Track expenses and with quick entry of transactions. Set budgets and monitor spending patterns. Receive alerts for overspending and generate reports to analyze financial habits.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Track service dates and lifespans for appliances. Set reminders for maintenance. Add and update appliance details. View service history and upcoming due dates. Receive notifications for scheduled maintenance. Sync data across devices.
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.