Built around your business.
Choose a dashboard below. Explore a category, or search every tool in one place.
1. Choose a dashboard to explore its features
Allowances & project credits
Keep allowances and credits visible.
Track project allowances and their associated expenses. Issue project credits, apply them to selected invoices and keep unused credit available. Clients can see the shared allowance and credit details.
Allowances and credits
How it works
- 01
Define the allowance
Keep project allowances and their related spending visible in the project’s financial information.
- 02
Record a credit separately
Issue a project credit with its own record rather than disguising it as another payment.
- 03
Apply it where it belongs
Apply credit to selected invoices and keep an unapplied balance available for later use.
Estimates, payments & finance
Keep estimates, approved changes, invoices, receipts and credits connected instead of adding the same work twice.
Explore this areaEstimates & invoices
Build professional financial documents.
Explore this toolChange orders
Document a change before it gets lost.
Explore this toolPayment schedules & requests
Make amounts and due dates clear.
Explore this toolOnline payments with Stripe
Offer eligible installments online.
Explore this toolProject & operating expenses
Separate job costs from company overhead.
Explore this toolBudgets & financial reporting
See what was billed, received and recorded.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.