Help center
Getting started
Estimates and signatures
Running jobs
- Jobs and the job pageWhere the job is, what’s next, money and job costing.
- Phase dates and slipped schedulesSet dates, and move the rest of the job when something slips.
- My work and tasksEvery open task across your jobs, on any phone.
- Waiting on someoneMark a phase as waiting on an inspector, a supplier or the customer.
- Change ordersPrice a change, get it signed, and let the payments follow.
- Finished jobsWhat a finished job shows.
Getting paid
- Payment schedulesDeposits, progress payments and program-paid jobs.
- Reviewing a draw before it goes outCheck actual costs, decide who pays the difference, approve.
- Sending links and recording paymentsPayment links, checks, cash, ACH and program payments.
- Cash price and card priceHow dual pricing shows on estimates and payment pages.