Operations
Job files, documentation, and profitability
Keep job activity, communications, estimates, invoices, payments, photos, labour, costs, and profit tied to the same operational file.
Use one file as the durable record for the client request, appointments, communications, documents, payments, photos, and operational events.
Capture before-and-after photos, upload supporting documents, share notes, and preserve a timeline of what happened and when.
Track estimated and actual revenue, cost, and profit for each job instead of waiting until month end to discover whether the work made money.
Calculate labour from worker rates and duration, override a rate per job, add predicted or actual cost items, and include fixed on-call payouts.
Create additional estimates or invoices, then replace or void documents without deleting the audit trail.

Free to start
Build this workflow around your service business
Signup is open. Create your CRM free, set up your first service, and add a business number or the AI assistant when you need them.