Jobs
Every document and payment for one job, in one place.
A job holds the estimate, the changes your client approved, each invoice and each payment. You always see what was agreed, what changed and what is still owed.
Free accounts keep up to 3 open jobs. Pro has as many as you need. Your first job has every Pro feature.
How it works
Read this video as text
- Start a job. Everything for the work lives in it.
- The job shows what was agreed, what changed, and what is still owed.
- 1
Start a job
Add the client and the site address. The billing address can be the same or different.
- 2
Add documents as the work goes
Estimate, change orders, deposit, progress invoices and the final invoice all sit on the job.
- 3
Follow the next step
Every job shows what to do next, such as "Send the deposit invoice" or "Confirm the payment".
Your client sees the same story
With the client portal, your client opens one page for the job: every document, every payment and your messages. They do not need an account.
The balance is always explained
- Changes waiting for approval are never counted as approved.
- A payment is never counted twice.
- The final invoice shows the estimate, each approved change and each payment, line by line.
Questions
Do I have to use jobs?
No. You can still make a single estimate or invoice without a job. Jobs help when the work has more than one document.
What happens when a job is paid?
It moves to paid, and the receipt is ready to send. It stays in your list so you can find it later.
Can I see what my client still owes across all jobs?
Yes. Home shows money owed and the jobs that need you first.
Does it work offline?
Yes. You can work without a connection, and your changes sync when you are back online.
Send your first estimate today.
Get startedFree plan available. No credit card for Free.