Buttons are named the way they read on screen. Jobs only owners and admins can do are marked. Open a job to see its steps.
Work
Overview
Your day in one place: the numbers for the period, suggestions for your open deals, your to-dos, the week’s appointments and the team chat.
Start your day
Open Overview (it’s also the page you land on).
Pick Me or Team, and the period, at the top: the performance cards compare with the period before.
Work the Suggestions from the top: each is one open deal and the next thing to do on it.
Check My Day, the week and your to-dos; Recently visited and the Team chat sit side by side below.
Add a to-do
On Overview, type it in the To-dos card and add it (pick a day if it’s due).
Tick it when it’s done. A team to-do (no one assigned) can be worked by anyone.
Work
Inbox
Everything waiting on you in one list: new leads nobody has called yet, missed calls, texts nobody has read, follow-up calls due today and the to-dos that are due. Each row opens the page where you deal with it.
Clear what’s waiting
Open Inbox at the top of the menu (the number beside it is what’s waiting).
Start with Speed to lead: the oldest new lead first. Call them; the row leaves once they’re called.
Then unread texts and missed calls, then the follow-up calls due today and your to-dos.
Mine shows what’s yours and nobody’s; Everyone shows the whole team’s (owners and admins).
↑ and ↓ move through the list, Enter opens the row.
Work
Apps
The paperwork a job needs, in one place: contracts, retainers, right-to-cancel and lead-safe forms, selections, change orders, spec sheets, purchase orders, sub agreements, invoices, statements, lien waivers, the final walkthrough and the warranty. Pick the job first; each app starts filled in from it.
Make a document for a job
Apps → Pick the job: search by the client, the deal, the project number or the address.
Click an app. A dimmed one says what it’s waiting for (the deal won, the project made).
It opens filled in from the job: check it, then send it to sign, sign it in person, or email it as a PDF.
The job’s documents so far are listed under it; each opens its page.
Get or give a lien waiver
Apps → pick the job → Lien waiver to the client (yours, for a payment the client made) or Lien waiver from a sub (the sub’s, for what you paid them).
Pick the form (conditional or unconditional, progress or final); the last payment fills the amount and the date.
Send it to sign. A waiver to the client is yours alone: sign it, then email it as a PDF.
Send a purchase order to a supplier
Apps → pick the job → Purchase order: the order list’s items still to order come in with their costs.
Check the supplier, the lines and the delivery, then Email it: the PO is final (numbered) and goes as a PDF.
The order list’s lines get the PO number.
Make an invoice from AppsOwners and admins
Apps → pick the job → Invoice: the project’s Billing opens with a new invoice.
Type its lines or bill a share of the contract, then Make it and send.
Tip: Some states require their own lien waiver and cancellation forms. Settings → Document wording holds every app’s words: have your attorney look them over.
Work
Calendar
Appointments by day, week, month and agenda, per person: estimates, installs, site visits and your own types, plus meetings.
Book an appointment
Calendar → Book appointment (or click an empty time).
On the left: the type, who goes, the day (tinted days have open times) and an open time, or Custom time.
On the right: the lead or deal (or a new customer) and the type’s questions.
Tick to email the customer if you want, then book it. An estimate for a lead opens its deal too.
Move, reschedule or cancel an appointment
Drag it to the new time, or open it and press Reschedule to see open times.
To cancel, open it and press Cancel with a reason.
Assign the week’s estimatesOwners and admins
Calendar → Assign estimates.
Each estimate shows who’s free and each person’s load; pick who goes (or take the suggestion).
Assigning also gives that person the lead and the deal.
Set appointment types, hours and online booking
Open the Calendar’s settings (the gear on the Calendar, or Settings → Calendar & booking).
Owners and admins: add appointment types (color, length, questions), the company’s hours, online booking and the estimate team.
Everyone: set your own hours and whether you take online bookings.
Connect your Google Calendar or Outlook
Calendar → Connect your calendar → Google or Outlook, and allow it. Each person connects their own.
Your ECHOPS appointments and meetings go into it, and your busy times come back (only the times, never what they are), so nobody books you twice.
Refresh brings it up to date now; Disconnect stops new ones going there (what was added stays).
Work
Meetings
Video meetings with the team or clients, shared notes, and minutes written by AI.
Hold a video meeting
Open Meetings and schedule one with the people and the time, or start one now.
Everyone invited gets the link; press Join when it’s time.
Take notes in the meeting’s notes; afterwards the AI can write the minutes and you can share them to a chat.
Keep the call open while you work
In the call, go to any page (Leads, a deal): the call carries on in a small window in the corner, and a screen share keeps going.
Drag the window by its bar; its buttons go back to the meeting, change the background, go full screen or leave.
Record a call, blur or change the background
In the call, press Record (the team can; guests can’t). Everyone in it sees it’s recording.
The recording shows on the meeting’s Recordings tab a minute or two after it stops: play or download it.
Background: blur, a picture, or your own (desktop browsers). Full screen fills the screen with the call.
Work
Chat
The Team channel, group chats, direct messages, a chat per deal and per client’s project, and your own chat with ECHO, the AI.
Message the team or one person
Open Chat and pick the Team channel, a group or a person (or start a new one).
Type, @mention someone to bell them, attach files or paste a screenshot.
Talk about one deal or job
Open the deal (or project) and press Team chat.
Everyone on the deal’s team sees it; the crew sees the deal chat on their portal.
Chat while you work on something else
Press the round quick button at the bottom right of any page, then Team chat.
Pick the Team channel, a group or a person: the chat opens in a small window that stays open as you go to other pages.
Unread messages show as a number on the quick button. Ask ECHO and the Phone open from the same button.
Call from a chat
In a group or direct message, press the video call button: it starts a meeting with those people.
Work
ECHO, the AI
ECHO answers questions about your leads, deals, jobs and calendar, drafts emails and texts, and proposes changes for you to confirm. Ask it from any page, in Chat, or on WhatsApp.
Ask ECHO from any page
Press Ask ECHO (top right) and ask in your own words: what’s on my day, which deals went quiet, where a job stands, how do I…
It answers from what you can see in the workspace, with links to the records and the pages.
A change it proposes (a to-do, moving a lead, deal or job, booking an appointment, a note) shows as a card: nothing changes until you press Confirm.
A draft opens your own email or text composer with the words in it: ECHO never sends anything itself.
Ask ECHO in a chat
Write @echo and your question in the Team chat (ECHO is in it), or in any chat ECHO was added to.
ECHO answers in the chat for everyone in it, as you: what only owners and admins may see, it sends to your own ECHO chat instead.
