Good morning, Diana 👋

· Welcome back.

Online — everything's saved

Here's what I'd look at first today

Just a friendly heads-up — none of this is urgent, and nothing happens until you tap a button.

One moment…
Every day tap any card to begin
i
Tap here to type in how many hours each person worked today. You pick one person at a time — just like the paper sheet.

Enter today's hours

Type in how many hours each crew member worked — shop, install, and freight.

i
Use this when a job is approved and ready to start. It makes the job number for you to write on the folder.

New work order

Create the work order in the system for an approved job — it makes the job number for you.

Makes a folder number automatically
Money what's coming in & going out
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See who owes money, send invoices, and write down payments when checks come in.

Invoices & payments

Send invoices, mark payments received, and see who still owes money.

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Vendor bills you owe — steel, galvanizing, supplies. Mark each one paid (with the receipt) once you’ve sent the payment.

Bills to pay

See what Dillon's Welding owes vendors and mark bills paid as you go.

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Prints the weekly sheet for each person so you can hand them to payroll. You choose the week and who's included.

Print timesheets

Print each person's weekly timesheet for payroll, in English and Spanish.

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Someone called or walked in? Jot down their name and number here. This just saves it for Dillon to follow up — you're not committing to anything.

New lead

Someone called or walked in? Write down their name, number, and what they need.

Quick — takes about a minute
i
Send a customer their price as a nice web page, and see exactly when they open it and whether they say yes.

Proposals

Send a customer their price, and see when they open it or say yes.

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Keep a job's photos, contracts, and paperwork together in one folder so they're easy to find later.

Documents

Keep a job's photos, contracts, and paperwork together in one place.

You can't break anything here. Nothing saves until you tap a button — and you can always undo.

Enter hours

HV

Your typing is held safe if you step away — but it only counts once you tap the green Save button.

Nothing is saved until you tap Save. Made a mistake? Just retype the number, or tap Clear.

New lead

Someone called or walked in? Get their info down so Dillon can follow up — or log a call you just had with a customer.

New lead
Someone new reached out
📞
Log a call
Note a call/text with a customer
Who is it?
Already a customer? Find them — otherwise just fill in their info below.
🔍
What do they need?
How’d they find us?
Anything Dillon should know? optional

Adds them to the pipeline for Dillon to review.

Recent leads

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New work order

A job got approved? Make its work order here — this creates the job number for the shop folder and adds the job to the queue.

1 Who’s it for?
2 What kind of job?
Is this a Snake Steel job?
Snake Steel jobs get -SSI on the number & show in the Partner Portal
3 Anything Dillon should know? optional

This makes the job number and adds the job to the shop queue. Dillon sees it right away.

🎉

Work order made!

✍️ Write this on the folder:

Ready to make this work order?

·
The job number — for the folder
D2026- -HR
⚠ That number’s already used — try another one.

This is the next number in line. You can change it if you need to.

Invoices & payments

Money customers owe you. Send invoices for finished jobs, and write down payments as the checks come in.

Bills to pay

Vendor bills you need to pay — steel, galvanizing, supplies. Soonest-due first. Tap Mark paid once you’ve sent the payment.

Add a bill

$
📎 Attach the invoice
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Mark this bill paid?

📷
Add the receipt
Snap a photo or choose a file — required, so there’s a record it was paid

Time sheets

Pick the day, check who’s working and which jobs are running — then print everyone’s sheet. The crew fills in their hours by hand.

Which day?
Jobs on the sheet
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Who’s working
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Documents

Find a job to see or add its paperwork — photos, POs, drawings, receipts. Type a customer name and tap the job.

Loading jobs…

Proposals

Send a customer their price as a clean link — and see when they open it or say yes.

Proposals

Hi Diana 👋

How can I help?

Send a note to Dillon

Tell him what's going on — he'll get it on his phone right away.

Include a picture of my screenSo Dillon can see exactly what you're looking at right now.
We'll also include these automatically, so Dillon can help faster:
Which screen you're on Today's date & time Your last few taps Any error messages Your phone & browser