Dashboard
Nine months in · 15 jobs · 4 quotes waiting on an answer
One place for quotes, change orders, jobs, invoices, payments, crew hours and what it costs to keep the doors open — so the margin on a job is a fact you can look up, not a feeling you get at the end of the month.
Free while it is in testing · No card · Your own private database
Nine months in · 15 jobs · 4 quotes waiting on an answer
Quotes & proposals Change orders Jobs & visits Invoices & payments Expenses & receipts Crew hours Company overheads Your own branding
Sound familiar?
Nobody starts a trade business because they enjoy chasing paper. Here is what it usually costs before anybody notices.
The quote is in one program, the receipts are in a shoebox and the hours are in somebody's phone. Nothing puts them on the same page, so the margin is whatever the bank balance looks like on Friday.
A job that lost money tells you six weeks after the invoice was paid — which is about five weeks after you quoted the next one the same way.
The customer asks for something once the walls are open, the crew does it, and nobody writes it down. That conversation is worth thousands a year.
Where the money went
So the margin on a job is not a feeling. It is a number you can open, and it moves the moment a cost lands against it.
Figures from the demo workspace, not a customer's books.
What it does
One workspace, from the first site visit to the money in the bank.
Send a link and a PDF. They approve it with their name and the date, and the job is ready to schedule. Change orders work the same way, mid-job, when the walls come off and the price changes.
Book the visits, see the week, and let the status look after itself — a job due to start today is in progress without anybody remembering to say so. Ten days on site means ten working days, not ten with a weekend inside it.
Invoice from the quote or from scratch, take deposits and part payments, and see who owes what without opening a spreadsheet. Late ones say so.
Receipts, materials, dump fees, subs and hours land on the job they belong to, so the margin is a fact rather than a feeling — and you see it while there is still time to do something about it.
Insurance, the yard, the trucks, the phones. Your monthly run rate, and what a working day costs you before anybody picks up a shovel.
Your logo and your colours on the quotes, the invoices, the emails and the page your customer approves on. Nothing on it says our name.
Prepared for Kestrel Logistics · held 30 days
The customer's side
No account for them to make, no app to download, no PDF to print and sign and scan.
The week
Book a visit for every working day of a job in one go, or drop them in one at a time. The office opens on the whole crew, not on its own empty diary.
Why this exists
I run a contracting business. For years the office ran on a quoting tool that could not tell me what a job made, a spreadsheet that could, and a shoebox that decided whether the spreadsheet was true.
Every piece of software I tried was written by people who had never stood in a basement at seven in the morning working out whether the extra work the customer just asked for was worth doing. They were beautiful, and they were built for somebody else's business. The ones that did the money did not do the crew. The ones that did the crew wanted a monthly fee per person to do it badly.
So this was built on real jobs, by somebody doing them, and every part of it exists because something went wrong once and I did not want it to go wrong again. The change order screen exists because of a conversation in a stairwell that cost me four thousand dollars. The overheads page exists because I once quoted a whole winter at a margin that turned out to be nothing.
It is not trying to be everything. It is trying to be the thing that tells you, on a Tuesday, whether the work you are doing is worth what you are being paid for it.
Getting going
Your own workspace at your own address. Your data is yours alone — a separate database, not a row in a shared one.
yourcompany.orindesk.com — yours, and what the crew bookmarks.
Invite the office and the crew, and decide who sees money and who does not.
Everything follows from the quote — the job, the visits, the invoice and the margin.
Every company gets its own database, backed up nightly, and a copy you can download and keep whenever you like. A backup you hold yourself is the one that survives anything — including us.
The same workspace in a truck as on the office desk. Nothing to install and nothing that needs the crew to learn a second app.
Start with your next quote. There is no import to survive before the thing is any use to you.
Free while it is in testing. No card, and nothing to uninstall.
Takes about ten minutes · Your own address · Your data stays yours