A change it proposes shows as a card; only you can press Confirm.
Talk to ECHO on your own
Open Chat → ECHO (right under Team): only you read it, and every message there is a question for ECHO.
Each workday morning ECHO sends you how your day looks there; switch Morning message off at the top if you’d rather not.
Add ECHO to a chat or take it out
Open the chat → Info (the i at the top right) → Add ECHO, or Take ECHO out.
Owners and admins decide for the Team chat, a group’s admins for the group; either person in a direct message; anyone on a deal’s chat. Never a client’s chat.
Ask ECHO on WhatsAppOwners and admins
Settings → ECHO → Ask ECHO on WhatsApp: your WhatsApp number (your business number, which the ECHOPS team sets up as a WhatsApp sender: ask them through support) and who can ask.
The people you pick message that number from the mobile number on their profile and get ECHO’s answer there: a project’s status, a deal, the week. They can also ask it to save a fact to the Knowledge Base.
Saving a note to the Knowledge Base is the one thing ECHO changes from WhatsApp: it can’t book, move or change records, and it never sends anything to clients.
What ECHO never does: mark a deal won, send, sign, delete, touch prices or payments, or say what anyone is paid. On which plan: ECHO is in every plan; its monthly allowance grows with the plan.
Work
Calls & Texts
Calls and texts with customers on the company’s number, one conversation per person, with the call log, recordings, voicemail and AI summaries.
Text a customer
Open Calls & Texts and pick the conversation, or press Text on a lead or deal.
Write it (Answer with AI and Correct can help) and send.
Someone who texted STOP gets nothing until they text START.
Call a customer
Press Call on a lead or deal, or the Phone in the quick buttons (bottom right) and type the number.
The call rings out from your business number; it’s recorded with a notice when recording is on.
Open the call: listen, read the summary, then press Call back.
Change who rings and the greetingsOwners and admins
Calls & Texts → Settings (also Settings → Calls & Texts): who rings, the cell forward, greetings, recording and the voice.
Get a business numberOwners and admins
Before there’s a number, Calls & Texts (or Get a number in the quick buttons) asks the ECHOPS team for one, with the area code you’d like.
Texting starts once your business is registered for it.
Turn on the AI voice agentOwners and admins
Settings → Plan & billing: add the AI voice agent. It needs Calls & Texts, which is added with it on Solo and Crew.
Calls & Texts → Settings: switch the agent on for your number and pick when it answers: every call, only missed calls, or after hours.
Give it a name, a voice, a greeting and what to say about your business. It books estimates from your online booking, takes messages on the lead and puts callers through to your team.
Set the monthly limit (300 to 3,000 minutes). Past the limit, calls ring your team as before.
On which plan: Calls & Texts is a $79-a-month add-on on Solo and Crew, and included in Company. The AI voice agent is $49 a month with 300 minutes, then 15¢ a minute.
Work
Email
Email from your own Gmail or Outlook, inside the app, filed on the lead or deal.
Connect your mailbox
Open Email and follow the three steps to connect Gmail or Outlook. Gmail sends from ECHOPS today; reading your Gmail inbox inside ECHOPS opens after Google’s security review.
Email a customer
Press Email on the lead, deal or project (or New email on Email).
Pick a template if you have one, attach files, write (Write with AI helps), and send.
Your signatures are on your profile.
Sales
Leads
Every lead from every source, its follow-ups and where it stands, from New to Scheduled (the estimate is booked) or Unqualified.
Add a lead by hand
Leads → New lead.
Name, phone or email, the source and the project type; save it.
Type an address faster
Start typing in any address field (a lead, a deal, a contact, a job, a quote, a location, a route stop): suggestions show under it.
Addresses you’ve used before come first; with Google Maps on, Google’s suggestions follow. Pick one with the mouse or ↑ ↓ and Enter; Esc closes the list and keeps what you typed.
Picking fills the ZIP (and the city and state where the form has them), and places the address on the maps right away.
Follow up a lead
Open the lead: its grid counts each call, text and email (a call or message from here counts by itself).
Use the 1st, 2nd and last follow-up buttons: they open the email or text with the words written.
Your due follow-ups come by email each morning.
Book the estimate (Scheduled)
On the lead, press Mark Scheduled.
Pick the day, time and who goes; it books the appointment and opens the deal.
Work leads from the table
Leads → Table: change a lead’s owner, project type, location and source right in its row; Status opens its window.
Filter & sort above the table narrows the list; save a view you use often.
Close a lead
Set status → Unqualified with the reason (or take it off the board).
It goes to the Archive after a while and can be brought back.
Import leads from a spreadsheetOwners and admins
Leads → ⋯ → Import leads (Settings → Integrations → Import leads from a spreadsheet), pick the CSV and match its columns.
Check the preview, then import.
Sales
Estimates
On-site estimate questions for your trade (kitchens, bathrooms, remodels, exteriors and more), photos, the layout drawing, and the AI design studio.
Do an on-site estimate
On the deal, press Kitchen estimate or Bath estimate (or open Estimates).
Answer the questions (press / to find one); Add photos or Take a photo.
It saves by itself; Save estimate moves the deal to Awaiting quote.
Show the layout in 3-D
Open the estimate’s Layout step and press 3D in the drawing’s toolbar (or 3D on the Summary).
Drag to turn it, scroll or pinch to zoom; the walls nearest you step aside so the room stays in view (Show all walls puts them back).
Picture saves the view as an image for a text or an email; Plan goes back to the drawing.
Show the client a design with AI
Estimates → AI design studio.
Add a room photo, the room and a style (or Surprise me), and say what to change.
Save to the deal keeps it in the deal’s files.
On which plan: AI design images (the design studio and Make it realistic) are 25, 100 or 300 a month on Solo, Crew and Company.
Sales
Quotes
Every quote, and the builder that prices it step by step from your Price Book.
Make a quote
Open the deal and start a quote (or Quotes → new).
Go through the builder’s steps: prices come from the Price Book; Swap changes a product on the final quote.
It saves as you go; Print / PDF shows the client’s document.
Send a quote to sign
In the builder, press Send.
Pick the quotes to offer (one or options), how it goes (email, your own mailbox, or in person), and a note.
The client signs online; the deal moves to Won by itself. Stop link takes it back.
Look over quotes and change their status
Quotes: click a row to open its PDF in the viewer (the client’s quote, then its sheets and the job’s documents), with its details and actions.
Change the status right in the table (Draft, Sent, Declined); a quote is signed on its deal’s Won step. The client’s name or the pen opens the builder.
