Leads & Jobs
Follow up
Follow-ups
Records
All jobsCustomersInvoicesChecks
Reports
Technician payLead companiesCheck lead reportsWork doneOverview
Settings

What would you like to add?

Good morning

Needs attention

Today's schedule

Open schedule

Leads by source

Leads received in the period (by date received), and what happened to them.

Paste a lead or a job

You can paste several jobs at once. Always check the details before saving.

New job

No technicians yet. Add a technician to get started.

Payment collected ($)

Parts ($)

Check a lead company report

Upload the report the lead company sent you. The app reads it and compares every job with what you recorded.

Past checks

By technician

By lead source

By payment method

Company profit by work done

A job with several services counts under each one.

Backup & transfer

Export saves everything to one file. Import brings in a file exported from the old jobs app (inside Claude) – run it as often as you like, jobs are updated and never doubled.

Your account

Technicians

Lead sources

Percentages are of the job profit (Total − parts − CC fee). The company keeps what's left after the lead company and the technician.

Settings

Invoice details

No logo
Shown at the top of every invoice. A PNG or JPG works best; transparent backgrounds become white.
Shown on every invoice, under the totals. Each line stays on its own line.
How it's calculated, per job:
• Total = Cash + CC + Check + Venmo + Zelle
• Profit = Total − all parts − CC fees
• Lead fee = Profit × lead company % (if the job came from a lead source)
• Technician profit = Profit × Technician %
• Company profit = Profit − Lead fee − Technician profit
• Balance = Technician profit + Technician parts − Cash the technician kept
  (positive = you owe the technician, negative = the technician owes you)