Step 1 of 4
Add Your First Customer
Who are you doing work for? Start with one customer β you can always add more later.
Skip setup β go to dashboard
Step 2 of 4
Create an Estimate
Build a quote for . Add each service or material as a line item.
Total: $0.00
Step 3 of 4
Send It to Your Customer
Text or copy the estimate link so can review and approve it right from their phone.
Step 4 of 4
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You're All Set!
Here's what happens from here β it's mostly automatic.
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Customer Reviews Estimate
They open the link you texted, see the quote with line items and total, and tap Approve.
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Job Auto-Creates
Once they approve, a new job appears on your schedule automatically β no re-entry needed.
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Do the Work
Start the job from Today's Schedule. Track expenses, add photos, update status as you go.
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Invoice Auto-Generates
Mark the job complete and an invoice is created instantly. Text the payment link β get paid via Stripe.