Offer another option
In the builder, press Duplicate as new option, change what differs, and send both together.
Say who does each line: your crew or a sub
In the builder’s Quote step, open Crew & costs.
Each line with labor has Crew and Sub: Crew makes its labor your crew’s time (hours on the job), Sub sends it to the sub’s labor sheet. Lines start from their price book costs (crew hours are the crew’s, sub prices a sub’s); a line with both shows both lit.
The tiles at the top show your crew’s hours and cost and what goes to subs. The price doesn’t change, only who does the work.
When the deal is won, the subs’ lines go on the job’s labor sheet and the crew’s hours become the job’s crew budget.
Make a drawing look real (Make it realistic)
In the quote builder, open Drawings and add the design program’s 3-D view or elevation (a PDF or a picture).
Press Make it realistic on that page: an AI render of the finished room is added right after it, with nothing in the design changed, and checked against the drawing.
Tick Show to the client when it should go out: the print, the PDF and the client’s link show only the pages ticked. Redo draws it again.
Sales
Deals
Deals by stage, from the estimate to Won or Lost, with their quotes, files, chat and team.
Move a deal to another stage
On Deals (Kanban), drag the card, or open the deal and change its stage.
Won asks for the signed quotes and any missing details (address, source, designer…).
Change a deal from the table
Deals → Table: click a deal’s stage, owner, estimate date, next follow-up, value, project type or location to change it right in the row.
Next follow-up: click it to mark it done or add the next one. Quotes: click to open one as the client sees it, or start a new one.
The ⋯ at the end of a row emails the client, adds a follow-up or marks the deal won or lost.
Change many deals at once
Tick the boxes at the start of the rows (the box in the titles ticks every deal on screen).
Use the bar at the bottom to set the stage, owner, location or project type for all of them. Won and Lost stay one deal at a time.
Find everything about one deal
Open the deal: quotes, estimates, files by folder, texts, emails, the deal’s chat and its project are on the page.
Production
Handoff
Won jobs before the work starts: sales hands each one to the project manager with the spec sheet, the materials and the questions to answer before day one.
Hand a won job to the project manager
Production → Handoff lists every won job that hasn’t started. Open one.
Make the spec sheet from the signed quotes (it’s kept on the job), answer the pre-start questions, and check the materials: orders marked received or on site tick themselves, tick the rest by hand.
Write anything else the crew should know, then press Handoff complete: the job moves on to Projects.
Change the pre-start questions
Settings → Project setup → Handoff questions: add, reword, reorder or remove them (owners and admins).
Production
Orders
Materials per job: what to order, what’s ordered, what arrived, pick-ups and deliveries, and the suppliers.
Enter an order
Orders → Enter an order (or on a project’s list, Pull the quote’s order list).
Mark it ordered with the order number, cost and how it arrives; Read it with AI fills it from a confirmation.
Receive an order
Orders → Receive an order: type the order number, or Photo a packing slip.
Tick what came; anything damaged goes back with an RMA.
Add a supplier
Orders → Suppliers → Add a supplier, with its branches and your rep.
Import your supplier listOwners and admins
Download the list from your spreadsheet as a CSV (one row per supplier, or one per branch).
Orders → Suppliers → Import suppliers, and pick the file: check the columns it matched and the first rows.
Import adds the new ones. A supplier already on the list keeps what you typed: the file only fills its empty fields and adds branches.
Print the hand-off list
Open a project’s order list and press Hand-off list.
Print or save it as a PDF: it prints sideways (landscape) so every column has room, with a line to sign at the bottom.
Production
Labor
Two halves. Subs: a labor sheet per job for the sub, their change orders and payments, and the sub list. Hours: your own crews, the crew schedule, the hours they log on each job and what they cost.
Start a job’s labor sheet (a sub)
Labor → Subs → New labor sheet (or Start it from the quote’s labor).
Pick the sub and check the lines; Sheet for the sub prints it in their language.
Record a sub paymentOwners and admins
Open the sheet: the base is paid in thirds by the job’s step.
Mark a payment paid with how and its reference (a check also goes in Accounting’s register).
Make a crew of your own people
Labor → Crews & rates: add the people who work on your crews, on any plan. On Solo and Crew, set each person’s cost an hour there (Add a person or Edit). On Company, their pay rates live in Payroll → People & rates.
Labor → Hours → Crews & rates → New crew: a name, a color, what they do, its people and a lead.
Each person is on one crew; picking someone on another crew moves them. Archive a crew once nothing is booked for it ahead.
Book a crew on a job (the crew schedule)
Labor → Hours → Crew schedule: drag across the days on a crew’s row, or press Book a crew.
Pick the job, the days and the hours a day (weekends only when ticked); a crew booked twice on a day, or someone off, is marked.
Drag a bar to move it or onto another crew, drag its ends to change its days, or click it to edit or remove it (with Undo).
The crew’s people who sign in get a bell with the job and the days, and the deal’s chat gets a line (never a rate).
See the hours and labor cost per jobOwners, admins and people with payroll access see each person’s hours; costs are for owners and admins.
Everyone picks the job on their time sheet (Payroll → Time sheets → Job); a day with no job picked counts for the job the schedule had them on.
Labor → Hours → Hours by job: planned against logged per job, and (owners and admins) the cost at each person’s rate.
Open a job’s row to see each person’s hours. The job’s page shows its crews and hours too (Orders & crew).
Bring your subs in from a spreadsheetOwners and admins
Labor → Subs → Import subs, and pick a CSV (from Excel or Google Sheets: File → Download → CSV).
Check the columns it matched (name, company, phone, email, trades, license, insurance date, language, notes) and the first rows; fix a column if it guessed wrong.
Import: new subs are added; a sub already on your list (the same email or phone, else name) keeps what you typed and only gets its blanks filled and new trades.
Keep what each sub charges, for any trade
Labor → Subs → open a sub → Their prices: add a line of work, its price and its unit (per job, per sq ft, per linear ft, per square, per fixture, per room, per hour, per day…).
Ideas under the list offer your kinds of job (per job) and the usual prices for the sub’s trades: a plumber’s rough-in per fixture, a roofer’s tear-off per square, a tiler’s floor tile per sq ft.
A per-job price for a kind of job shows when you pick a sub for a job of that kind.
Production
Jobs
Quick jobs and service plan visits: work done in one visit, priced from your Price Book at the door, signed by the client on your screen and paid on the spot. All jobs is the main board; Today shows the day’s visits, one column per tech.
