history
✓
Universal search
Find clients, quotes, projects, contracts, and jobs from one screen
✓
Profitability Engine
AI margin analysis with recipe-based costing and crew rate inputs
✓
Monthly expenses tracking
20+ overhead categories from salaries to software to fuel
✓
Insurance & permits
Upload, store, and reference policies and licenses in one place
✓
Business health dashboard
Revenue KPIs, trend charts, conversion tracking, and invoice status
✓
Stripe Connect
Accept credit cards, Apple Pay, and Google Pay through invoices
✓
Push notifications
Real-time alerts for appointments, payments, and team updates
✓
Bank-grade security
AWS encryption, Cognito auth, and PCI-compliant payment processing
✓
Company branding
Logo, license, and insurance details on every document