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Your 1099 tax hub. Track deductions, run through your taxes, or view your Schedule C.
Annual home expenses:
Add or remove admin accounts that can access this panel.
Configure user roles and their permissions.
Quote requests will be sent to these email addresses:
Configure automated communications. All automations are off by default.
Define service types for interval reminders, seasonal check-ins, and warranty tracking.
Configure which payment methods appear on invoices and receipts:
Add contact details for scheduling and follow-ups.
Pick up parts or make a stop on the way
Confirm details to add this lead as a customer.
Tap a day to follow up with
How did it go with ?
Save what was quoted for this contact.
Update notes for customer.
Pick a day for
To:
| Date | Customer | Vehicle | Items | Total | Actions |
|---|---|---|---|---|---|
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Hold for long receipts
Image sent to scanner:
Scanning receipt...
Select from inventory or add new purchased parts below.
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Manage your contract templates
These will be pre-selected when sending contracts from appointments.
All signed documents
Variables: {{customer_name}}, {{vehicle}}, {{services}}, {{total}}, {{date}}