Book a quick job
Jobs → New job: search your contacts for the client, or type a new one with their phone and email.
Add the address and what it’s for, then book the visit: the day, the time, how long and the tech.
Make the job: it opens, and the visit is on the Calendar and on Today.
Price it, get it signed and get paid
Open the job → The work and the price → Add what the job includes: pick items From the Price Book or type a line; change the quantity or the price.
Preview shows the quote as the client gets it (the PDF, with every option side by side) before you send it or hand them the screen.
Better / best option copies it so you can offer more; tick The client chose this one on the one they want, then Save.
Client signs: hand the screen to the client to type (or draw) their signature.
Bill the job makes the invoice; Take payment opens its pay page so the client pays by card or bank right there, or Copy pay link to text it.
Run the day
Jobs → Today: a column per tech with their visits in order; the arrows step through the days.
Leaving for a job: On my way (on the card, the job’s page or the table’s status) texts the client from the business number, with when you’ll get there. It works that out from your last stop, or from where you are if you allow your browser to share your location. Your location is used once for the arrival time and isn’t stored; when Google Maps is on, it goes to Google’s routing for the drive time with live traffic. Read the text, change it if you like, and send.
Open a card for the job; Start the job when you arrive, Mark done when you leave (a plan visit billed per visit bills itself).
To schedule lists open jobs with no visit booked yet.
Move or stretch visits on the Gantt
Jobs → Gantt: two weeks, a row per tech.
Drag a visit to another day, or onto another tech’s row: it keeps its time of day and length.
Drag a visit’s right edge to make it longer or shorter (15 minutes at a time, up to 10 hours; a full day’s cell is 8 hours), even a visit already past. Undo puts it back.
Tip: Jobs shows when your trade uses quick jobs; any company can turn it on in Settings → Your trade.
Tip: A project type can run as a quick job or a project: Settings → Quote setup → the project type → How a job of this kind runs.
Production
Service plans
A client’s visits that repeat (lawn, pool, cleaning, pest, maintenance), placed on the schedule ahead of time as quick jobs and billed per visit or monthly.
Set up visits that repeat
Jobs → New plan: the client, what each visit includes, how often (every week, every month, every year…), the first visit, the time and who goes.
Pick how it’s billed: each visit when it’s done, or a set amount every month (billed on the 1st).
Make the plan: its visits go on the schedule ahead of time, about four weeks out (always the next one).
Pause, change or end a plan
Jobs → Service plans and open the plan.
Pause, Resume or End the plan: pausing or ending cancels the visits nobody has started, signed or billed.
Change edits the schedule; the visits already placed move with it.
Production
Projects
Jobs from the signed contract to completion: stages with their checks, crews, dates, photos and the job’s map.
Find the jobs that need you
Projects: Filter & sort picks what needs you (Starting or finishing this week, Past the end date, Stuck), with phases, people and dates.
Kanban shows a lane per stage (drag a card to move it), Table every job with its stage and next step, dates, job site and PM, Schedule the week, Map the job sites (in progress blue, not started purple, done green, stuck red).
In the Table, click a row to open it in place: the job site’s Street View, the client, where the job is and what it needs, with Call, Text, Directions and Open the project.
The truck on a card adds the job to today’s route; Today’s route at the top opens the map with them picked.
Read a job at a glance
Open the project: Project progress shows the stage, the dates and how far along it is.
The cards under it (Contract, Paid, Materials, Crew, Service calls, Photos & files) open the tab with the details.
The job site (Street View when Google has photos there, or the map) and the client’s details sit side by side under the cards.
Under it, four boxes side by side: Stages (where the job is), Checklist (the stage’s checks, ticked any time), Orders and the job site (Street View, or the map).
Then the client with their portal, Schedule & team and the texts; then the emails and the activity; the tabs (Job, Crew & labor, Photos & videos, Service & review, Chat & notes) are below.
Change a job’s dates on the Schedule
Projects → Schedule: the week, a row per project manager and per sub.
Drag a job’s bar to move it (both dates move by the days you drag); drag its left or right end to change when it starts or ends.
It saves when you let go; Undo (or Ctrl/⌘+Z) puts the dates back. A click without dragging opens the job.
Plan a job’s schedule
Open the project → Schedule. Start from a template (kitchen remodel, bathroom remodel, roof replacement, a simple job or one of your own) from a start date, or add tasks and milestones one at a time.
Click a task to set its workdays, what it follows and the gap after it, who does it (a crew, a sub or someone on the team) and whether the client sees it on their portal.
Drag a bar to move it, or its right edge to change how long it takes; Undo puts it back. The tasks that set the end date are ringed in red.
Save as the plan keeps today’s dates under each bar, so you see how many workdays the job is behind or ahead. Save this schedule as a template to reuse it.
See a job’s budget against what it has cost
Open the project → Budget. It shows to owners, admins and anyone who opens Reports.
The top shows what the job sold for, the budgeted cost with the planned margin, the cost so far and the projected profit.
Each cost type (materials, subs, crew, fees, other) shows its budget from the signed quotes, what’s committed, what’s paid and what’s left; past the budget is red.
Owners and admins add a budget line, like a signed change order’s cost. Reports → Profit per job shows each job’s budget too.
Move a job to its next stage
Open the project and press Change stage.
Answer the stage’s checks; Tell the client sends an update with photos if you want.
Set up your own stagesOwners and admins
Settings → Project setup: your stages in order (2 to 8), starting from your trade’s.
Open a stage to change its name, what its status says when it’s finished, what happens in it (the stage guide and the client portal), its color and the checks asked before a job leaves it.
Add a stage, move one earlier or later, or remove it: the jobs already in a stage move with it (a removed stage’s jobs go to the next one, said before you save).
Before a job starts holds the project manager’s checks; Status colors sets Not started, Future, Checklist, PM intro, Completed and Stuck. Save stages.
See your crew’s hours against what the quote counted
Open the project → Crew & labor → Your crews: the quoted crew time (from the signed quote’s lines your crew does), the hours booked on the crew schedule and the hours logged, with a bar.
From the quote takes it again from the signed quote; Change types the hours yourself (owners and admins can add what that time costs).
The subs’ part of the quote is on the job’s labor sheet, not here.
Add photos and documents to a job
On the project, add photos or videos, and files by folder (Contract, Drawings, Permits…).
Production
Routes and maps
Job sites on a map, the day’s route in the fastest order, the plan sent to the driver’s chat, and Street View of the house before you go.
Plan the day’s route
Projects → Plan a route (or Map → Plan a route).
