Estimates
| Estimate # ↓ | Project | Client | Date | Status | Total | Actions |
|---|
Change Orders
| CO # | Title | Project | Client | Date | Status | Total | Actions |
|---|
Invoices
| Invoice # | Project | Client | Date | Status | Total | Balance Due | Actions |
|---|
Clients
| Name | Company | Phone | Address | Actions |
|---|
Item Catalog
| Image | Name | Description | Category | Vendor | Type | Unit | Unit Cost | Markup% | Actions |
|---|
Pricebook / Assemblies
Room Scans
| Name | Client | Project | Rooms | Date | Actions |
|---|
Company Settings
Your Company Info
💳 Online Payment Options
These show up as a "Pay Now" button on invoices and in client emails. Fill in whichever you use.
Memo Templates
Save reusable versions of the Memo section (deposit terms, payment schedules, etc.) so you can pick one per estimate, change order, or invoice instead of retyping it.
📄 Business Documents
Store your Contract, Warranty, and other client-facing documents here. Use {{Client Name}}, {{Project Name}}, {{Project Address}}, and {{Completion Date}} as placeholders — they're filled in automatically when you send a document from a project. Your company info ({{Company Name}}, {{Company Address}}, {{Company Phone}}, {{Company Email}}) fills in too.