📋 Work Orders
Create and track active jobs
➕ New Work Order
Google Drive, Dropbox, iCloud, etc.
✅ Active Work Orders
No active work orders
🧾 Invoice Builder
Create, preview and send invoices
📋 Invoice Details
Link to Google Drive, Dropbox, iCloud, etc. — appears on invoice preview
📝 Terms & Submit
✓ QB CSV downloaded!
In QuickBooks: Settings → Import Data → Invoices
In QuickBooks: Settings → Import Data → Invoices
📦 Line Items
Add from Inventory
Subtotal
$0.00
Tax %
$0.00
👁 Invoice Preview
Coastal Exteriors
INVOICE
Bill To
Description:
| Description | Qty | Rate | Amount |
|---|
Subtotal: $0.00
Tax: $0.00
TOTAL: $0.00
Terms: | Payment:
💰 Payroll
Track weekly employee hours
📅 Pay Period
📅 Select dates above
📨 Submit Payroll
💵 Employee Hours
| Employee | Mon | Tue | Wed | Thu | Fri | Sat | Sun | Total |
|---|---|---|---|---|---|---|---|---|
| Grand Total Hours | 0.0 | |||||||
🗂 Archive
Completed jobs, payroll history, saved invoices, and estimates
💰 Payroll Archive
No archived payrolls yet
📋 Completed Work Orders
No completed work orders
🧾 Saved Invoices
No saved invoices yet
📝 Saved Estimates
No estimates yet
📦 Inventory
Track materials and supplies — deducted automatically when invoiced
0 / 50 items
➕ Add Product
📋 Stock List
| Product | Unit | Qty | Cost | Status | |
|---|---|---|---|---|---|
| No products yet — add up to 50 | |||||
⚠️ Low Stock Alerts
All stock levels OK
☣️ SDS Library
Safety Data Sheets for all products
➕ Add SDS Sheet
🛡 HSE Manual
☣️ SDS Library
No SDS sheets yet
📊 Job Costing
Estimated vs actual — margins, variance, drive logs
📈 Summary
Total Revenue
—
Total Cost
—
Total Margin
—
Avg Margin %
—
Best Job
—
Needs Review
—
👤 Customer Log
Past customers, GC contacts, job history
Customers
⚙️ Settings
Company info, employees, and data management
🏠 Company Info
📧 Owner Contact
👷 Employees
No employees added yet
💾 Backup & Restore
Save a complete backup of all data — work orders, payroll, employees, SDS library, and settings.
Save Backup
Download .json file
Restore
Load .json file
Restore from Firebase Backup
Load a Google daily-backup file (.json or .json.gz)
Tip: Email the backup file to yourself weekly as an extra copy.