Run your company from the console

Start here: the nine-part setup

Sign up and the app opens on a nine-section setup checklist. It takes about half an hour end to end, it is resumable, and everything can be changed later. Only one item is genuinely required: at least one service you sell. A sample job is seeded the moment you sign up, so there is something real to open before you have typed anything.

1. Company and branding. Your name, logo and color. They appear on every client-facing surface, including documents (except contracts, which stay unbranded deliberately, for legal reasons).
2. What you sell. Your services, priced how you actually price them: hourly, daily, per square foot, minimum or custom. This is the one required step.
3. Leads and quick capture. Turn on the leads list and learn the capture form.
4. Your website form. Build an intake form with your own fields; share it as a link, a QR code, or an embed.
5. Job folders. How jobs, projects and recurring services are organized.
6. Documents and templates. Copy the starter templates (client agreement, sub agreement, lien waiver, completion certificate) into your library, or build your own.
7. Your team. Skip it if it is just you. Five seats are included.
8. Vendors and subcontractors. General Contractor plan only. Skip it otherwise.
9. What your crew and clients see. The Portals switches: what the employee portal shows, what the client portal shows.

The console, in one minute

The console holds up to 24 tools in one rail, and a folder for every piece of work. The home screen lists what needs you today: new messages, unsigned documents, overdue invoices. Clear an item and it moves to a log; nothing is deleted. On a phone the console folds to five tabs along the bottom, so nothing is out of reach from the truck.

Every job folder holds the same ten sections: Tasks, Costs & profit, Activity, Documents, Photos, Invoices, Messages, People, Materials, Checklists. The General Contractor plan adds Timeline, Subcontractors and Bids.

Create your first job

1. Open Jobs and press New job.
2. Pick what kind of folder this is: a single job (one client, one scope), a project with several jobs (each with its own address), or a recurring service (one folder, one visit log, one billing stream).
3. Name it, pick or add the client, add the address, and press Create job.
4. The folder opens with its ten sections ready. If a second job appears later, promote the single job into a project without starting again.

Where it lives: Jobs, then New job. Or convert a lead with Turn into a job.

The rest of the day, guide by guide

Each of these is its own walkthrough, written the way the product is meant to be run:

• Winning work: forms, QR codes, quick capture, and turning a lead into a job.
• Money: estimates, signatures, invoices, deposits, and payments into your own account.
• The work itself: scheduling, dispatch, photos, recurring services, materials and costs.
• Your crew’s portal: what they see, what they never see, and the switches that control it.
• Your client’s portal: what the link you send actually opens.
• When something will not behave: the fix-it list.

Your team and its permissions

1. Open Team and invite by email. Your first five seats are included; beyond that, seats come in blocks of five at $15/mo.
2. Pick a starting permission set: Field crew (photos and notes, no money), Sales (leads and estimates, no money), or Manager (everything but billing).
3. Fine-tune with the thirteen per-capability switches: who sees money, who can send documents, who can message clients, which jobs they see.
4. Limit someone to only their assigned jobs if you want their world to be exactly their work.

The automations, honestly

Six automations ship with the product and every one starts switched off, so nothing goes out until you decide it should. Each one that cannot run says exactly what it is missing and gives you the button that fixes it. The always-on background work is separate and needs nothing from you: overdue invoice reminders, document reminders, invite nudges, and failed-payment handling all run nightly.

• Create the invoice when an estimate is approved
• Send the contract when the estimate is signed
• Ask for a review when the job completes (paste your review link in settings first)
• Tell the client when a visit is logged
• Add your standard opening tasks to every new job

Where it lives: Automations, in the console rail. Each card shows on or off, plus what is missing if it cannot run.