Onsite Intake

Capture on-site info and photos, then transfer to Quote or Invoice

📍
ON THE JOB
Capture before you forget
JOB INFO
BEFORE PHOTOS 0
📷
Tap to take / choose BEFORE photos
Camera, Photos app, or Files
AFTER PHOTOS 0
✅
Tap to take / choose AFTER photos
Camera, Photos app, or Files

Create Quote

Build an estimate — Q001, Q002... Valid 7 days. Convert to invoice when approved.

QUICK ACTIONS
CLIENT
Select categories...
General Repairs
Plumbing Fixtures & Valves
Carpentry / Trim / Doors
Electrical Fixtures & Outlets
Pressure Washing
Outdoor / Landscaping
Junk Removal & Hauling
Moving & Heavy Lifting
Furniture Assembly & Installation
Painting & Caulking
Drywall & Patching
Tile & Flooring
Gutter Cleaning & Repair
Window & Door Repair
Deck & Fence Repair
Holiday Lights & Décor
TV & Shelf Mounting
Smart Home & Device Setup
Weatherproofing & Insulation
Multiple / Mixed
WORK
DescriptionAmount ($)
Labor Subtotal$0.00
MATERIALS Enter your cost — 25% markup auto-applied
ItemYour Cost ($)Billed (+25%)
Materials Subtotal$0.00
Labor$0.00
Materials$0.00
Estimated Total$0.00
BEFORE PHOTOS 0
📷
Tap to add BEFORE photos
AFTER PHOTOS 0
✅
Tap to add AFTER photos
SHOPPING LIST / MATERIALS NEEDED

Internal reference — not shown on quote

NOTES

Create Invoice

Invoice numbers from #005 forward — previous invoices in tracker

QUICK ACTIONS
CLIENT
SCOPE & LINE ITEMS
Select categories...
General Repairs
Plumbing Fixtures & Valves
Carpentry / Trim / Doors
Electrical Fixtures & Outlets
Pressure Washing
Outdoor / Landscaping
Junk Removal & Hauling
Moving & Heavy Lifting
Furniture Assembly & Installation
Painting & Caulking
Drywall & Patching
Tile & Flooring
Gutter Cleaning & Repair
Window & Door Repair
Deck & Fence Repair
Holiday Lights & Décor
TV & Shelf Mounting
Smart Home & Device Setup
Weatherproofing & Insulation
Multiple / Mixed
DescriptionAmount ($)
Labor$0.00
Materials$0.00
Total Due$0.00
Shown on invoice as a line item. Leave blank for no discount.
BEFORE PHOTOS 0
📷
Tap to add BEFORE photos
AFTER PHOTOS 0
✅
Tap to add AFTER photos
SHOPPING LIST / MATERIALS NEEDED

Internal reference — not shown on invoice

NOTES

Pipeline

Leads → Quotes → Jobs — your full conversion funnel

Total Revenue
$0
all invoices
Jobs Done
0
invoices issued
Avg Value
$0
per invoice
Top Category
—
by revenue
REVENUE BY CATEGORY
No data yet.

OPEN QUOTES

#DateClientJobTotalStatus
📄
No quotes yet.

COMPLETED JOBS

#DateClientJobTotal
📋
No jobs yet.

🎯 FOLLOW-UP LEADS

Total Leads
0
open
Pipeline
$0
estimated
Hot Leads
0
priority
Due Soon
0
this week
ADD LEAD MANUALLY
🎯
No leads yet.

Photo Library

All job photos — add anytime, use in invoices and quotes

ADD TO LIBRARY
🖼
No photos yet. Add photos above or generate invoices with photos attached.

Customers

Saved customer profiles — synced across devices

👤
No saved customers yet.

Business Dashboard

P&L, taxes, mileage — your numbers at a glance

Gross Revenue
$0
period
Net Profit
$0
after expenses
SE Tax Owed
$0
15.3% of net
Eff. Hourly Rate
$0
per hour
QUARTERLY TAX ESTIMATES
Set aside $0/month
ADDITIONAL INCOME
EXPENSES
MILEAGE LOG $0.70/mi
Miles
0
Deduction
$0
Trips
0
HOURS TRACKER
TOP CLIENTS BY REVENUE