Pick the start, the jobs and any other stops; the plan puts them in the fastest order with road miles and drive times, today’s traffic and the road on the map.
Send the day’s plan posts it to the driver’s messages or the Team channel.
Send the day’s plan to the driver
In the route plan, press Send the day’s plan: pick the driver (someone on the team) and send it to their direct messages, the Team channel, or both.
It posts as a card with each stop’s tasks, Directions and Call; anyone in that chat ticks the tasks off as they’re done.
See the house before you go (Street View)
Open the project or the quick job: the job site shows Street View when Google has photos there, with a Map / Street view switch.
In the Projects table, click a row to open it in place with the same view, Call, Text and Directions.
Add jobs to today’s route
The truck on a project card adds the job to today’s route; Today’s route at the top of Projects opens the map with them picked.
Text the client you’re on your way
On a quick job, On my way (on its card, its page or the table’s status) texts the client from the business number with when you’ll get there, from Google’s live traffic. If you allow your browser to share your location, it’s used once to work out the time and isn’t stored.
Read the text, change it if you like, and send.
Addresses are typed with suggestions and placed on the map as you pick them.
Production
Change Orders
Extra charges, credits and no-charge changes on a job, signed by the client.
Make and send a change order
Change Orders → New change order (or from the project).
Add lines (From the Price Book or typed).
Send to sign, sign in person on your device, or mark it Signed on paper. A signed one changes the job’s contract.
What happens when it’s signed or declined
Signed (on the link, in person or on paper): it shows Signed, the contract total changes, it’s billed, and you, the PM and the designer get a bell and an email.
The job’s crew (the sub on its labor sheet and its crew-portal people) gets an email with what changes, never the price, and the change shows on their job page.
The client can also decline it on the link, with a reason: it shows Declined with the reason and you’re told. Edit it again to change it and send a new one, or void it.
Preview, remind and update from the list
Change Orders: the eye on a row previews the change order as the client sees it, without leaving the list.
Resend (on one that’s out for signature) emails the same link again as a reminder; type the client’s email if it went as a copied link.
The ⋯ on a row changes its status: Signed on paper (at the job site, say: who and the day), the client said no, take it back to edit, or void it.
Production
Warranty & completion
Finished jobs and their warranty and certificate of completion: made, sent, signed by the client, countersigned.
Send a warranty and completion certificate
Production → Warranty & completion: a finished job without one shows Make the certificate.
It opens filled in from the job (the contract with its signed change orders, the dates, the warranty length): check it and press Send.
The client signs on the link; you countersign from the same page and the row turns green.
Production
Service Calls
Warranty and service tickets, with the warranty answer, visits and what fixed it.
Open a service ticket
Service Calls → New service call (or from the deal).
Pick the client and job; the warranty answer comes from the job’s dates.
Schedule a visit; Solved asks what fixed it.
Work the tickets from the board
Service Calls → Tickets: change a ticket’s status, priority and owner right in its row; Schedule (or the visit’s time) books or moves the visit.
Board shows a lane per status: drag a ticket to move it. A status that needs details (a visit, what fixed it) opens the ticket to fill them in.
Filter & sort picks where tickets stand (Urgent or high, Visit in the next 7 days, Nobody owns it…).
Customers & team
Contacts
Everyone you’ve worked with, each with their leads, deals, jobs, documents and history.
Merge two contacts
Open the contact you keep, press Merge and pick the duplicate.
Download the contact list
Contacts → ⋯ → Download CSV: it keeps what’s shown, so filter first if you want part of the list.
Customers & team
Client and crew portals
Your client and your crews get pages of their own at your company’s address, with no account to make: they sign in with their email, by a link or a 6-digit code.
Invite a client to their portal
Open the project → Client portal → Invite: the client’s email and name are filled in from the job.
They get an email with a sign-in link and a code. Resend sends a new one, Copy link gives a one-time link to send yourself, and the x takes them off at once.
Invite someone else adds a spouse or a co-owner.
What the client sees
Where the job is, in plain steps; their team; the updates you post; their payments, with Pay now; signed documents; the job’s photos; appointments; an open survey; and a chat with you.
Post an update puts news on their page (AI can write it from your rough notes). Tell the client, when you move a job’s stage, posts there too.
They never see your costs.
Chat with a client without a sign-in
Client portal → No-login chat link → Make a link: it’s copied for you to text or email.
Anyone with the link can write in the client’s chat; Stop turns it off.
Video call starts or schedules a call the client joins from the portal.
Invite a crew to the crew portal
Labor → Subs → open the sub → Crew portal: Invite someone from this crew with their email.
They see every job on that sub’s labor sheets: the scope, change orders and payments, the materials (never prices), the final spec sheet, the photos and the job’s chat, in their language (English or Spanish).
Customers & team
Reviews
A review request per finished job, the rules that send the asks, and the replies you got.
Ask a client for a review
On the project, press Ask for a review (or Reviews → New request).
The rules send the ask and one follow-up by themselves; move the card when you get the review.
Change the review emails and textsOwners and admins
Reviews → Rules and links: the autopilot switch on top sends the asks by themselves.
Click a step of the sequence to change its words, timing, email and text, with a preview beside them. Send me a test shows one.
Add your Google and other review links below the sequence.
Customers & team
Feedbacks
Client surveys after the estimate, during the job and at completion, and surveys of your own, with their answers and scores. Clients answer one question at a time, on their phone or computer.
Send a survey by hand
Feedbacks → Send a survey, pick the client and the survey (yours are in the list too).
Change the survey questionsOwners and admins
Feedbacks → Questions: pick a survey, then reword, reorder, add or remove its questions (a 1–5 rating, pick one, or their own words).
Mark the worrying answers, and ask a question only after a certain answer (Ask only if).
Save: surveys already sent keep the questions they went with.
Make a survey of your own and automate itOwners and admins
Feedbacks → Questions → New survey: name it, write its title, intro and questions (the first rating is its score).
Pick when it goes: only by hand (or an automation), when a project reaches a stage, or when a service call is solved. Each project or ticket gets it once.
Pick whose score it counts for, and whether it’s anonymous, then Save.
For any other moment: Automations → New rule → Send a client survey, and pick it.
What the client sees
The email’s link opens the survey one question at a time: tap a star or an answer and it moves on, or press Enter; Back goes back.
A star tapped in the email starts with that rating answered. The last screen sends the answers, once.
Customers & team
Training
The company’s own training: a video, notes and a quiz per module, assigned with a due date.
Take a training module
Open Training and the module (yours to do come first).
Watch the video (it’s marked watched when it ends) or read the notes; ask the coach if something isn’t clear.
