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Sun
Mon
Tue
Wed
Thu
Fri
Sat
Today
Schedule a job
Total Assets
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Total Liabilities
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Net Worth
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Net worth (last 12 months)
Spend by category (this month)
Add transaction
Recent transactions
| Date | Description | Detail | Amount |
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New quote
All quotes
| Number | Customer | Job | Price | Margin | Status |
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New invoice
All invoices
| Number | Customer | Issue | Due | Total | Status |
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Add customer
Import from spreadsheet
Upload a CSV. Columns: name, email, phone, address, notes (name required). Exact duplicates are skipped; new addresses are geocoded.
All customers
| Name | Phone | Address |
|---|
Locations
Add part
Import from spreadsheet
Upload a CSV. Columns: name, sku, unit, category, cost_price, sell_price, description (name required). Matches existing parts by name and updates them — handy for filling prices onto the pre-seeded items.
Parts & materials
| SKU | Name | Unit | Your cost | Sell price | Margin |
|---|
Add service
Import from spreadsheet
Upload a CSV. Columns: name, category, unit, rate, description (name required). Matches existing services by name and updates them.
Services offered
| Category | Name | Unit | Rate |
|---|
Add vendor
All vendors
| Name | Contact | Phone | Owed | Paid to date |
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Log a part purchase
Record what a part cost and who you bought it from. Leave "Already paid" unchecked to track it as owed (Accounts Payable) until you pay it.
Bills / purchases
| Vendor | Date | Description | Amount | For | Status |
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Add account
Chart of accounts
| Code | Name | Type | Balance |
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Profit & Loss
Balance Sheet
Tasks
| Title | Due | Customer | Notes |
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Completed (0)
| Title | Due | Customer | Notes |
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