From customer to paid.

1. Prepare your business

1. Review Business settings. Confirm the company name, address, contact information, tax rate, and invoice information.
2. Add Vendors. Enter businesses you purchase from regularly. Selecting them later keeps reports consistent.
3. Add Expense types. Create accountant-friendly categories such as Materials, Fuel, Tools, Insurance, and Office Supplies.
4. Set up Customer payments (optional). Connect Square, Stripe, or both. Choose the provider customers will see and confirm the customer-facing phone and email.
5. Add Users. Give administrators and office users the access they need. Give technicians only the specific permissions authorized by the owner.

Keep it simple: You do not need to finish every optional setting before adding your first customer.

2. The core operation

Add the customer

Start every workflow in Customers. Enter the customer’s contact and billing information. A primary service location is created from the main address; add more locations for property managers or multi-site customers.

Add the job

Open a job for the customer, select its service location, describe the work, assign technicians, and schedule it when appropriate.

Add billable items

On the job, add each charge for labor, parts, materials, service fees, or other work. These items become the invoice. A purchased part can optionally be linked to the company expense that recorded its actual cost.

Create and issue the invoice

Create the invoice from the job. Review the line items, tax, customer email, and due-date terms. A draft must be issued before payment can be recorded or the secure invoice can be emailed.

Receive payment

• In person: record a full or partial cash, check, charge, or other permitted payment from the invoice.
• Online: email the invoice. The customer opens the secure link and pays through the business’s connected Square or Stripe account.

3. Daily work

• Scheduled: shows open appointments, including overdue work that needs completion, cancellation, or rescheduling.
• Job timer: assigned technicians can start and stop time directly on a job.
• Job photos: authorized administrators and technicians can add up to five photos to a job.
• Company expenses: record every business purchase using a vendor and expense type. Scan or upload the receipt when available.
• Payments: review completed, partial, voided, refunded, and online-provider payments from the invoice and payment screens.

4. Reports and administration

• Company Snapshot: choose a period to review collections, taxes, expenses, jobs, time, and realized income.
• Accountant exports: export organized details and totals by reporting period.
• Vendors and Expense types: edit or deactivate reusable entries without losing historical records.
• Users: manage roles, permissions, active status, and module access.
• Audit log: review important record, access, and security events.
• Plans & billing: review the subscription term and authorized-user allowance.

5. Need help?

Sign in and open Help → Getting started for a checklist based on the records your business has already created. Beta testers can also use Feedback & guide to report one issue or suggestion at a time.