Paperwork that
keeps up with the job.

Save the contact details you need, keep projects organized and find the right paperwork without searching through disconnected notes.

• Client contact records
• Project details and history
• Portable workspace backups

Build an itemized estimate with descriptions, quantities and your own rates. Review the total and download a professional PDF to share.

• Labor and materials line items
• Your rates and business details
• Estimate PDFs

Describe what changed, show site photos and explain the additional cost and working days. Keep the change with the project it belongs to.

• Priced change orders and photos
• Frozen versions and linked revisions
• A readable document for mobile and print

Share a private, expiring approval link for a saved change. The client reviews that exact version and gives explicit consent without creating an account.

• Scope, amount and schedule in one review
• No client account required
• Name, consent and approval history

Prepare invoices and record payments you receive through your usual arrangements. Keep the payment history and remaining balance with the document.

• Itemized invoices and PDFs
• Manually recorded payments
• Outstanding balance tracking

Record a site visit, its date and the project it belongs to. Export a calendar file to add the visit to your own calendar.

• Visit details and project context
• Calendar (.ics) export
• Saved items and rates for repeat work

Record project expenses, review the dates that matter and export reports for your own records. Match payment entries to money actually received.

• Expenses by project and category
• Date-filtered reports
• CSV exports for your records