One login. Accounting records the money.

• Customers

  One company name

  The same customer is one record across the sections, unless two records both have emails and those emails differ. The same job name on that customer is one job. The same person email is one person.

• Pipeline

  Included with accounting

  The pipeline is lead, estimate, won, and lost. You can name an owner, a next step, and notes. Marking a deal lost takes one line. Marking it won does not record revenue. You open the customer, the job, and the estimate when the work is real.

• Estimates

  Two different numbers

  An estimate in accounting is a document the customer can accept. Accepting it does not charge them. A takeoff in Estimating is a working number for civil and site work. Neither one posts to the ledger by itself.

• Schedule

  Books + Jobs, $39

  A visit names a person who already works here, a job, a start, and an end. The same person cannot be in two places in that hour. Hours are a working number you copy onto the invoice. The visit does not create the invoice and it does not run payroll.

• Inventory

  In the account, not on the $19 plan

  Inventory can receive, transfer, and count. A receipt can post a journal once. A transfer posts no dollars. The vendor bill is still written in accounting. Inventory is not included in the $19 or $39 price.

• Hiring

  In the account, not on the accounting price

  Hiring is an applicant board. Moving someone to hired can add the same person and an employee row with no password. You set the password. It does not calculate withholding. That section is not on the accounting price.

Not in the product: payroll tax, a live bank login, GPS, a dispatch map, and a message that the technician is on the way. Customer invoice payments are not ours to refund. The software bill is a separate charge.