Local only

Dashboard

Overview of your business and what's next.

Active Jobs 0 Open jobs saved here.
Drafts 0 Quotes still being built.
Pipeline Value $0.00 Quoted value in active work.
Average Margin 0% Average on active estimates.

Pipeline

Filter active jobs by stage.

Select a stage to filter the Active Jobs list.

Active Jobs

Open, update, or move active jobs forward.

Schedule Needed shows approved jobs that still need a date.

No active jobs match this view yet

Start a new proposal or broaden your search and status filter.

Archive

Search saved jobs that are no longer active work.

Paid jobs and dormant opportunities stay recoverable with proposal details, photos, pricing, notes, and activity history.

Archived Jobs 0 Paid/completed and dormant records stay searchable here.

Archive

Open archived jobs to review notes, pricing, photos, and activity.

Dormant keeps parked or lost opportunities out of active work.

No archive jobs match this view yet

Switch archive filters or broaden your search.

Schedule

View the month, tap a day, and prep the crew sheet.

Keep it simple: place scheduled jobs on the calendar, select a day, and send a clean daily sheet to the crew lead.

Month This Month Any saved proposal with a scheduled date shows here.
Day Jobs 0 Jobs on the currently selected crew-sheet date.
Day Revenue $0.00 Base quote total for the selected day.
Jobs This Week 0 Scheduled jobs in the real current week.
Revenue This Week $0.00 Base quote total for this week's scheduled work.

No scheduled jobs this month

Assign a schedule date from proposal detail to place a job on the calendar.

CALENDAR

Select a day to view crew sheet

Payroll

Build payroll batches, review labor payouts, and track balance remaining.

Keep payroll practical: pull in scheduled jobs by day, finalize when ready, and keep permanent payment history across batches.

Payroll Batches 0 Draft and finalized payroll runs saved on this device.
Outstanding Balance $0.00 Total labor balance remaining across payroll jobs.
Unpaid Jobs 0 Jobs with no payroll payments recorded yet.
Partial Payments 0 Jobs with some payroll paid and balance remaining.

Payroll Pipeline

See which payroll batches still need attention.

Draft and Open Balance batches are shown by default. Completed is the Payroll Archive.

Batches

Payroll batches

Showing Draft and Open Balance payroll batches.

No payroll batches yet

Create a payroll batch to start grouping scheduled jobs and tracking payouts.

Guided Builder

Create a new proposal

Move through the proposal one step at a time and save when the review looks right.

Working Draft Unsaved

Step 1

Set up the customer and proposal identity.

Keep this step focused on who the proposal is for and what you want it called in the dashboard.

Step 2

Build the system, components, and install details.

Keep the whole production-side setup on one page so the proposal is faster to edit and easier to verify.

Leafguard

Keep quoted Leaf Guard details here for proposal pricing.

Apply or remove Leafguard from the Review step after final approval.

Advanced Options

Specialty Items

Keep less-common components grouped together.

Custom Material Pricing

Apply a one-off material adjustment for this job without changing the Pricing Library.

This applies to the current job only and does not update the Pricing Library.

Step 3

Review the proposal before you save it.

Review the internal scope, customer-facing copy, and operational notes before saving.

Job Details

    Scope Summary

      Leafguard Review

      Not Applied

      Quoted Leaf Guard remains optional until you apply it to this job. Use the Scope step to edit quoted feet or install type.

      Customer Proposal Preview

      Generated proposal text.

      
                  
      

                  
      
                    
      Additional Project Notes
      
                    
      Customer-facing notes shown below Scope of Work and above Total Price.
      
                    
                  
      

                  
      
                    
      Internal Operations Preview
      
                    
      
                  
      

                
      
              
      
            
      
          
      

          
        
      

        
      
          
          
          
      
            
          
      
        
      
      
      

      
      
        
      
          
      
            
      Proposal Detail
      
            
      Open a saved proposal to review customer-facing value, internal metrics, and activity history.
      
          
      

          
      
            
      
              

              

              
      
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              Total Price 
              $0.00
              Customer-facing base quote.
            
      
            
      
              Profit
              $0.00
              Base package profitability.
            
      
            
      
              Leaf Guard
              Not Applied
              
            
      
            
      
              Material
              
      
                
                
                
              
      
            
      
            
      
              Scheduled Date
              Not Scheduled
              
              
              
            
      
          
      

          
      
            
      
              
      
                
      Scope
      
                
      What this proposal includes.
      
              
      
              
        
            
        

            
        
              
        
                
        Internal Notes
        
                
        Job notes.
        
              
        
              
              
        
                None
                
              
        
            
        

            
        
              
        
                
        Pricing Breakdown
        
                
        
                  
        Job pricing.
        
                  
                
        
              
        
              
        
                
        Base Job Breakdown
        
                
        
                  Material
                  $0.00
                
        
                
        
                  Labor
                  $0.00
                
        
                
        
                  Total Cost
                  $0.00
                
        
                
        
                  Overhead
                  $0.00
                
        
                
        
                  Profit
                  $0.00
                
        
                
        
                  Base Final Price 
                  $0.00
                
        
                
        Add-Ons / Upgrades
        
                
        
                  LeafGuard 
                  $0.00
                
        
                
        Totals
        
                
        
                  Base Final Price
                  $0.00
                
        
                
        
                  Add-Ons Total
                  $0.00
                
        
                
        
                  Total Proposal Price
                  $0.00
                
        
              
        
              
            
        

            
        
              
        
                
        Job Details
        
              
        
              
        
            
        

            
        
              
        
                
        Payroll History
        
                
        Payroll activity tied to this job.
        
