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AI-powered quote generation
Line items, milestones, and pricing from a description
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Voice-to-text input
Dictate quotes and notes hands-free
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Invoicing & Stripe payments
Create invoices, collect payments, track balances
✓
Branded PDF documents
Professional PDFs for quotes, invoices, and contracts
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Email delivery
Send documents via professional HTML email templates
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AI contract generation
Generate from templates with AI content suggestions
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Digital signatures
Clients sign from any device, no app required
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Document attachments
Attach files and merge into signed PDFs
✓
Project tracking
Milestones, status tracking, quote-to-project conversion
✓
Expense tracking
Log expenses with receipt uploads per project
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Financial overview
Revenue vs. expenses, profitability at a glance
✓
Multi-view calendar
Day, week, and month views with hourly slots
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Automated reminders
Email and SMS appointment confirmations
✓
Crew assignment
Assign team members to appointments
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Time tracking
One-tap clock in/out, daily and weekly summaries
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Team management
Invite members, assign roles, manage permissions
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Client database
Contact info, job history, quotes, invoices, contracts
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Role-based permissions
Owner, Admin, and Team Member access levels
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Business health dashboard
Revenue KPIs, trend charts, conversion tracking
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Social media posting
Post to Facebook and Instagram from the app
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Job photos
Capture, attach, and store photos in the cloud
✓
Global search
Find clients, jobs, quotes, projects, and contracts
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Stripe Connect
Accept credit card payments through invoices
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Bank-grade security
AWS encryption, Cognito auth, PCI-compliant
✓
Company branding
Logo, license, and insurance on all documents