My Business
MY BUSINESS · STEP-BY-STEP FEATURE GUIDES
Every feature, explained.
Pick a feature to see exactly how it works — step by step, with screenshots. New to the app? Start with Estimates and follow the flow from quote to getting paid. These same guides are built into the app, too — open Menu → How To.
AI Assistant (Beta)Ask in your own words to find, draft, and update records using your own connected AI key.Read the guide Price SheetsBuild a catalog of your services, materials, and hourly rates for instant quoting.Read the guide EstimatesItemized quotes, smart tax, discounts and deposits, and one-tap convert-to-invoice.Read the guide Contracts & change ordersGenerate legally binding contracts, get on-device signatures, and manage mid-job scope with auto-approved change orders.Read the guide Invoices & paymentsBranded invoices, deposit and milestone billing, card payments with Stripe, and every payment logged.Read the guide SchedulingYour next open day and every gap, recurring work that books itself, and double-book warnings.Read the guide CustomersContact info, addresses, full job history, and insurance — each customer in one place.Read the guide Employees & payrollLog hours against the job, watch pay accrue, and export a clean year-end CSV.Read the guide Subcontractors & 1099Owed-vs-paid, each year’s 1099 threshold ($2,000 for 2026 and later), and a real IRS Form 1099-NEC.Read the guide Receipts & expensesSnap a receipt and the vendor, date, and total file themselves against the job.Read the guide Documents & packagesContractor and completion packages, W-9s, and document preview before you send.Read the guide Branding & settingsYour logo, business profile, signature, and exactly what customers see on documents.Read the guide Reports & insightsCollected, expenses, net, outstanding, win rate, and the year-end accountant report.Read the guide