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Short answers to the questions owners actually ask. Anything else: email us and we reply within one business day.
Signing in

Open /app/pwa/ on this site, choose Owner, and enter your account email. You get an email with a one-click button (works for 14 days) and a 6-digit code (works for an hour). There is no password. Office staff you have added sign in the same way with their own email. Crew sign in with the code you gave them, no email needed.

Your quote link

Your quote link is this site /q/your-company. It is shown in the ⚙️ gear menu with a copy button. Put it on your website, Facebook page and Google Business profile; every request lands in your app with photos and buzzes your phone.

Estimates your customer approves online
  1. Invoices tab → Estimates → New estimate.
  2. Add the lines and send it. The customer gets an email with a green Approve button.
  3. The moment they decide, your phone tells you, and the value lands on the job.
Adding crew

Crew tab → add a name → the app gives you a sign-in code. Hand the code to your crew member; they enter it on their own phone and see the jobs you assign them, and only those. Gold covers 5 crew, Platinum 15, always one flat price.

The office console, on a computer

On a laptop or desktop, go to this site /app/office. Sign in the same way as the phone app, your email, no password, and the console opens: jobs, customers, invoices, money, hours and activity in big tables, with the full spreadsheet downloads under Downloads. The owner and every office login can use it; a dispatcher sign-in sees everything except money. It is also in the phone app under the ⚙️ gear as Office console.

Office logins (Platinum)

Crew tab → Office logins. Add a person with their email and a role: Admin runs everything except billing; Dispatcher runs jobs, crew and customers but never sees money. Deactivating someone signs them out instantly, and the Activity log (⚙️ gear) shows who did what.

Safety paperwork

Every job card has a 🦺 button with three forms: job hazard analysis, aerial rescue plan and equipment inspection. Crew fill them on site from their phones; each save is a permanent record with who and when, ready for any audit.

Invoices, and getting paid

Turn a finished job into an invoice in one click and send it. Add your own payment link once in the Business profile and every invoice carries a Pay button with the amount already filled in, paid straight to you. When a customer clicks it, you and your finance email are told to watch for the money; you mark it paid when it lands. We never touch your customers' payments and take no cut of them.

Finding your payment link

Your payment link is the web address where someone can pay you online. You almost certainly already have one:

  1. Venmo: open Venmo, click Me, and note your @username. Your link is venmo.com/ plus that username without the @. Example: venmo.com/bobs-tree-service
  2. Cash App: your $cashtag makes the link cash.app/$yourcashtag.
  3. PayPal: go to paypal.me and sign in; it shows you your link.
  4. Stripe: in the dashboard click Payment Links, then New, choose Customers choose what to pay, and copy the link. That kind fills in the amount automatically.

Paste it into ⚙️ gear → Business profile → Payment link. The same steps are written right under the field in the app. If you have none of these, Venmo is the five-minute one.

Repeat maintenance

On any finished job, choose 🔁 repeat every 3, 6 or 12 months. When it comes due it reappears in your Leads as a fresh job with the customer's details, and your phone tells you.

Bringing your customers over from another system

Export your client list as a CSV from the old tool, then ⚙️ gear → Import customers. Columns are detected automatically and nobody is imported twice. Your history shows up under Leads → Customers.

The month-end pack (Platinum)

On the 1st of each month you (and your finance email, if you add one in the Business profile) receive last month done: revenue, expenses, wages, profit, with the spreadsheets attached.

Installing the app on your phone

Sign in, click the ⚙️ gear, then Install. On iPhone: Safari's Share button → Add to Home Screen. It opens full screen like any app.

Billing, plans and cancelling

⚙️ gear → Manage billing handles cards, plan changes and cancellation, self-serve. Cancelling takes two clicks and you keep access through what you have paid for. We email you 3 days before every charge.

Email us, we reply within one business day

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