Loading…
Fast daily workflow for quotes, jobs, balances, and customer spend.
Open Due
—
Collected
—
Jobs
—
📱 Tablet View
Sign out
+ Add Job
Workflow
Dashboard
Customers
Jobs
Users
All statuses
+ New Job
Export CSV
Backup JSON
Import
Open Balance Due
—
Total Collected
—
Total Jobs
—
Completed Jobs
—
Status Breakdown
Top Customers
Customers
Jobs
＋
Add Job
✕
Customer
Email
Phone
Status
Date
Sold Date
Set automatically when marked Sold. Change this only to correct the recorded date.
Service Description
Job Site Address
County
— Select County —
Oswego
Onondaga
Cortland
Tompkins
Cayuga
Seneca
Wayne
Other / Add New
Custom County
Estimate Total ($)
Down Payment ($)
💵 Cash Payment
🏷 Sales Tax Exempt
📋 Capital Gains Exempt
📝 Notes & Logs
▼
Open a saved job to view logs.
Save Job
✅ Mark Paid
Cancel
Delete
Edit Customer
✕
Name
Phone
Email
Address
Type
Residential
Commercial
Other
Notes
Save Customer
Cancel