Residential & Service
Financials & Billing
Collect at the door, invoice without re-keying, and know which jobs, techs, and customers actually make you money.
Embedded Payments
Take the card while you are still on the job.
Residential and service work lives on credit cards. Collect in the field or at the front desk, keep a card on file for repeat customers, and stop mailing invoices for work you finished weeks ago.
- Credit card payments in the field and the office
- Cards on file for repeat and on-account customers
- Pay links on every invoice
Invoicing
The job becomes the invoice.
Line items, materials, and labor captured on the job roll into the invoice automatically, so billing is not a second round of data entry.
- Generated from the job, not retyped
- Branded and sent by email or text
- Balances tracked through to close
Job Costing
Know which work actually makes money.
Real-time costing across material, labor, and overhead shows which job types, techs, and customers are profitable — and which ones you should stop taking.
- Material, labor, and overhead per job
- Profitability by job type, tech, and customer
- Live while the job is still open
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Accounting Sync
Real-time QuickBooks sync.
Payments, invoices, and line items stay in sync with QuickBooks Online or Desktop automatically — no exporting, no re-keying, no month-end reconciliation marathon.
- QuickBooks Online and Desktop
- Payments and line items synced automatically
- We keep accounting accurate, not replaced
The all-in-one platform built for glass & glazing — quoting to cash, powered by AI.