Start with the client.
Save contact details, add notes, and keep track of the enquiry in your pipeline. When that person calls again, their history is already there.
Client records, conversations, and lead stagesA place for the
whole job.
Start with a client. Keep the estimate, signed contract, schedule, and payment record with them as the work moves forward.
Agree on the work.
Write an itemized estimate. When it is approved, turn it into a contract with payment milestones and send it for signature.
Estimates, contracts, and signaturesPut the job on the schedule.
Connect the project to the client, assign tasks, and record updates as the work progresses. Return to the same record when plans change.
Projects, tasks, scheduling, and daily logsKeep a record of the money.
Add job costs and record each payment against the contract. Partial payments stay in the history, with the remaining balance still visible.
Costs, payment records, and financial reportsAlready using QuickBooks?
Connect your QuickBooks account from the workspace and use the customer, estimate, invoice, and payment sync tools alongside your job records.
Ask us about your setup