Dashboard
Quick Actions
🧾
New Invoice
📋
New Estimate
👤
New Client
💵
Record Payment
New Task
🗓️
Calendar

Recent Invoices

Upcoming Appointments

NameAddressPhoneEmailInvoicesActions
NameAddressPhoneServiceStatusActions
Est #ClientDescriptionAmountDateStatusActions
Prop #ClientDescriptionAmountDateStatusActions
Con #ClientDescriptionAmountStartEndStatusActions
Invoice #ClientDescriptionAmountDateDueStatusActions
DateClientInvoice #AmountMethodCheck # / NotesProofActions
ClientDescriptionAmountFrequencyNext DateStatusActions

Generate Client Statement

Show:
DateVendorDescriptionAmountStatusActions
DateTimeClientAddressServiceNotesActions
✅ Tasks
📝 Notes
Appointment Invoice/Job Estimate

💰 Revenue by Service

📊 Monthly Earnings

📋 Service Breakdown

Service CategoryJobs%Amount

📅 Month by Month

MonthJobsInvoicedCollectedOutstanding

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:
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).