Built for production shops

Every part of the floor, in one workspace.

Six connected systems — quoting, production, field, accounting, migration, and access — built so a shop can run end-to-end without retyping a single line item.

Quote → Job → Invoice

One record carries the work end to end.

Edit a line item on a quote? It updates the job. Approve a change order? It flows to the invoice. Every change is timestamped, attributed, and visible to the whole team.

Real-time pricingMargin and totals recalc as line items change.
Linked proofs & surveysApprovals stay attached to the job they belong to.
Audit trail by defaultEvery edit, approval, and message is recorded.

Quote Q-1042 → Job J-0871

Belmont Brewing
ItemQtyRateTotal
Channel letters · 12'1$8,400$8,400
Install crew · 2 days2$1,600$3,200
Permit + survey1$1,200$1,200
Materials + finish1$2,100$2,100
Subtotal$14,900
Margin42.1%
Total$14,900

Production board

27 active · today
In queue 7
Carolina Auto Group
Q-1042 · Rush
Hudson Realty
Q-1041
Westside Tap
Q-1039
In production 6
Belmont Brewing Co.
J-0871 · Due Fri
Riverside Dental
J-0869
Queen City Logistics
J-0867
Install / proof 5
Northside YMCA
J-0866 · Mon
Lake Norman Yacht
J-0863
Production board

The whole floor on one screen.

Drag jobs through queue → production → install. Tasks, proofs, surveys, and blockers stay attached to the card. The board updates in real time as the work moves.

Live statusReal-time updates across the team — no Slack pings required.
Attached tasksSurveys, proofs, call logs, and blockers live on the job.
Custom workflowsConfigure stages and statuses for how your shop runs.
Field add-on

Quote, survey, and invoice from the truck.

Crews carry the workspace into the field on iPhone and iPad. Capture proofs, run site surveys, approve change orders, and invoice on-site. Offline updates queue and sync when reconnected.

Native iOS appDesigned for the truck, not a mobile-web fallback.
Offline-first syncUpdates queue locally and merge once you're back in range.
Granular entitlementsField crews see only what they need — no admin surface.
9:41●●● ▮▮▮
My jobs · today
+
Belmont Brewing Co.
J-0871 · Channel letters
Install Fri8:00 AM
Riverside Dental
J-0869 · Site survey
In progress10:30 AM
Northside YMCA
J-0866 · Proof capture
DoneYesterday
Carolina Auto Group
Q-1042 · Quote walk-through
Tomorrow2:00 PM

Invoices · outstanding

$48,210 · 9 open
InvoiceAmountStatus
Queen City LogisticsI-2210 · Net 15
$41,200Sent
Carolina Auto GroupI-2209 · Net 30
$3,400Paid
Hudson RealtyI-2208 · Net 30
$2,810Overdue
Westside TapI-2207 · Net 15
$800Paid
Accounting

Close the loop with QuickBooks.

Push invoices, reconcile payments, and watch balance due before work slips through. Two-way QuickBooks sync, mapped to your existing chart of accounts.

Two-way syncCustomers, items, invoices flow both directions.
Stripe paymentsTake cards or ACH from the invoice. Reconcile automatically.
AR by jobSee balance due on every job before scheduling more work.
Migration

Off ShopVox in five business days.

The migration assistant guides you through ShopVox export, customer dedup, accounting reconciliation, and validation. We stage the rollout with you so history doesn't disappear on switch day.

ShopVox importerCustomers, products, jobs, history — mapped automatically.
Validation stepSpot-check records before you switch traffic.
White-glove optionHand it off to us — we'll do the migration for you.

Migration · Reyes Sign & Wrap

Day 4 of 5
Export from ShopVox
2,148 records · 12 minutes
Done
Map customers & products
847 customers · 312 SKUs
Done
Reconcile QuickBooks
Chart of accounts mapped
Done
4
Validate sample records
Spot-check 50 jobs & invoices
In progress
5
Switch traffic to new workspace
Tomorrow · 8:00 AM
Pending

Roles & entitlements

12 team members
CapabilitySalesOpsField
Create quotes
Move jobs to production
Approve change orders
Send invoices
Capture proofs on-site
View financial reports
Roles & access

Permissions that match how shops actually run.

Sales sees the pipeline. Ops runs the board. Accounting closes the loop. Field crews see what's on their truck — and nothing else. Configure once, audit forever.

Role templatesPre-built for sales, ops, accounting, field, and admin.
Granular entitlementsOverride capability-by-capability when you need to.
Owner bootstrapFirst user becomes owner; provision the rest in minutes.

See it on your own jobs.

Start a 7-day trial with your real data. Migration is included.