                
        Payment entries are shown with the payroll batch where they were recorded.
        
              
        
              
        
              
        
                
        No payroll activity yet
        
                
        This job has not been included in a payroll batch.
        
              
        
              
        
            
        

          
        
        
        

        
        
          
        
            
        
              Total Price
              $0.00
              Main quoted amount shown to the customer.
            
        
            
        
              Optional Leaf Guard
              $0.00
              Leaf guard stays separate from the base quote.
            
        
            
        
              Price / LF
              N/A
              Base price divided by the main install footage.
            
        
          
        

          
        
            
        
              
        
                
        
                
        
              
        
              
        
                Total Price
                $0.00
              
        
            
        

            
        
              
        
                
        Job Details
        
                
          
              
          
              
          
                
          Scope of Work
          
                
            
              
            
              
            
              
            
                
            
                  
            
                    
            Message Preview
            
                    
            Generated proposal text.
            
                  
            
                  
                
            
                
                
            
              
            
            
            
          
            
        
            

        
            
          
            
            
            
              Active Job Labor
              $0.00
              Operational labor total for the current job setup.
            
            
            
            
              Material & Labor Cost
              $0.00
              Combined labor and material cost before operating overhead.
            
            
            
            
              Active Cost / LF
              N/A
              Calculated from the active operational total.
            
            
            
            
              Active Job Profit
              $0.00
              Gross profit for the active operational job.
            
            
          
            

          
            
            
            
              
            
                
            Performance Metrics
            
                
            Crew planning and per-foot performance.
            
              
            
              
            
            
            

            
            
              
            
                
            Material List
            
                
            Estimator and crew-ready material counts.
            
              
            
              
            
            
            

            
            
              
            
                
            Ops Output
            
                
            Copyable internal sheet for the team.
            
              
            
              
            
            
            
          
            
        
            

        
            
          
            
            
            
              
            Activity Timeline
            
              
            Saved events for this proposal.
            
              
            Exports, copies, edits, status changes, and saves all appear here locally.
            
            
            

            
            
          
            
        
            
      
            

      
            
        
            
          
            
            
            Pricing Library
            
            
            Edit the global pricing and brand defaults once.
            
            
            These values power the builder, the internal calculations, and every future proposal you save.
            
          
            
        
            

        
            
          
            
            
            Settings save automatically.
            
            
          
            

          

          
            
            
              
            
                
            Brand Profile
            
                
            Company Info
            
                
            Company information used throughout the proposal experience.
            
              
            
                        

            
            
              
              
            
            

            
            
              
              
            
            

          
            

          
            
            
              
            
                
            Operations
            
                
            Crew Management
            
                
            Optional lightweight crew labels for future multi-crew workflows.
            
              
            
                        

            
            
              
            
            

            
          
            

          
            
            
              
            
                
            Proposal Presentation
            
                
            Proposal Settings
            
                
            Customize customer-facing proposal wording and display defaults.
            
              
            
                        

            
            
              
              
            
            

            
            
              
              
              
              
              
            
            

            
            
              
            
            

            
            
              
            Optional Add-Ons
            
              
            
                
                
                
              
            
            
            

            
            
              
              
              
              
            
            

            
          
            

          
            
            
              
            
                
            Minimum Rules / Markups
            
                
            Minimum Rules / Markups
            
                
            Control minimum labor, pricing rules, overhead, specialty markups, and default pay type.
            
              
            
                        

            
            
              
              
            
            

            
            
              
              
              
            
            

            
            
              
              
              
            
            

            
            
              
            
            
          
            

          
            
            
              
            
                
            Scheduling Settings
            
                
            Schedule Settings
            
                
            Choose which days Auto Schedule can use and which days the calendar shows.
            
              
            
                        

            
            Auto Schedule Workdays
            
            
            Controls Auto Schedule and Roll Back placement only.
            
            
            
              
              
              
              
              
              
              
            
            

            
            Schedule View Days
            
            
            Controls which weekday columns appear on the Schedule calendar.
            
            
            
              
              
              
              
              
              
              
            
            
          
            

          
            
            
              
            
                
            Labor And Payout Pricing
            
                
            Standard Labor & Payout Pricing
            
                
            Standard labor costs used to build aluminum jobs before pricing rules are applied.
            
              
            
                        

            
            
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
            
            
            
            Enter only the additional labor above the standard gutter labor rate for angled fascia or open rafter sections.
            
          
            

          
            
            
              
            
                
            Copper Labor And Payout Pricing
            
                
            Copper Labor & Payout Pricing
            
                
            Copper labor costs used for copper K-style and copper half-round jobs.
            
              
            
                        

            
            
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
            
            
          
            

          
            
            
              
            
                
            Standard Material Pricing
            
                
            Standard Material Pricing
            
                
            Editable standard aluminum material costs for profitability tracking.
            
              
            
                        

            
            
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
            
            
          
            

          
            
            
              
            
                
            Half-Round Material Pricing
            
                
            Half-Round Material Pricing
            
                
            Aluminum half-round material costs used for half-round jobs.
            
              
            
                        

            
            
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
            
            
          
            

          
            
            
              
            
                
            Copper Material Pricing
            
                
            Copper Material Pricing
            
                
            Copper material costs used for copper K-style and copper half-round jobs.
            
              
            
                        

            
            
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
            
            
          
            

          
            
            
            
              
                Photo Intake AI / Advanced Settings
              

              
            
                
                
                
                
                
                
              
            

              
            
                
            Local Data Migration
            
                
            One-time JSON tools for moving local records between browser storage locations.
            
              
            
              
            
                
                
              
            
              
            Local migration tools copy records only. The OpenAI API key is excluded.