Review invoiced totals, profit, overdue invoices, expenses, mileage, and pending estimates.
Open common business tasks directly from the dashboard.
Review customer contact information, revenue, and account actions.
Create a customer record with contact, address, and payment details.
Open a customer record to view contact details and invoice history.
Let customers request a service date and time through your booking page.
View scheduled appointments across your entire month.
Manage appointment details, assignments, work orders, and customer updates.
Print a work order with the appointment and job details your team needs.
Keep frequently used services and labor ready to reuse.
Create reusable labor and service entries for future jobs.
Search inventory and monitor stock and reorder levels.
Add inventory items with pricing and stock-level settings.
Search estimates and review their current status at a glance.
Manage an estimate, share its link, or convert it into an invoice.
Copy an estimate link and share it by text or email.
Present customers with a clear, branded estimate.
Search invoices and see customer, payment, and viewing status.
Manage an invoice, share its link, or record and accept payment.
Copy an invoice link and share it by text or email.
Send customers a clear invoice with balance and payment status.
Search recorded expenses and open their receipt details.
Record an expense and attach a receipt photo or file.
Record business mileage using addresses or odometer readings.
Review quarterly tax estimates, recorded sales tax, and due dates.
Review annual income, deductions, estimated taxes, and net profit.
Open accounting, tax, expense, mileage, and audit reports.
Manage business settings and export your data from one place.
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