Dashboard
Active Projects
0
in progress
Open Estimates
0
awaiting approval
Outstanding
$0
0 unpaid
Clients
0
on record
Recent Projects
Unpaid Invoices
Clients
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NamePhoneEmailAddressFilesJobs
Client
ProjectStatusMeasurementsEstimatesInvoices
Contact Info
Summary
Projects
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ProjectClientStatusMeasurementsFilesEstimatesInvoices
Project
Estimate #DateTotalStatus
Project Info
Client
Financials
Estimates
All quotes across all projects
Estimate #ClientProjectDateTotalStatus
Estimate Details
Line Items
DescriptionSize Qty Item Cost Total
Subtotal$0.00
Sales Tax (8.375%)$0.00
Total $0.00
Notes to Client
Live Preview
Invoices
Track payments and balances
Invoice #ClientProjectDateTotalStatus
Pipeline
Drag jobs between stages or use the move button
Audit Log
Every change made in the system
Reports
Revenue and performance overview
Total Revenue
$0
all paid invoices
Outstanding
$0
unpaid
Avg Invoice
$0
per invoice
Active Jobs
0
in progress
Monthly Revenue (Paid)
Jobs by Stage
Top Clients by Revenue
ClientInvoicesTotal InvoicedTotal Paid
Measurements
LabelWidthHeightNotes
Line Items
DescriptionQtyUnit $Markup%Total
Subtotal$0.00
Tax (8.875%)$0.00
Total$0.00
📧 Send to Client
💡 Copy and paste, or click Open in Mail.
📎 Attach File
⚙️ Settings
Pick your company brand color
Customize your job pipeline stages. These appear on all projects.
Save your common items — they'll auto-suggest when you type in an estimate.
Add team members here — they'll be available to assign as Measurer, Estimator, or Scheduler on any job.
💾 Export Backup
Download all your data as a JSON file. Keep this as a backup.
📂 Import / Restore
Restore from a previously exported backup file. This will overwrite current data.
🗑 Clear All Data
Permanently delete everything. Cannot be undone. Export a backup first.
New Job
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