Quick reference

Short, scannable pages for the eight things people do most - the steps, the shortcuts, and the mistakes worth avoiding. Read the feature guides when you want the reasoning; read these when you just need the sequence.

The pages

Customers

Adding a customer, their properties and contacts, and finding them again.

Estimates

Building a quote, sending it for signature, and turning an accepted one into work.

Invoices

Creating, sending, recording a payment, and batch-billing completed jobs.

Contracts

Seasonal agreements, sending for e-signature, and what a signed one generates.

Jobs

Scheduling one-off and recurring work, assigning crews, and completing it.

Equipment

Tracking machines, their maintenance, and what they cost per job.

Time tracking

Clocking in and out, approving hours, and fixing an entry.

Reports

Where each number lives and how to export it.