My Business
How To
Every feature, explained.
Pick a feature to see exactly how it works — step by step, with screenshots. New to the app? Start with Estimates and follow the flow from quote to getting paid. These same guides are built into the app, too — open Menu → How To.
EstimatesItemized quotes, smart tax, discounts and deposits, and one-tap convert-to-invoice.Read the guide Invoices & paymentsBranded invoices, deposit and milestone billing, card payments with Stripe, every payment logged, and change orders.Read the guide SchedulingYour next open day and every gap, recurring work that books itself, and double-book warnings.Read the guide CustomersContacts, addresses, full job history, and insurance — each customer in one place.Read the guide Employees & payrollLog hours against the job, watch pay accrue, and export a clean year-end CSV.Read the guide Subcontractors & 1099Owed-vs-paid, each year’s 1099 threshold ($2,000 for 2026 and later), and a real IRS Form 1099-NEC.Read the guide Receipts & expensesSnap a receipt and the vendor, date, and total file themselves against the job.Read the guide Documents & packagesContractor and completion packages, W-9s, and document preview before you send.Read the guide Branding & settingsYour logo, business profile, signature, and exactly what customers see on documents.Read the guide Reports & insightsCollected, expenses, net, outstanding, win rate, and the year-end accountant report.Read the guide