Estimator Handoff
Build a reusable job-walk template, hand it to the person walking the job, and get back an estimator-ready PDF with anything unresolved listed first.
Explore Estimator HandoffConcepts Refinery
Business tools
Focused tools for people who do the work and run the business
Get the job
Walk it, price it, and quote it
Driveway Proposal
Create the proposal on your phone and send it before you leave the job.
Explore Driveway ProposalDid I Quote That?
Build a quick quote from your own saved prices, save exactly what you told the customer, and keep every revision.
Explore Did I Quote That?Minimum Charge
Built for side hustles and tiny service businesses. Count expected time and costs before the job, catch small expenses while you work, then see the effective dollars per hour from what you entered.
Explore Minimum ChargeDo the job
Make sure the work matches what was promised
Job Handoff
Turn the call, text, or handshake into a clean crew-ready brief before anybody rolls the truck.
Explore Job HandoffHow We Do It: Process Memory
Save the process while you still know exactly how you do it.
Explore How We Do It: Process MemoryDocument the job
Keep a clean record of the work
Job Evidence: Before & After
Keep the before, the after, the notes, and the timestamps together.
Explore Job Evidence: Before & AfterClose out and look back
See what the job really cost and what came back
Minimum Charge
Built for side hustles and tiny service businesses. Count expected time and costs before the job, catch small expenses while you work, then see the effective dollars per hour from what you entered.
Explore Minimum ChargeMargin Replay
Compare what a job was supposed to cost and pay with what it actually did, see the biggest measured hit, and save the lesson for next time.
Explore Margin ReplayBackAgain: Job Callback Log
When a customer says “You were just here,” pull up the original job before you decide what the return visit really is.
Explore BackAgain: Job Callback LogStay on top of it
Follow-ups and deadlines you can’t let slip
Priority Follow-Up
Tell it what matters. Let the deadline decide how loudly it needs your attention.
Explore Priority Follow-UpAct Before
Keep the window. Keep the proof. Act before it closes. Track return, warranty, renewal, and cancellation windows with the details you need to act.
Explore Act Before