New Pull Ticket
One ticket every time material goes out the door. If a crew comes back for more, make another ticket — use “Same job again” on the Tickets tab to skip the retyping.
Material going out
Signatures
Tickets
Work Orders / Sub Invoices
Work Order
Work performed
Material pulled for this job (from Pull Tickets — info only, not billed here)
Plans / attachments
Plans are stored in the shared copy, so every device can open them. Save the work order after adding or removing plans.
Installer signature — work complete / invoice accepted
Schedule
Tap a day to put a job on it. Tap a job to edit it, delete it, or download an Outlook invite — open that file and the job lands on the company calendar, ready to send to the crew.
Next 14 days
Crew report — weekly / monthly
Who worked what, where, which days — pulled from the schedule. Opens on last week (Mon–Sun); change the dates for any range.
Inventory
“On hand” moves by itself as tickets and returns are saved. Use Receive when new material arrives, Adjust after a physical recount. Every change is logged.
Shared copy (all devices)
Paste the two values from your Supabase project (Settings → API). Every device you connect sees the same live data. The first device you connect uploads its data to start the shared copy; every device after that downloads it.
Backup & office exports
Backup (protects everything)
Data lives in this browser on this computer. Download a backup at least once a week and drop it in a folder you trust. Restoring a backup replaces what’s on screen.
Exports for the office (QuickBooks posting)
Danger zone — test-data cleanup (admins)
For clearing out wrongly-entered test data. Deletions sync to every device and cannot be undone — download a backup first. Tickets and inventory are NOT touched by these buttons.
⚑ Needs attention
🏗️ Active jobs
💵 Where every contract dollar goes
Billed vs. profit — 6 months
Open pipeline by stage
Receivables aging
Crew load this month
Customers
Jobs
Estimates
Estimate
Lines
Change Orders
Change Order
Lines (same math as estimates — cost + markup, tax on material lines)
Production log
Units installed, per crew, per day — sqft / lf / sy / other. Pay = units × piece rate (nobody here is paid by the hour). Settle a period into a Work Order with one click; the WO is the same retainage/insurance sheet your subs already sign.
Price book
The company's standard items — pick them on estimate and change-order lines so wording, cost, and markup stay consistent. Seeded from your QuickBooks Products & Services (cleaned up); add, edit, or delete anything. Cost 0 means "price it per job".
Invoices
Invoice
Lines
Team
Add a person, then tell them to open the app and choose “First time? Create account” with that email — they pick their own password. Deactivating kills their access on every device, instantly.