Dashboard
Your jobs at a glance
Upcoming This Week
Week Schedule
Click a job block to view detail
All Jobs
All jobs
| Job | Client | Date / Time | Type | Status | Hrs | Actions |
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Site Notes
Quick reminders, material lists
Reports
Job schedules, material needs & outreach
Report Period
Include In Report
Scheduled Reports
No scheduled reports yet.
Click + Schedule Report above.
Click + Schedule Report above.
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Select a period to generate a report
Choose a time range on the left to get started
Inventory
Materials, tools & supplies
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Materials
Tools
Fasteners
Electrical
Plumbing
Paint
Other
CRM
Clients, follow-ups & outreach
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Follow-Up Due
Prospect
Active Client
Completed
Service Agreements
Preset templates & custom quotes
Preset Templates
Quick Fill From CRM
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No saved agreements yet
Build one in the Agreement Builder tab and click Save
Save your own reusable templates for quick access
📝
No custom templates yet
Build an agreement then click "Save as Template"
Upload insurance certificates, licenses, permits & other files
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Insurance
License
Permit
Contract
Other
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No documents uploaded yet
Upload insurance certificates, licenses, permits or any reference files
Logo / Letterhead Image
Appears at the top of agreement previews. Recommended: PNG with transparent background, max 600px wide.
Business Info
Accent Color
Used for headings & lines in the preview
Letterhead Preview
Sample Agreement Content
This letterhead will appear at the top of all your agreement previews. Your business info, logo, and accent color are applied automatically whenever you use the Agreement Builder.
💡 Changes save automatically and apply immediately to the Agreement Builder preview.
Crew Hours
Track where & how long each crew member worked
Add and manage your crew members