A customer holds their contact details, their address, and whatever you need to remember about the property. From the record you can call, text, email, copy the number, or hand the address straight to your maps app. The detail screen splits into four tabs, so their jobs, their scheduled visits, their money, and every document they have ever received are each one tap away.

• Call, text, email, copy the number, or get directions in one tap
• Property details including year built, plus your own notes
• Jobs tab with everything you have done for them, active and archived
• Finances tab with invoices, payments, purchases, and deposits, with running totals
• Documents tab holding every estimate, invoice, and receipt they have been sent
• Schedule tab for their visits, with a new one added without leaving the screen

A job starts at Bid in Progress. It becomes Bid Sent when the estimate actually goes out, and Bid Accepted only after you have run the real approval. Work Complete arrives when every approved line has been finished, purchased, or skipped. You cannot mark a job as something that never happened, which is the point: when you look at a job list at six in the morning, every status on it is true.

• Six statuses: Bid in Progress, Bid Sent, Bid Accepted, Bid Rejected, Work Complete, Closed
• Status moves on its own when the thing behind it actually happens
• Bid Rejected is the one you set by hand, and a rejected job can be reopened
• Cost summary per job with labor and materials broken out
• Tasks, materials, estimate, change orders, invoice, purchases, and documents all reachable from the job
• Archive a job to clear the list, and bring it back whenever you need it

When the customer says yes, you run Approve and Lock. It freezes the exact scope, quantities, measurements, and prices they agreed to, produces the approved estimate as its own document, moves the job to Bid Accepted, and locks the estimate so the numbers cannot quietly drift afterward. A review screen shows you what you are about to commit to before any of it locks.

• Approve lines one at a time or all at once
• A review step before anything is locked
• Lines the customer turned down are recorded as declined, not deleted
• Produces the approved estimate as its own numbered document
• The frozen scope becomes the checklist you work from in the field
• Skip an approved line later and it becomes a credit the customer sees