Clients and money
Every client, every job, every dollar.
Your clients, the jobs you are doing for them, and the invoices you send, all in one place. Each job tracks its own cost and profit as the work happens, so you always know which ones are making you money.
Client detail
One client, the whole story.
Open a client and it is all there: how to reach them, every job you have done or quoted, and every invoice with its status. What they have spent, and what is still on the table, sits right at the top.
- Their jobs, from first call to paid
- Quotes and invoices with live status
- Open and won value at a glance
Invoicing
Bill for the hours you actually worked.
The invoice looks like a real invoice, and you edit it right on the page. Tap once and the hours your crew really put in drop in as line items, priced for each person, with your profit shown quietly on the side so you never undercharge by accident.
- One tap turns worked hours into line items
- Send a clean, branded invoice
- Take payment and watch the balance settle
Profit
See what you make on every job.
Each job shows what you planned against what it really took, with the labor cost and your margin moving as the work gets done. The numbers are real, so you can rescue a job that is slipping while there is still time to do something about it.
- Planned hours next to real hours
- Labor cost and margin, live
- Exactly where the profit went, by person
Job sites
Every site on the map, fenced and ready.
Every place you work gets a pin and a geofence. Search the address or drag the map, set the radius, and that is the fence your crew has to be inside to punch in. Sites live once and work everywhere, in CRMb and in Punch.
- Drop a pin, set the geofence radius
- Crews must be inside it to punch in
- One site list, shared with Punch
A CRM and your billing, finally together.
Everyone you work for
Businesses and homeowners, with their contact details, notes and status, all searchable in one list.
Jobs from lead to paid
Every job moves from first call to quoted, scheduled, done and invoiced, with its value attached the whole way.
Quote, then invoice
Turn an accepted quote into an invoice in a click, with line items, discounts, a deposit and your terms.
Bill the real hours
The hours your crew actually worked become line items, priced for each person, so nothing worked goes unbilled.
Get paid
Send a branded invoice with a pay link, and payments settle against the balance for you.
Know your margin
Every job shows what it is costing you and what you are keeping, the whole time it is open.
The Punch connection
The invoice already knows the hours.
With other tools you copy hours off a timesheet and hope they are right. Here the job already has the real hours on it, because your crew punches in through Punch. So the invoice bills exactly what they worked, down to the person, with nothing left off and nothing typed in twice.
- Worked hours land on the job by themselves
- The invoice and the margin use the same real hours
- No double entry, no hours forgotten, no money left on the table
Problems it puts to bed.
Hours worked never make it onto the invoice.
One tap lifts every hour your crew really worked into a billable line.
You find out a job lost money after it is done.
Live margin on real hours shows the profit slipping while you can still act.
Client info, jobs and bills live in three different apps.
They all share one record here, so nothing falls through the cracks.
See it on real punched hours.
Free while in early access. Your Punch data is already inside.