Set up from your files
Photos, PDFs, Excel and CSV files are read into people with pay rates, customers, price book items and jobs. You review it all before anything is created.
It sets your business up from your files, answers from your own jobs and checks with you before anything important.
14-day free trial, no credit card required.

Photos, PDFs, Excel and CSV files are read into people with pay rates, customers, price book items and jobs. You review it all before anything is created.
Which jobs are losing money, who is free next week, what is overdue. It looks it up before it answers, and says plainly when it doesn’t know.
Changes that add, send or cancel show you exactly what will happen and wait for your yes. It never shows the crew what only the office should see.
From the Agent page or with ⌘J from any page. Attach a photo, PDF or spreadsheet.
Each answer comes from a tool that reads your organisation’s own jobs, schedule, hours, quotes, invoices and price book.
You see what will change and say yes before it happens.

Last updated October 2026
Set up your business, bring your team and run your next jobs in it. No credit card needed.