Apps

Apps holds the paperwork a job needs, from the contract to the final walkthrough. This video shows how to pick a job, what each app makes, and how a document is filled in and sent to sign.

Pick the job

Open Apps from the menu. First, pick the job: search by client, deal, project number or address. Then pick an app, and it opens filled in from that job. Under the tiles, On this job lists what's been made.

Why a tile waits

A tile that isn't ready says why, like once the deal is won. Only owners and admins make invoices, and viewers can look but not make documents. Your trade decides which apps show.

Contract and retainer

The Contract generator covers one or more of the deal's quotes, or type the scope, or import an old quote's PDF and click Read it with AI. Set the dates and payments; the clauses are your own wording from Settings. The Retainer agreement covers the design fee before the contract.

Notices and selections

The Right-to-cancel notice goes with a contract signed at the client's home, and works out the last day to cancel. The Lead-safe RRP form records how the owner got the pamphlet. The Selections sign-off fills from the signed quotes, for the client to approve.

Build

Change order opens the change order editor. The Spec sheet lists what the crew installs, with notes, photos, and crew notes in English and Spanish; Mark final for the crew puts it on the project. The Countertop spec gives the fabricator the stone, edge and cut-outs.

Purchase order and sub

The Purchase order starts from the job's order list. Set how it gets there and when it's needed, then click Email the PDF to send it to the supplier. The Sub agreement takes the sub and their lines from the labor sheet, paid in thirds unless you change it.

Invoice and statement

Invoice opens the project's billing with a new invoice. The Client statement shows everything billed and paid, the balance due now, and what's still to be billed, as of the day you pick.

Lien waivers

The Lien waiver to the client covers a payment they made, conditional or unconditional, progress or final. Click Sign for the company, then email it. The Lien waiver from a sub goes to your sub or supplier to sign.

Final walkthrough

The Final walkthrough is the punch list you walk with the client, each item with where it is and who fixes it. You both sign, then click Make the warranty and completion.

Filling it in

Every app opens as a draft that saves itself. Check each field, and click Add drawings or Add a photo to stamp. Papers nobody signs, like a purchase order, go out with Email the PDF.

Send and sign

Click Send to sign. Check the client's email, add up to three CCs, and a spouse or co-owner under Also signing, then click Email it, or Just make a link. With the client beside you, click Sign here, or record Signed on paper. Once they sign, an owner, an admin or the sender clicks Countersign, and it reads Signed by both.

Pick the job first, and every app fills itself in from that job, so you only check and send. Next: the AI design studio.