Run your business from one connected workspace.

Company records, contacts, and full history — together.

• Company records with address and notes
• Up to 3 named contacts per client — email, phone, and title
• Lead, active, and churned status
• Every connected job, invoice, and proposal on the client record

Build the scope and the price, then track the answer.

• Itemized line items, add-ons, and images
• Branded proposal emails with PDF download
• Accepted / declined lifecycle — accepted terms are locked in
• Convert an accepted proposal into a Job or an Invoice
• Clear proposal numbers (PROP-1023) on every document

From booking to done, every job has a home.

• Pipeline board: unscheduled → scheduled → in progress → on hold → completed
• Date-based scheduling — jobs belong to a day
• Primary assignee plus additional team members
• Checklists, notes, files, and photos on every job
• Job costing and profitability on Pro-Pack
• Completed-job workflow: team notification and customer thank-you prompt

Line items decide the total. Customers pay you directly.

• Itemized invoices — line items always determine the total
• Due dates and draft → sent → paid → overdue lifecycle
• Recurring invoices on weekly, monthly, or longer schedules
• Branded invoice emails with online payment links
• Payments deposit directly to your own Stripe account
• Payment reminders for overdue balances

See the week, and never miss what comes next.

• Week calendar of scheduled jobs
• Google Calendar sync for your schedule
• Reminders attached to clients, proposals, invoices, and jobs
• Dashboard view of what needs attention today

Just tell Kia what to do — she runs the workflow with you.

• Create and update records in natural language
• Guided workflows for invoices, jobs, and clients
• Contextual awareness of the page you're on
• Opens records and navigates the app for you
• Sends invoices and reminders — always with your confirmation
• Typed chat and live voice sessions

Invite your crew and keep permissions clean.

• Owner, admin, and member roles
• Job assignments with modify rights for assigned teammates
• Seats included by plan — 2, 5, or 10 users
• Job costing and financials stay owner/admin-only