Guides/Video · Start here
One job, start to finish
A full tour on one real bathroom job: add the client, log the call, price it with Takeoff and the calculator, get it approved on her phone, run it with your crew, then invoice, get paid, and watch the books update.
3:42
What you'll learn
- Add a client and log a call from your phone in one tap, so nobody looks cold the day after you spoke
- Price a bathroom with the Takeoff room wizard, then add extra work with the estimate calculator
- Send the estimate and have the client approve it in her portal, on her phone
- Watch the approved estimate turn into a job with tasks, subtasks, and a schedule
- See your crew punch in, check their tasks, and snap receipts from the contractor portal
- Invoice from the job, record the payment, and see job costing and the books update on their own
Chapters
- 0:00Intro
- 0:14Add a client
- 0:24Log the call
- 0:42Price it with a takeoff
- 1:12The calculator
- 1:30Send it
- 1:38She approves on her phone
- 1:48The job builds itself
- 2:09Crew in the field
- 2:28Job costing
- 2:43Invoice
- 2:56Payment
- 3:09The books
- 3:23Dashboard
Try it on your own jobs.
Every feature unlocked, first month free, no card required.