My Clients
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Tasks
Client tasks & follow-ups
New lead
Paste an email or form submission — AI will extract the contact info
Paste lead email or message
Calendar
Appointments & schedule
Customer
Projects
Projects
Client documents
Drop files here
or
Project
Material catalog
Prices & vendor assignments
| Name | Category | Unit | Price | Vendors | Actions |
|---|
Labor task library
Productivity rates per crew-day
Productivity rate = how many units (SF, LF, CY…) one crew can complete per day. When you add a task to an estimate and enter a quantity, the suggested days are auto-calculated.
| Task name | Category | Unit | Productivity (units/day) | Notes | Actions |
|---|
Vendors
Material suppliers
Clause library
Scope of work & legal language
Settings
Labor rate
Labor is estimated in 0.25-day increments. This rate applies to all new estimates. Changing it here also updates the current project.
Company information
Default pricing
Database sync
Connect to PocketBase for multi-device sync
Not connected
Don't have a server yet? pocketbase.io is free and open source.
See the setup guide for step-by-step server instructions.
Job templates
Pre-built estimates for common project types
Templates store material sections (with line items) and labor tasks. On any project, click Apply template to pick and choose which sections and tasks to add — quantities and prices are pre-filled and always editable.
Verbiage library
Reusable text blocks for proposals
Proposal Builder
Users
Manage who can access this app
Each user has their own client list. Anyone can view and edit all clients via the "All clients" toggle. The library (materials, labor tasks, vendors, etc.) is shared across all users.
Quick estimate templates
Editable job type calculators with measurement fields and auto-calculated quantities
Templates define measurement fields (e.g. SF, depth, LF) and use simple formulas to calculate material quantities and labor. Use field IDs in formulas — e.g.
sf * 1.1 or (sf * depth_in / 12) / 27.