Product
Manage Job Site is built around what already happens on a jobsite: notes, photos, a price, a signature, an invoice, and a receipt.
Walk the jobsite or New Quote starts empty. Attach pad and jobsite photos first, then Make the quote. Analyze fills customer, address, line items, and totals. You review before send. Files are checked for type and size before they are stored.
Optional Analyze drafts customer, address, line items, and totals from those photos and notes. You review before send. Manual entry is always available.
Settings theme gold/colors and logo print on the sheet. Old drafts keep the logo they were saved with. The document should look like it came from your shop.
Quotes and invoices only — no Estimates create. Same look on both: page 1 is the text; photos start page 2. No filename captions. Signature boxes stay small. Quotes become saved invoices without rebuilding the job.
Tap Create share link. The customer opens a private link and Draw-signs — Draw needs a stroke and agree; a typed name is optional. Signed versions are stored as issued — not silently rewritten later.
Connect Pay Now is optional. When connected, send an invoice with a link to pay. The customer opens the invoice, pays the balance, and the payment is recorded against that document. Until then, record cash, check, Zelle, Venmo, Cash App, or other on Money.
When a payment is recorded, a receipt can be generated and sent so the customer has proof without a separate office step.
Money in: Stripe Pay Now, cash, check, Zelle, Venmo, or Cash App. Money out: receipt photos or typed expenses. This is a jobsite tracker, not bookkeeping or bank sync.
Keep parties and jobs in the workspace so the next quote starts from a name and an address you already have.
Invite by email from Settings → Team. Admin runs the company account; Team member does the jobs. Pro and Business plans include additional users so office and field share the same customers, projects, and documents.
Customer quote, invoice, and receipt pages use unguessable tokens. Those pages are excluded from search indexing.
