Video walkthroughs

Watch how everything works

Narrated, in-depth video tours of every screen - no signup needed to watch.

📖 Prefer reading? Open the user guide

Videos available in English and Spanish:

Getting around

Dashboard

Your home base: today’s schedule, money owed, and clickable status columns for every stage of the work.

Getting started checklist

The setup wizard that walks you through everything your business needs - and checks itself off as you go.

Scheduling

Calendar

Click a date to create a job on the spot, drag visits to reschedule, and filter by team member.

Timesheets

Live timers and manual entries, tied to jobs for accurate costing.

Timesheet approvals & payroll

Approve each worker’s week and export a payroll-ready CSV of approved hours.

Clients & chat

Clients

Your whole book of business - with CSV import, properties, and full history per client.

Live chat

Website and portal chats in one inbox - first to open a conversation takes ownership, or refer it to a teammate.

Winning & doing the work

Pipeline

Your sales funnel as a drag-and-drop board, from new lead to money collected.

Requests

Every lead from your website, chat bot, and phone - worked from new to quoted.

Quotes

Professional quotes clients approve online with a drawn e-signature.

Jobs

One-off and recurring jobs with visits, crews, line items, and per-job profitability.

Invoices

Payment terms, deposits, online payment, and automatic overdue reminders.

Expenses

Parts, fuel, and materials logged against jobs so margins stay honest.

Products & services

Your price list with photos, cost, markup - and bookable services for online booking.

Marketing

Website builder

A live split-screen editor, 2,000+ designed templates, and built-in local SEO.

Email campaigns

Promotions and announcements to your whole client list, logged per recipient.

Communications log

Every email and text the platform sent for you, searchable with delivery status.