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 which payment methods appear on invoices and receipts:
Add contact details for scheduling and follow-ups.
No items added yet. Add parts and services above.
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:
Scan a parts store receipt to automatically extract items.
Tap to capture • Hold for long receipt
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Review and edit items before adding. Uncheck items you don't want to add.
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Manage your contract templates
These will be pre-selected when sending contracts from appointments.
All signed documents