Guides for contractors

From an empty account to the first estimate sent: your phone, email and logo, the first client, an estimate made by AI, and the letter the client gets.

Name, phone, email, address and where the lead came from. Half a minute, and the client card is ready.

Pick the client, the pricing tier and the material grade, type the items yourself, save, see what the client sees, and send it by email.

Write the work in your own words. In about 20 seconds the AI builds the estimate with groups, quantities and prices. A tap on another pricing tier or material grade reprices the whole list. Every line stays editable.

What the client sees and does to sign, and what appears for you right after: the project and the invoices by your payment plan.

After the signature: set the start date, add a worker by name and phone, write down the first expense, and see the profit recounted.

A tour of the settings: Gmail for letters, the company number for texts and calls, the AI phone assistant, Telegram alerts, the ad platforms and card payments. Where each one is and what it gives. The windows of Google, Twilio and Stripe are shown as examples.

A lead arrives and is already in the Pipeline. A visit is booked and the client moves on by itself; you send the estimate and the card moves to Sent; the client signs and it moves to Approved.

Where the address for Thumbtack is, the steps on the card, and how a lead then arrives by itself with the name, the phone and the client's answers (shown on an example lead).

Where the address and the key for your Google lead form are, the steps on the card, and how a lead then arrives by itself (shown on an example lead).

In the project's Photos tab: pick the stage, upload or take the photos, see them by day, and what the client sees on the project page.

From the project: the sub's name and email, their share of the price and the payment schedule. The sub gets a link, reads the job and signs, and you see it in the project.

Where the link is, what the client sees on the project page (progress, the estimate, the invoices), and how a question from the client reaches you.

Open the payment plan of a job, send the invoice to the client, and record a payment by cash, Zelle or check.

Tap a day, add an event, pick its type and the client. The address comes from the client card.

Four ways with no form: tell the ✨ assistant in your own words, let the client book by your link, agree on a time in texts, or let the AI assistant book during a phone call (shown as an example).

Name, email, and the boxes for what this person sees and can do. They get a letter and sign in. Team members are free.

Change a price right in the estimate, save it with 💾, and see where your company prices live. A saved price goes into the next estimates by itself.

Export the customers from Jobber, Housecall Pro, ServiceTitan or a spreadsheet, choose the file, check the columns the CRM matched by itself, and import. Duplicates are skipped.

A text written by you or by AI, the client's answer in the same thread, a letter, a call from your company number, and the phone button that holds all calls and conversations. The text send and the finished call are shown as examples.

The reminder on the client card when the job is done, where to ask, the text written by AI, the page the client opens, and how the review gets onto your public profile. The letter the client gets is shown too.

Scan a receipt in the project and it becomes an expense of that job. All receipts in Accounting, several at once, fixing what the AI read, the summary by month, category and job, and the receipts on the client card.

Add a worker by name and phone, put him on a job, see what he taps on his phone (on the way, arrived, started, finished), his hours in the project, his rate, and the payout journal (shown on an example month).

Tell it what to do in your own words (add a client, book a visit), ask about your own work, or ask how to do something: it answers and gives a button that opens the right place.

Send the client a link and they add photos with no app. Add your own on site. In the AI Estimator pick the photos from the library, and the AI builds the estimate from what it sees.

A signed estimate is locked. Extra work goes in a change order: from the project, add the items, send it, the client signs it the same way, and the contract and the invoices grow by themselves.

Accounting → Your finances: money received and awaited, sales, every job with its contract, income and spending, late invoices. Add the Net Profit card and remove what you do not need.

Make a short link with a QR code for a yard sign, a flyer or an ad, print it, and see in Pipeline → Sources how many people came through each one.

Services and areas, the page address, a few words about the company, photos of your work. Then the page as a visitor sees it, and how a request from it becomes a lead. The page is listed in the catalog after your license and insurance are checked (shown as an example).

Hiring → My openings → New opening: the title, the role, the pay, a few words about the job. Then how the opening looks on the public board, and how an answer comes to you with a phone (the posted opening and the answer are shown as examples).