Everything your business needs to run smoothly
The schedule, the paperwork, the payments and the client relationship — in one place.
Schedule
Tomorrow, settled before you leave the shop.
Every job for every crew member on one board — day, week or month. Assign the work, color-code it your way, and the guy in the truck sees the change before he turns the key.
- ✓Assign jobs to crew members and see who's where
- ✓Job status at a glance — scheduled, in progress, completed, canceled
- ✓Start Job and Mark Complete track the real hours worked
Estimates → Invoices
From “what'll it run me?” to an approved quote.
Build the estimate on the driveway and send it as a link — they approve it with a thumb. Once it's approved, turn it into an invoice with one click: same line items, no retyping.
- ✓Client approves online — timestamped, so there's no argument later
- ✓One click turns an approved estimate into an invoice
- ✓Sales tax and your own payment terms filled in for you
Prepared for
Dana Reyes · Salem Rd
Invoices & payments
Know who owes you, and get paid faster.
Send a branded invoice in one click. Clients pay by card through Stripe, or with your Venmo, Cash App, PayPal or Zelle. You see when they open it, and anything overdue floats to the top.
- ✓“Viewed by client” and a full history on every invoice
- ✓Overdue invoices show how many days late
- ✓Due dates filled in from your payment terms
- ✓Card payments mark the invoice paid automatically
Reminders & client messages
Reminders that go out without you.
Automatic appointment and payment reminders, and one-tap “On my way”, “Job complete” and “Invoice sent” messages — by text or email, in your business's name, with wording you control.
- ✓Appointment and invoice-due reminders, on a schedule you pick
- ✓Text or email — each client gets the one they prefer
- ✓Texts come from a business number, not your cell
- ✓Every message filed against the job and the client
Okafor Electric via BLU
Okafor Electric is on the way
Okafor Electric
We're on our way
Hi Tobi,
Just a heads-up that we're on our way to you now for your 200A panel upgrade appointment. See you shortly!
— Okafor Electric
Clients & notes
The gate code is on the job, not in your head.
Notes on clients, jobs and invoices that the whole crew can see — with who wrote them and when. A client's notes follow them onto every job, so nobody has to ask twice.
- ✓Client notes pinned on every job and invoice
- ✓Photos and files attached to the job
- ✓When a tech leaves, the client history stays
About this client
Side gate code 4421 — dogs stay inside, text before arriving.
Aug 14Job notes
Meter base was corroded — replaced it, added to the invoice.
Inspection passed. Tag is on the panel.
Also in the box
The rest of running the business.
Dashboard
What you're owed, what's ready to invoice, today's jobs and past jobs still open.
Expenses & receipts
Log parts and materials per job or for the business, with a photo of the receipt.
Mileage
Track business miles as you go, at your IRS rate, ready for tax time.
Reports
Revenue, expenses and a simple profit-and-loss you can hand your accountant.
Team roles
Owner, lead and member — leads can schedule and assign; billing stays with the owner.
Photos & files
Before-and-after photos and documents on the job they belong to.
Your data, always
Export everything to spreadsheets anytime, or delete your account yourself.
Private by default
Notes and internal details never show on anything your client sees.