Dashboard
What needs your attention now — start from actions, not forms.
Needs attention
Overdue invoices, due-soon invoices, and quotes ready to convert.
Continue work
Recent drafts and active invoices that still need action.
Recent payments
Recent documents
Documents
Create, edit, convert, and track quotes and invoices.
Document
Customer
Items
| Item name | Description | Qty | Unit price | Total |
|---|
Subtotal0.00
Tax0.00
Total0.00
Customers
Save details once, then reuse them instantly in documents.
Customer
Account overview and history.
Details
Financials
Tags
Reusable labels for grouping and filtering accounts.
Contacts
People at this account. The primary contact is used to default the email on new documents.
Activity
Notes you add plus an automatic history of changes on this account.
Attachments
Contracts, POs, and supporting documents. PDF, Word, Excel, CSV, images — max 10 MB.
Tasks
Open and recent work for this customer.
Notes
Authored rich notes (markdown, code blocks, pasted images). Separate from the auto activity log above.
Sites & assets
Locations and the devices/infrastructure documented at this account.
Assets
Recurring schedules
Cadence-based invoice schedules for this customer.
Agreements
Scope / SLA / retainer terms that govern this customer's recurring billing.
Documents
All quotes and invoices for this customer.
Payment history
Generated PDFs
Recurring invoices
Schedules that generate invoices into the global series on a cadence. Run them by hand, or enable the opt-in scheduler.
Schedule
Template items
| Item name | Description | Qty | Unit price | Total |
|---|
Subtotal0.00
Tax0.00
Total0.00
Secrets vault
Encrypted credentials for customers and infrastructure. Unlocked per session with the vault passphrase — never the app login.
Secret
Rotate passphrase
Changing the passphrase re-wraps the data key only — your secrets are not re-encrypted, and all other sessions are locked.
Assets
Devices and infrastructure per customer site — the IT-documentation backbone. Credentials live in the vault and are linked here, never stored in the open.
Tasks & kanban
Drag cards between columns to change status; drop to reorder. Each card can link a customer, an asset, a due date, a checklist and time.
Calendar
Appointments & reminders you create, plus task due-dates and (for infrastructure roles) asset renewals — surfaced read-only. One-way ICS export only.
Products & services
One source of truth for what we sell — feeds quote/invoice line items. Codes are unique; deleting hides an item and reusing the code revives it.
Catalog item
Agreements
Scope / SLA / retainer terms — what we should and shouldn't do — that govern a customer's recurring billing.
Agreement
Vendors
Suppliers as a first-class entity — linkable to assets, with vendor invoices you can pass through to a customer at cost + markup.
Vendor
Settings
Company branding and currency used across the app and PDFs.
Company branding
These details appear on generated PDFs.
Currency
Shown next to every amount in the app and on PDFs.
PDF accent colour
Drives the accent on generated PDFs — the title, table header, totals and the "How to pay" heading. Neutral text, borders and table lines stay fixed for legibility.
Payment details
Shown as a "How to pay" block on invoice PDFs — bank name, account number, branch/SWIFT, payment reference.
Two-step verification (2FA)
Protect your admin login with a time-based one-time code from an authenticator app (Google Authenticator, Authy, 1Password, …).
Two-step verification is off.
Scan this QR with your authenticator, then enter the 6-digit code to confirm.
Manual entry key
Recovery codes — save these now, each works once
Two-step verification is on.
Team & access
Manage who can sign in and what they can see. Admin has full access; Sales sees customers and (future) leads & knowledge base.
| User | Role | 2FA | Status |
|---|