First call to final payment

Five steps, one system. No spreadsheets, no lost job tickets.

1
Add the customer
Capture the name, address and contact details once — every job, estimate and invoice links back to it.
2
Schedule the job
Pick the service type, assign the day, and the crew sees it on their phone with the full address and notes.
3
Send the estimate
Price the work on site and send it while you are still there. Approvals convert straight into a scheduled job.
4
Do the work, mark it complete
Status moves from scheduled to in progress to completed, so the office always knows where things stand.
5
Invoice and get paid
Invoice the moment work is done and track sent, overdue and paid without chasing paperwork.

Add the customer