Invoicing, quotes, and a calendar built for tradespeople — plus an optional AI toolkit that scans receipts, drafts customer emails, and helps you schedule the next job. Automatic follow-ups mean you stop chasing payments by phone.
Dashboard — every invoice's status at a glance, oldest overdue first.
Receipt scan — snap a photo, AI fills in vendor, amount, date, and category.
Calendar — proposed job slots show up dashed until you confirm them.
Budget — set a cap per category, watch it fill up against real spending.
AI bill of materials — suggests a list, you set the real price before it's added.
Customers — tag by segment, track referrals, see who still owes you.
Not just another generic invoicing app — features shaped around real jobs.
Type a job title, hit generate, and get a suggested labor/materials/equipment list pulled straight into your quote calculators — nothing lands on the quote at a $0 price until you set the real cost.
Set an annual cap per spending category and watch it fill up against what you've actually spent, so you catch an over-budget category in month three, not at tax time.
Customers accept quotes with a real signature — no login required for them. An acceptance turns straight into a job and invoice on your end.
See who referred who, and get reminded automatically when a customer is due for a follow-up service call.
Load a full sample business — customers, invoices, quotes in every status — from Settings, so you can explore the app before touching your real numbers. Clear it just as easily.
Search a part by photo or description and get an AI-estimated price comparison across public listings with source links, so you're not guessing at markup.
Your hourly labor rate and materials markup live in Settings, so every quote you build after that uses your real numbers automatically.
Use the AI bill of materials to suggest a labor/materials/equipment list, adjust the numbers, and send it out for a digital signature.
An accepted quote becomes a job and invoice with one click — no re-typing anything.
Automatic follow-ups start the moment an invoice goes overdue. Dashboard and Budget show exactly what's outstanding and what's left in each category.
Cancel any time. Yearly billing saves 10% on either plan.
Yes — a card is required to start, but you won't be charged until the trial ends (7 days on Base, 1 day on Enhanced), and you can cancel any time before then from Settings.
Base covers the core of running a trades business: customers, invoices, quotes, a calendar, and automatic payment follow-ups. Enhanced adds a set of AI tools on top — receipt scanning, a business-insights assistant, AI-drafted outreach emails, part price comparison, and AI-assisted scheduling.
Yes — every new account can load a one-click demo business (sample customers, invoices, quotes in different states) from Settings to get a feel for the app, then clear it just as easily before adding your own data.
Yes — the full app is responsive and works in any mobile browser, with a proper mobile navigation menu. There's no separate app to install.
Yes — from Settings you can switch between Base and Enhanced, or between monthly and yearly billing, at any time. Charges are prorated automatically.
Settings → Manage billing opens a secure Stripe page where you can cancel, update your payment method, or view invoice history — no phone call or email required.
Yes. Every account's data is isolated at the database level — there's no way for one account to see another's customers, invoices, or financial data.