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

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

QuickBooks connection

Send to QuickBooks pushes estimates and invoices straight into the company books (and can email them with a payment link). One-time setup: deploy the qb-* server functions with the Intuit keys, then authorize below.

Shared copy (all devices)

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.

Customers

🛠 Work orders — done or not?

One tap when the crew finishes. Green = complete. Tap again if it flipped by mistake. Paid WOs drop off this list.

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.

Purchase orders

POs are created from the job page (Jobs → open the job → 📦 Purchase order) so they always cost against the right job. Click any row to open it.

🏭 Vendors

Every vendor used on a PO shows up here automatically — open one to add the account # and address, and they print on every PO from then on.

📈 Material price history — what we've actually paid

Built from every PO line ever written — nothing extra to type. The same numbers pop up as hints while writing PO lines.

✅ Pay week — Monday close-out

The old folder, one screen: settle labor into WOs, pay the WOs, receive the material, bill the GC. Work top to bottom and the week is closed.

1 · Settle labor → Work Orders

2 · Pay the work orders

3 · Receive material — open POs

4 · Bill the GC

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".

📊 Reports — the full picture

Owner's view: money coming in vs going out, who's making us money. INTERNAL numbers — costs live here, never on customer documents.

💵 Past due invoices

🛠️ Labor — paid vs still owed

📦 Materials — paid vs pending payment

A PO counts as paid when its status is Closed — set it Closed when the vendor bill is paid. “NA” vendor orders sit in their own bucket and never touch material price history.

🏆 Profit by PM

Program folders (jobs sharing a Job #) count once, credited to the folder's ⭐ master job. Profit to date = invoiced − costs so far.

🏢 Profit by GC

🔧 Custom report

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.