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Getting Started

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Estimates & Jobs

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Business Foundation
Job Builder
Job Tracking
- Track Your Job: Status, Photos, and Actuals
Job Completion
- Mark a Job Complete and Record Final Payment
- Request a Review After a Completed Job
In Your Day - Scenarios
- Wrapping Up a Completed Job
FAQ
- FAQ: How Do I Add a New Trade Vertical?
Estimate By Vertical

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Manager Guide
Field Worker Guide
In Your Day - Scenarios
- Commission Tracker in Your Day: Checking Your Payout After Sync
FAQ
- FAQ: How Do Field Workers Download and Use the App?

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Manager Guide
Crew Member Guide
- How to Clock In and Out as a Crew Member (App)
- Clock In and Out via the Crew Web Portal
FAQ
- FAQ: How Do Crew Members Access the App or Web Portal?

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Job Tracking Tools
Vehicle Management
- Manage Your Vehicle Fleet: Service Log, Fuel Tracking, and Expenses
Business Metrics
- Read Your Business Metrics Dashboard
- Read Your Sales Team Activity Dashboard
Tax Planning
Financial Tools
- Track Your Business Debt and Interest
In Your Day - Scenarios

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Overview
Marketing
General Business
- Business Tools: Price Builder, Hourly Rate, Overhead, Package Pricer & Break Even
Pressure Washing
Video Production
- Livestream SmartScope: Event Setup, Crew, Platform & Tech & VOD & Delivery
- Video Tools: Pre-Pro Time Estimator, Shoot Day Estimator, Revision Budget & Travel/Per Diem
Painting
- Painter Tools: Wall Area, Gallons, Labor, Color Change & Room Scan
Landscaping
- Landscaper Tools: Mulch, Sod, Mowing, Plants & Seasonal Annualizer
Cleaning Service
- Cleaning Tools: Sq Ft, Time Estimator, Supply Cost & Recurring Rates
General Contractor
- GC Tools — Takeoff Calculators: Concrete, Lumber, Area & Pitch/Slope
- GC Tools — Labor, Subcontractor, Permit, Room Scan & Good/Better/Best
Coaching
- Coaching Tools — Pricing Foundations: Rate, Session Package & Group Program
- Coaching Tools — Programs & Revenue Streams: Retainer, Program Dev, Corporate, Revenue Mix & Digital Product
Freelance/Creative
- Freelance Tools: Scope, Rate, Rush, Revisions & Licensing
Web Design & Development
- Web Dev Tools — Project Scope & E-Commerce Complexity
- Web Dev Tools — Hosting, Maintenance, Integrations & Design Scope
Graphic Design
- Design Tools: Brand Identity, Batch Pricer, Print, Licensing, Revisions & File Prep

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