How it works
From lead to paid invoice in 7 steps.
- 1Add your business
Set up your profile, currency, tax rate, upload your logo, pick a premium invoice theme.
🏢 - 2Add customers or find leads
Search by phone, or describe your ideal customer and let AI find leads for you.
🔍 - 3Create estimates
Build polished estimates from your service library. Send a PDF or share a public link.
📄 - 4Convert approved estimates to work orders
Schedule the job, assign your crew, log materials and labour, run a checklist.
🛠️ - 5Track inventory, expenses, finance, and staff time
Stock in/out as you go, capture receipts, track recurring bills, employees clock in via the kiosk.
📦 - 6Convert completed work orders to invoices
One click — billable materials carry over, the work order is closed, the invoice is sent.
🧾 - 7Get paid and view AI reports
Record payments, see profit / loss, tax owing, and AI summaries of what changed this month.
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Everything your business needs.
In one smart system.
Set up in minutes. Cancel anytime. No credit card required.