Business Dashboard
A contractor-first workflow from lead to paid job.
Pipeline
Visit Responses
Calendar & Schedule
Recent activity
Client Conversation Notes
Record a conversation, review the transcript, and save the client's requests.
Keep this app on screen with the phone unlocked while recording. iPhone stops web microphone capture when the screen locks or you open Camera or another app. Audio is saved in short sections; return here to recover and organize any captured sections. The recording and notes are private to your business account. Review the AI notes before relying on them.
Need the screen locked or another app open? Record with iPhone Voice Memos, then save/share the audio file and import it here (up to 8 MB).
Saved Conversations
Customers
Keep contact info, properties, notes, and job history together.
Proposals
Build polished quotes with markup, deposits, options, and approval.
Contracts
Review private drafts and agreements you have sent to clients.
Jobs
Track approved work from scheduling through completion.
Money
Invoices, collected payments, and job expenses.
Invoices
Receipts & Expenses
Reports
Quick visibility into sales, costs, and collection.
Data tools
Export bookkeeping data or a full app backup.
Cloud Mode
Design Studio
Simple measured layouts for your clients. Dimensions are in inches.
Tap an item to edit it. Drag to move it.
Employees
Assign jobs, set crew schedules, review hours, and keep conversations together.
Inquiries
Review new project leads, customer details, and uploaded photos in one place.
Project Inquiries
0Client Portal
Share secure project links, answer client messages, review uploaded photos, and respond to new inquiries.
