📅 My Upcoming Schedule
📝 Job Notes
Saved to your account
⏱ Clock In / Clock Out
Currently clocked in on:
—
00:00:00
| Job | Date | Clock In | Clock Out | Hours | Actions |
|---|
| Job | Client | Type | Amount | Status | Date Paid |
|---|
👷 My Crew
Helpers, apprentices, and drivers you work with
💸 My Expenses
Submit job-related expenses for reimbursement
📊 Financial Reports
CFO-grade reporting suite
Reports
Select a report to generate
Categories
🗂️ Catalog
Services & inventory — everything your business sells
🛠 Services
Manage the services you offer — used in invoices, estimates & POS
⚠️ Unconfirmed Transactions Detected
Some transactions may not have saved due to a connection issue.
| TXN ID | Date/Time | Type | Customer |
Reference | Method | Amount | Status | By | Actions |
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| Date | Category | Vendor / Payee | Amount |
Method | Reference | Notes | Receipt | Actions |
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Payment Type
| Staff |
Type |
Job |
Amount |
Status |
Date |
Notes |
User Management
Manage who has access
| User | Google Email | Role | Status | Last Login | Actions |
|---|
Access Requests
People who tried to sign in and requested access
| Time | Account | Action | Module | Details |
|---|
Business Information
Financial Settings
PDF Invoice Settings
💳 Payment Methods
Enable payment methods and enter your handles. Enabled methods appear on customer invoice links so they can pay instantly.
🔔 Notification Settings
Control how you are alerted when customers respond to estimates.
Click to preview the notification chime.
🔄 Auto-Refresh Interval
The app checks Supabase every 45 seconds for new customer responses while you're logged in.
Manually trigger a check immediately.
📬 What triggers a notification?
✅ Customer approves an estimate
❌ Customer declines an estimate
💬 Customer sends a question or message
Expense Categories
Customize the categories available when recording expenses
* Default categories cannot be deleted but can be renamed. Custom categories can be fully removed.
🎨 Personalization
Customize the app to your preference. Changes apply instantly and are saved per device.
🌗 Theme
🌐 Language
📐 Sidebar Icon Size
Larger icons help if text is hard to read
🗜️ Compact Mode
Reduces spacing to fit more data on screen
🏠 Default Landing Page
Which page opens right after you log in
📅 Date Format
How dates appear throughout the app
📌 Sidebar on Login
Default sidebar state when you log in
⚠️
Danger Zone
Irreversible actions. Proceed with extreme caution.
Wipe All Business Data
Permanently deletes: clients, invoices, estimates, jobs, transactions, expenses,
messages, pos items, activity log, access requests, inventory, purchase orders.
Keeps: app users, roles, business settings.
Reset to Fresh Install
Wipes all business data AND removes all users except Admin and Developer accounts.
Use this to hand off a clean instance or start completely fresh.