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+ Add Your First Job
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-- Choose a job --
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Select a job above to see or add diary entries.
Select Job
-- Choose a job --
📄
Select a job to generate reports or send emails.
Your Company
Company Name
Your Name
Email
Phone
License #
Address
Website
Logo & Branding
Company Logo (saved on this device)
Brand Color (used in reports)
Currency
CAD ($)
USD ($)
HST / Tax
I am HST registered
HST Rate (%)
HST Number
Default Payment Split
Must add to 100%. You can change per job.
Deposit %
Progress %
Final %
⚠ Must add to 100%
Worker Roster
Your regular team. Guest workers added per diary entry.
+ Add Worker
Follow-up Reminders
Send follow-up after how many days if estimate not answered
SAVE SETTINGS
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Job
Overview
Diary
Money
Report
💼
Jobs
📔
Diary
📄
Reports
⚙️
Settings
New Job
Referral? Set status to Active — no estimate needed.
✕
Client Name *
Client Email
Client Phone
Job Site Address
Trade
⚡ Electrical
🔧 Plumbing
🪵 Framing
🏠 Roofing
🖌️ Painting
❄️ HVAC
🏗 General
📌 Other
Status
📋 Estimate Sent
✅ Active / Awarded
Job Value ($) *
Estimate Ref # (optional)
Start Date
Est. Completion
Apply HST?
No HST on this job
Turn off for charity, neighbour help, or any job where HST does not apply.
Payment Plan
Must add to 100%.
⚠ Must add to 100%
+ Add Stage
Scope of Work
Internal Notes (not shared)
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CREATE JOB
Diary Entry
✕
Date *
Weather / Conditions
Overall Job Progress
0%
Slide to set today's completion %
Workers on Site Today
Tick who was there, enter hours. Cost calculates automatically.
+ Add Guest Worker
Labour today:
$0.00
✅ Work Completed Today
+ Add Item
⏳ Still Pending / Next Steps
+ Add Item
💸 Expenses Today
These go directly into the job cost sheet.
+ Add Expense
Expenses today:
$0.00
📦 Materials Needed
+ Add Item
⚠️ Delays, Issues & Remarks
🔼 Tomorrow's Plan
Day total → Labour:
$0
+ Expenses:
$0
=
$0
Cancel
SAVE ENTRY
Record Payment
✕
Amount Received ($)
Date Received
Payment Method
E-Transfer
Cheque
Cash
Credit Card
Bank Transfer
Reference # (optional)
Notes
Cancel
✓ MARK AS RECEIVED
Send Email
Opens your email app pre-filled
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To
Subject
Message (edit before sending)
Cancel
OPEN IN EMAIL APP
Progress Report
Review then print to PDF
✕
🖨 Print / Save as PDF
✉ Send by Email