Connect your Stripe account
Required to send invoices, create payment links, and accept card payments from customers.
Owner Dashboard
Welcome back, there! 👋
Getting Started
Reach your first invoice in under 20 minutes.
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STEP 1
Set up your business profile
Add your company name, logo, and service area so invoices and estimates look professional.
STEP 2
Add your first customer
Get someone into the system so you can book work and bill them.
Import from CSVSTEP 3
Create your first job
Book a job for your customer so you can schedule and track the work.
STEP 4
Send your first estimate or invoice
Send an estimate or invoice to your customer — this is the money path.
STEP 5
Connect Stripe so you can get paid
Link your Stripe account to accept card payments online.
OPTIONAL
Try an AI workflow
Let the Growth Advisor find your next opportunity — optional, but powerful.
Time Clock
Not clocked in
This Month
$0.00
On pace for $0.00 this month
Everything's on track
No items need your attention right now.
Total Revenue
$0.00
this month
Gross Profit
$0.00
add cost data
New Customers
0
this month
Active Jobs
0
in progress / today
Revenue Trend
Revenue by Service
No revenue by service yet
Recent Activity Overview
| Metric | Today | This Week | This Month | 7-Day Trend |
|---|---|---|---|---|
| Revenue | $0.00 | $0.00 | $0.00 | |
| Calls | 0 | 0 | 0 | |
| Jobs Completed | 0 | 0 | 0 | |
| New Leads | 0 | 0 | 0 | |
| Estimates Sent | 0 | 0 | 0 |
Needs Follow-Up
All caught up!
No overdue invoices or stale estimates.