🔔 Needs Follow-Up
| Received | Client | Phone | Service | Source | Overdue By | Actions |
|---|
📅 Upcoming Scheduled
| Date | Time | Client | Work | Status |
|---|
⏳ Pending / Unscheduled
| Client | Equipment | Work | Notes |
|---|
📦 Download Everything
Download all your data at once as a ZIP file containing individual CSVs for each category.
📄 Export by Category
👥 Clients
Name, phone, email, address
🗓 All Jobs
Every job including completed and cancelled
🔧 Open Jobs
Pending, scheduled, and in-progress jobs only
💵 Revenue (Paid Jobs)
All paid jobs with date, client, and amount
💰 Expenses
All recorded expenses by category and year
📥 Inquiries
All leads and their current status
🗄 Full App Backup
Export or import your complete data as a JSON backup file — use this to move data between devices or restore after a reset.
Business Profile
This information appears in the app sidebar and on all generated documents (estimates, invoices, receipts).
Business Logo
Shown in the sidebar and on all generated documents (estimates, invoices, receipts).
JPG or PNG · Max 500KB. A 300×100px JPG is usually under 50KB.
No logo
uploaded
uploaded
Sidebar Preview
How your business name appears in the app.
My Business
Professional Services
All Jobs
Status:
Payment:
| Date | Time | Client | Equipment | Work | Price | Paid | Parts | Status | Notes | Actions |
|---|
All Clients
| # | Name | Phone | Address | Jobs | Actions |
|---|
📋 P&L Summary
💵 Revenue — Paid Jobs
| Date | Client | Work / Equipment | Status | Amount |
|---|
⏳ Outstanding (Unpaid)
| Date | Client | Work / Equipment | Status | Amount |
|---|
🧾 Parts & Expenses
| Date | Item / Description | Vendor | Cost | Actions |
|---|
Inquiries
Show:
| Received | Client | Phone | Service Requested | Source | Status | Timer | Actions |
|---|