← Help home

How-to articles

Schedule and assign jobs

Create a job, set date/time, assign a technician, and track status from pending to completed.

Build and send estimates

Use AI suggest or manual totals, apply your material prices, and send for e-signature.

Invoice a completed job

Convert a job to an invoice, collect payment, and sync to LedgerTrack when connected.

Import from QuickBooks

Settings → Data import — upload CSV/Excel/JSON, map fields, preview, then confirm.