One app for the whole job —
from the first quote to filed books.
Quoting, a CRM that fills itself, scheduling, job costing, payments, bookkeeping and an AI assistant — built to be run from your phone, not shrunk onto it.
The whole business, on one screen.
Net profit year-to-date, approvals this week, outstanding invoices, GST owing and every active job with live margin — reconciled to today, no spreadsheet required.
Dashboard
Four things it does better than a stack of apps.
A quote they can sign before you leave the driveway.
Built in sections like you’d explain it, branded your colour, with optional upsells the client toggles themselves. Your costs and margin stay private.
Every client writes their own history.
Quotes, opens, approvals, payments, photos and receipts file themselves onto each client’s timeline. Win-back nudges surface the revenue you forgot to chase.
Snap a receipt. The bookkeeping already happened.
AI reads the vendor, amounts and GST, then routes it to the right job — and can split one bill across jobs. CRA-categorized and accountant-ready, automatically.
Say the job out loud. The quote drafts itself.
Tell the assistant who and what — it finds the client, prices the work from your services, totals it with the right tax, and hands you a draft to approve. Nothing is created or sent without your confirmation.
Every plan includes 10 AI credits a month. Nothing is created or sent without your confirmation.
There’s a lot more under the hood.
These aren’t roadmap promises — they ship today, and they all share the same system of record.
Book the crew both ways — from the office and the client.
A dispatch board and week grid put every job, every tech and every open slot in one view. Clients self-book from a link; the crew sees the day from their phone.
Every job knows its own cost, margin and progress.
The moment a quote is approved it becomes a job with a live budget. Materials, labour, receipts and change orders post to it — so the margin you quoted is the margin you watch.
Collect the deposit before you pull away.
Take a deposit the moment the client signs, held and credited against the final invoice. Invoices go out with one tap and chase themselves until they’re paid.
A profit-and-loss that’s always current — not a year-end surprise.
Because every quote, payment, cost and receipt lands in one place, your P&L, balance sheet and GST position are live. Share a read-only view with your accountant anytime.
See it on your own jobs.
Set up in 5 minutes and send your first quote from the truck.