Take the quiz: passing it finishes the module.
Assign a moduleOwners and admins
Open the module and press Assign.
Pick people (or Everyone, including people who join later) and a due date.
Each gets a to-do, a bell and an email.
See the team’s progressOwners and admins
Training → Team: each person against each module, and every assignment with its due date to change.
Customers & team
Knowledge Base
Your company’s articles and files: what ECHO, the AI, reads to answer questions about how you work.
Teach ECHO somethingOwners and admins
Knowledge Base → Write an article, or Add a file (PDFs and documents are read).
Customers & team
How-to Guide
The guide inside ECHOPS: what each section is for and how to do the common jobs, step by step (this page is the same guide).
Ask ECHO how to do something
Press Ask ECHO (top right) and ask “how do I…” or “where is…”: the answer ends with a button to the page.
Or write @echo and the question in the Team chat.
Watch the 2-minute tour
Open your menu (your round button, top right) and press Watch the 2-minute tour, or the button at the top of the How-to Guide.
Press Play: it shows where everything lives and what to set up first. The chapters under it jump to a part.
Customers & team
Documents
Everything the company makes (quotes, change orders, contracts, warranties, spec sheets) and its own files.
Make a contract, retainer or warranty
Documents → New document, pick the kind and the deal or job.
Check it, then Send to sign (or sign in person, or Signed on paper); Countersign when the client has signed.
Someone signs with the client (a spouse, a co-owner)? Add them under Also signing in the Send window: each gets their own link.
Send any PDF to sign
Documents → Signatures → Send a PDF to sign, and pick the PDF.
Add who signs (in order or all at once), pick a kind of box and click on the pages where each one signs, initials, dates or types.
Send for signature: each gets their link by email (and by text when ticked). The signed PDF, with its signing certificate, goes to everyone once all have signed.
Find and preview a document
Documents: search, or use Filter & sort (kind, job, status).
Click a row to preview it; in the preview the arrow keys move through the list.
Add and share a company file
Documents → Add a company file (a new version keeps the old ones).
Show the link shares it for 7, 30 or 90 days.
More
Accounting
Invoices for signed jobs, payments written down, bills, expenses and the check register.
Make an invoice with linesOwners and admins
On the project’s page, Billing → New invoice (or Accounting → Invoices → New invoice and pick the job).
Add a line for each thing it’s for (quantity and price each; a negative price is a discount), or start from a share of the contract or what’s not billed yet.
Make it and send emails it to the client with its link; Make it keeps it to send later.
Record a payment from a clientOwners and admins
Accounting → Invoices, open the invoice and press Record payment, for money paid to you directly (payments on the link record themselves).
The method and reference (only a card’s last 4); it can be undone, never changed.
Bill the next paymentOwners and admins
Open the invoice that’s not billed yet and press Send to client (it’s billed as it goes), or Bill it now and Print / PDF it yourself.
Add an expense with its receipt
Accounting → Expenses → Add an expense (a phone opens the camera).
Read it with AI fills it from the receipt; pick the job if it’s for one.
More
Online payments
Clients pay invoices online by card, Apple Pay, Google Pay or bank transfer, straight into your own Stripe account.
Take payments online with StripeOwners and admins
Settings → Online payments → Connect Stripe: Stripe’s own pages take your business, owner and bank account details, then send you back.
Pick what clients may pay with (cards with Apple Pay and Google Pay, bank transfers), whether new invoices pass a 3% card fee on credit cards (check your state’s rules first), and the reminders to pay.
Stripe charges your account its own fees and handles chargebacks; ECHOPS adds 0.25% per payment ($5 at most on a bank transfer). Refunds are made in your Stripe dashboard, and the invoice follows by itself.
Send an invoice so the client can pay onlineOwners and admins
Open the invoice (in Accounting or on the project’s page) and press Send to client: Email it, or Just copy the link to text it. Sending bills an invoice that wasn’t billed yet.
The client opens the link with no account and pays by card, Apple Pay, Google Pay or bank transfer once online payments are set up; it’s recorded on the invoice by itself and you get a bell.
Copy link gives the same link again; unpaid invoices get the reminders to pay set in Settings → Online payments.
Take a payment at the door
On a quick job, Bill the job makes the invoice; Take payment opens its pay page so the client pays by card or bank right there, or Copy pay link to text it.
Clients pay from their portal
On the client portal, a bill with money left shows Pay now and opens the same pay page.
Refunds, bounced transfers and disputes
Make refunds in your Stripe dashboard: the invoice follows by itself.
A bank transfer that bounces, a refund or a dispute rings the bell for owners and admins.
Fees: Stripe’s standard fees, charged to your Stripe account, plus ECHOPS’s 0.25% per payment ($5 at most on a bank transfer). The optional 3% card fee applies to credit cards only. Card and bank numbers go to Stripe: ECHOPS keeps only the last 4 digits.
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Reports
Your numbers in eight tabs: Leads & marketing, Sales, Production, Purchasing, Labor, Profit per job, Calls & texts and Customers, with charts and CSV downloads.
Read a report
Open Reports and pick a tab. Sales shows the year so far, with the months left at your run-rate, each rep and each location.
Filter & sort narrows it by dates, location, company, person, source or kind of job; click a bar on a chart to narrow the report to it (click again to clear).
CSV downloads the table.
See what each job made
Reports → Profit per job: what you charged (the contract and signed change orders) against materials, sub labor, your crew’s logged hours at each person’s rate and job expenses, and the margin. Crew hours count once each person’s rate is set: Labor → Crews & rates, or Payroll on Company.
Jobs with a cost missing are flagged; click a job to see what it cost.
See purchasing and labor
Purchasing: what was bought from whom, where it went and how, the top items, and the lines still to order.
Labor: what each sub was committed and paid by month, and their prices per kind of job.
Choose who sees ReportsOwners and admins
Reports → ⋯ → Who sees Reports: owners and admins always do; tick other people or whole departments.
Everyone else won’t see Reports in the menu or in search, and the page won’t open for them.
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Archive
Closed leads, lost deals and finished jobs, off the boards but searchable, each one restorable.
Find or bring back something old
Open Archive, search by name, phone, email or kind of job, open it and restore it if needed.
Import past jobsOwners and admins
Archive → Import past jobs: a CSV of won and lost jobs, previewed before it’s saved.
More
Payroll
Time sheets, time off, commissions and the pay run, worked out here and exported for your payroll provider. Nothing here pays anyone.
Fill in your time sheet
Payroll → Time sheets: each day’s clock in and out and lunch, or the hours.
