Create work record

New job

Relationship record

New client

Preserve the original

Add evidence

Evidence type

If the connection is unavailable, this evidence stays inside this browser profile and enters the local sync queue. Use a device protected by a passcode and disk encryption.

Invoice-ready scope

Add estimate item

Customer decision

Approval link

Share this private, expiring link with the customer. It shows scope, evidence count and estimate total—not internal notes or photos.

Account security

Change password

Use at least 12 characters. Other active sessions will be signed out.