Downloads all your data as a file. Save to Google Drive or email yourself. Do this weekly.
⬆ Import Backup
Restores your data from a backup file. Use if you switch phones, reinstall the app, or lose data.
🧾 Invoices
🔍
All
💚 Paid
⏳ Outstanding
🔴 Overdue
👥 Hub Linked
📋 Quotes & Estimates
Quotes and Estimates saved from the Job Costing tool appear here — separate from invoices. Use Convert to Invoice once the job is accepted and complete.
🔍
All
📋 Quotes
📝 Estimates
👥 Hub Linked
💳 Expenses
All
🔩 Parts
🚗 Van
🔧 Tools
⛽ Fuel
🛡 Insurance
📦 Other
📸 Receipt Folders
📷
Quick Upload Receipt
Tap to choose photo or take a picture
📷
No receipts yet.
📈 P&L Report
Add Invoice
👥 Linked to Customer Hub
Add Expense
👥 Linked to Customer Hub
📎 Attach Receipt Photo
📷 Tap to add photo
Camera or gallery
💚 Mark as Paid
🔄 Convert to Invoice
This will create a new invoice from this quote/estimate and move it to the Invoices tab. The original quote record will be removed.