Pick the job most of the day went to (Job): Labor → Hours counts the day there.
Ask for time off
Payroll → Time off → Request time off: the days, paid or unpaid.
Your approver gets it in their messages; you’re emailed the answer.
Run payrollOwners and admins
Payroll → Calculate payroll → Start this pay run for the period.
Check each person (bonuses, adjustments), Recalculate if anything changed, then Finalize.
Export for your provider and run the payroll there.
On which plan: payroll is in Company.
More
Marketing
Where your leads come from, what they turn into and what each channel costs, and the outcomes your ad platforms learn from.
See what each lead source brings inOwners and admins
Marketing → Lead sources: per channel the leads, estimates booked, jobs won, revenue, spend, cost per lead, estimate and client, and the return on spend, with the totals.
Pick the period top right (this month, a quarter, a year, the last 6 or 12 months, or months you choose); click a column to sort.
Click a channel for the jobs it won (each opens its deal) and where its leads are now; CSV downloads the table.
See the funnel and the monthsOwners and admins
Marketing → By month: leads → estimates → jobs won with the rate of each step, the months side by side, each channel’s share of the leads and its cost per client.
Pick one channel at the top to see its own funnel and months.
Enter what you spend on each channelOwners and admins
Marketing → Spend: a row per channel (and account), a column per month; type the amount and it saves when you leave the cell.
Add a row for a channel or a second account at the bottom. Marketing expenses filed in Accounting with a channel count by themselves (shown under the cell), so don’t type them twice.
Send booked and won jobs to Google Ads and MetaOwners and admins
Marketing → Ad platforms → Google Ads conversions: add ECHOPS’s address to your Google Ads account (Standard access), make two conversion actions (Estimate booked, Job won), type the account and action ids, switch Sending on, then Check with Google.
Meta Conversions API: paste your dataset’s id and an access token from Events Manager, pick the stages (new lead, contacted, scheduled, won) and which leads, switch Sending on, then Check with Meta.
Each event goes once, about every 15 minutes; the list under each shows what went, what waits and what failed (Retry failed after a fix).
More
Social posts
Posts about your finished jobs on Facebook, Instagram and your Google Business Profile, drafted for you and sent when an owner or admin says so.
Post your finished jobs to Facebook, Instagram and GoogleOwners and admins
Marketing → Social → Connect Facebook, Instagram or Google: sign in with the network and pick the Page or business location the company posts as (up to 5 accounts).
When a job moves to Completed · ask for a review (or its client’s Google review is marked in), a post about it is drafted from the job’s photos and what was done, never the client’s name or address, and you get a bell.
Open the draft under Waiting for you: change the words (Google gets its own, without hashtags), the photos and the accounts, then Schedule it for its time or Post now. Nothing goes out until an owner or admin does.
New post makes one yourself: pick a job for its photos and Write with AI, or write your own. Posted shows each network’s link; a post that didn’t go out says why and can be sent again.
The accounts are also under Settings → Social accounts. Posts never name the client or show their address.
Settings
Settings
Everything that sets the workspace up, in one place: the company, locations, the team, quotes and the Price Book, the calendar and phone, automations, connections, and your data. The menu on the left groups it.
Change the logo and company detailsOwners and admins
Settings → Company & branding: the logo, phone, address and license printed on quotes.
Set your tradeOwners and admins
Settings → Your trade: pick the work you do. It sets the sections on the left, what a project’s stages are called, the estimates and how new kinds of job run.
Turn any of the sections on or off for your company, then Save.
Add starter content puts in your trade’s price book items (example prices), kinds of job and appointment types; nothing you have changes.
Name your own project stagesOwners and admins
Settings → Project setup: rename, recolor, add (up to 8), remove or reorder the stages a project goes through, and write the checks each one asks.
Jobs already in a stage move with it when you save.
Pick, change or cancel your planOwners and admins
Settings → Plan & billing: pick Solo, Crew or Company, monthly or yearly (two months free), extra users and the phone add-on, then Continue to payment. The card goes to Stripe’s secure page.
To change it later, pick the new plan and confirm: a bigger plan starts now (the difference for the rest of the period is charged now); a smaller one starts at your next bill.
Cancel plan keeps everything working until the end of the period you paid for; then the workspace turns read-only (everyone can still look and export). Keep my plan undoes it.
Update payment method opens Stripe’s page for the card, billing email and receipts.
Add a locationOwners and admins
Settings → Locations → Add location, with its address and ZIP codes: leads in them go to it.
Set how quotes startOwners and admins
Settings → Quote defaults: the payment plan, discount presets, how many days a quote is good for, tax and the terms.
New quotes start from them; quotes already made keep theirs.
Change project types and their stepsOwners and admins
Settings → Quote setup: project types (sizes, price columns, the builder’s steps), crew roles, permits, combined lines, markups and waste.
Change the words on contracts and warrantiesOwners and admins
Settings → Document wording: each part of the contract, retainer, warranty and spec sheets.
Set the reminders to signOwners and admins
Settings → Signing reminders: when the first reminder goes, how often after, at most how many, and for which documents.
Reminders go by email 8 AM to 8 PM Eastern, and by text when ticked and the person agreed to texts.
See every settings and team changeOwners and admins
Settings → Audit log: sign-ins, team and settings changes, exports and each ECHOPS support visit with its reason.
For what people did on leads, deals and jobs, open Settings → Activity.
Download the workspace’s dataOwners and admins
Settings → Data export: pick the list and Download CSV.
Settings
Team
Who’s on the team, their roles, departments and home locations.
Add someone to the teamOwners and admins
Settings → People → Add someone: their email and role. They join on their first sign-in.
Set up departmentsOwners and admins
Settings → Departments: add them (or Add the suggested ones) and pick each one’s Overview.
Settings → Permissions: the sections each department sees.
Put each person in a department and a home location.
On which plan: departments are in Crew and Company.
Settings
Price Book
What you sell and the rules behind each price, trade by trade, and the products the quote builder picks from.
Change a priceOwners and admins
Settings → Price Book → Items & prices, find the item and press Edit.
Or switch to Grid by size, click any price, then Save all in the tray.
Update prices from a spreadsheetOwners and admins
Download CSV, change the prices in your spreadsheet, then Import CSV.
The preview lists every change before anything is saved.
Add a product photoOwners and admins
Edit the item or product and add a photo: it shows on its card and in the quote builder.
Settings
Automations
What the app does by itself (reminders, alerts, follow-up lists…) and your own when-then rules.
