Quick Actions
New Invoice
New Estimate
New Client
Record Payment
New Task
Calendar
Recent Invoices
Upcoming Appointments
| Name | Address | Phone | Invoices | Actions |
|---|
| Name | Address | Phone | Service | Status | Actions |
|---|
| Est # | Client | Description | Amount | Date | Status | Actions |
|---|
| Prop # | Client | Description | Amount | Date | Status | Actions |
|---|
| Con # | Client | Description | Amount | Start | End | Status | Actions |
|---|
| Invoice # | Client | Description | Amount | Date | Due | Status | Actions |
|---|
| Date | Client | Invoice # | Amount | Method | Check # / Notes | Proof | Actions |
|---|
| Client | Description | Amount | Frequency | Next Date | Status | Actions |
|---|
Generate Client Statement
Show:
| Date | Vendor | Description | Amount | Status | Actions |
|---|
| Date | Time | Client | Address | Service | Notes | Actions |
|---|
✅ Tasks
📝 Notes
Appointment
Invoice/Job
Estimate
💰 Revenue by Service
📊 Monthly Earnings
📋 Service Breakdown
| Service Category | Jobs | % | Amount |
|---|
📅 Month by Month
| Month | Jobs | Invoiced | Collected | Outstanding |
|---|
Company Info
Payment Methods
Invoice Numbering
Change Password
Backup & Restore
☁️ Supabase Cloud Sync
📋 Setup Instructions
Step 1: Go to supabase.com → Create free account → New Project
Step 2: In your project, go to SQL Editor and run this:
Step 4: Paste them above and click Save Credentials
Step 5: Click Push to Cloud to upload your data
Step 6: On any other device, enter the same credentials → click Load from Cloud
✅ After setup, all saves automatically sync to cloud every 45 seconds.
ℹ️ Your logo is stored locally only (too large for cloud storage).
Step 2: In your project, go to SQL Editor and run this:
CREATE TABLE IF NOT EXISTS app_data ( id TEXT PRIMARY KEY, data TEXT, updated_at TIMESTAMPTZ DEFAULT NOW() ); -- Allow anonymous read/write (required for this app) ALTER TABLE app_data ENABLE ROW LEVEL SECURITY; CREATE POLICY "allow_all" ON app_data FOR ALL USING (true) WITH CHECK (true);Step 3: Go to Settings → API → Copy Project URL and anon public key
Step 4: Paste them above and click Save Credentials
Step 5: Click Push to Cloud to upload your data
Step 6: On any other device, enter the same credentials → click Load from Cloud
✅ After setup, all saves automatically sync to cloud every 45 seconds.
ℹ️ Your logo is stored locally only (too large for cloud storage).