Pause a built-in automationOwners and admins
Settings → Automations → Built-in: see when each last ran and pause the ones you don’t want.
Make your own ruleOwners and admins
Settings → Automations (it opens on Your rules) → New rule, or Use this on a ready-made one.
Pick what sets it off. For a stage or status change (a project’s stage, a job’s status, a deal’s stage), pick the one it moves to under When it moves to, or leave it on any.
Add conditions if needed, then the steps: a bell to people, an email (to the client, the record’s person or any address), a text to the client, a webhook, a survey.
Test it, then turn it on. Activity lists every run.
On which plan: Automations, the built-in ones and your own rules, come with Crew and Company. Solo doesn’t include automations.
Settings
Integrations
Where leads come in, each landing on the Leads board once: your website forms and Zapier, Google Ads lead forms, Google Local Services, CallRail, marketplace lead emails, your online booking page and spreadsheets, and Facebook and Instagram lead ads once Meta finishes its app review.
Connect a lead sourceOwners and admins
Settings → Integrations: pick the source and follow its steps (each gets its own address and key).
Bring in your website formsOwners and admins
Settings → Integrations → Lead door: copy its address.
Paste it into your form tool’s webhook (Webflow, WordPress and others), into Zapier’s Webhooks by Zapier (POST), or as your own HTML form’s action.
Bring in Facebook and Instagram lead adsOwners and admins
Once Meta finishes its app review: Settings → Integrations → Facebook and Instagram lead ads, type your Page ID and a Page access token from Meta Business settings (a system user with leads_retrieval), then connect.
New leads from that Page’s lead forms land on the board as they come in.
Bring in Google Local Services and Google Ads lead formsOwners and admins
Local Services: in Google Ads → Admin → Access and security, add the address shown on the page with Read only access, then connect with your customer ID. Calls, messages and bookings come in every 15 minutes.
Lead forms: in Google Ads, open the lead form → Lead delivery → Webhook integration, paste the address and key from the page, then Send test data.
Bring in CallRail and marketplace lead emailsOwners and admins
CallRail: in CallRail → Integrations → Webhooks, paste each address from the page into the box with the same name. New callers, texters and forms become leads with the ad they came from.
Lead emails (Angi, Houzz, Thumbtack and others): have your mailbox forward them to an inbound-email service that posts to the page’s address; each becomes a lead, and a resent email doesn’t make a second one.
Settings
Activity
Everything that happened, newest first, by person and area; owners and admins can undo recent edits.
See who did what
Settings → Activity: pick the person, the area and the dates (or a range), or search the words.
Undo a change from the logOwners and admins
Find the edit (it shows the field, the old value and the new one) and press Undo.
It works for a day, and not when the record was changed again since.
Every page
Filter, sort and saved views
Every list (leads, deals, quotes, projects, orders, documents, the money tabs and more) has the same toolbar: search, Filter & sort, Columns and the ⋯ menu.
Filter and sort a list
Press Filter & sort above the table.
Quick filters pick people, types, sources, stages or locations; Dates sets a range; Add a condition builds rules joined by And or Or.
Sort by a column, then by a second one. The button shows how many filters are on; Clear all removes them.
Save a view
Set the filters and the sort, then press Save this view in the same window and name it.
Owners and admins pick Just me or Everyone; everyone’s views show for the whole team.
Click a saved view to use it again; its x deletes it (your own, or any for owners and admins).
Arrange a table’s columns
Drag a column’s title to move it; drag its right edge to make it wider or narrower (double-click the edge to fit).
Columns (beside the view switch, or the columns button at the end of the titles) shows or hides columns and moves them up or down. Your layout is kept for you. Every table in the app works the same way.
Owners and admins can save their layout as everyone’s; anyone can go back to the company’s layout from Columns.
Add your own column
Owners and admins: click + at the end of the table’s titles (or Columns → Add a column).
Name it and pick what it holds: text, number, money, date, status with your own colored labels, a person or a checkbox.
Everyone sees it on the table and in More details on each record’s page; click a cell to fill it in. The pencil on its title renames it, changes its labels or deletes it.
Every page
Bring your data in
Coming from spreadsheets or another system? Each list imports a CSV (from Excel or Google Sheets: File → Download → CSV), shows a preview, and saves nothing until you import. Running the same file again doesn’t make doubles.
Import leadsOwners and admins
Settings → Integrations → Import leads from a spreadsheet → Import CSV, and match the columns.
Check the preview, then import. History only brings old leads in closed and archived, with no new-lead alerts.
Import past jobsOwners and admins
Archive → Import past jobs: a CSV of won and lost jobs. Won rows become finished jobs and lost rows lost deals, all in the Archive.
Import past service ticketsOwners and admins
Service Calls → Import past tickets: each row finds its job by number, the client’s phone or email, or the name.
History mode closes them. No emails or bells go out.
Import past time sheetsOwners and admins
Payroll → Time sheets → Import past time sheets: people are found by email or name.
Days already entered stay as they are; days inside a finished pay run are left out.
Import suppliersOwners and admins
Download the list from your spreadsheet as a CSV (one row per supplier, or one per branch).
Orders → Suppliers → Import suppliers, and pick the file: check the columns it matched and the first rows.
Import adds the new ones. A supplier already on the list keeps what you typed: the file only fills its empty fields and adds branches.
Import subsOwners and admins
Labor → Subs → Import subs, and pick a CSV.
Check the columns it matched (name, company, phone, email, trades, license, insurance date, language, notes) and the first rows; fix a column if it guessed wrong.
Import: new subs are added; a sub already on your list (the same email or phone, else name) keeps what you typed and only gets its blanks filled and new trades.
Import pricesOwners and admins
Settings → Price Book: Download CSV, change the prices in your spreadsheet, then Import CSV.
The preview lists every change before anything is saved.
Account
My profile
Your own details, signatures, email notices, alerts on this device and sign-in.
Get alerts on your phone
Open your profile (your photo, top right) → Alerts on this device → Turn on alerts.
On a phone, Install app first; Send me a test alert checks it.
Set your email signature
Profile → Signature: the full one under new emails, the short one under replies.
Note: ECHOPS runs in your phone’s browser. Install app adds it to your home screen; it isn’t an app store download. An iPhone app is on the way.
Your next job, from one place
Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
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Social posts
Posts about your finished jobs on Facebook, Instagram and your Google Business Profile, drafted for you and sent when an owner or admin says so.
Post your finished jobs to Facebook, Instagram and Google
Owners and adminsThe accounts are also under Settings → Social accounts. Posts never name the client or show their address.