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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Shrub & Bed Care - Fall Oil · 10/18/26 · Done
Money for this Service
Invoices, payments and estimates linked to this customer or property.MoreLess
- What It Does
- Totals and links for every money item tied to this one.
- What It Changes
- Nothing. Tap one to open it.
- How to Use
- Read the totals.
- Tap an item to open it.
Revenue$0.00
Costs$0.00
Left After Costs$0.00
Nothing attached yet. Attach purchase orders, expenses and bills from Invoices (Attach on each one).
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Money Trail
Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.MoreLess
- What It Does
- Follows one job from estimate to Services to invoice to payments, with the automations that ran.
- What It Changes
- Nothing. Links are added only when the match is certain.
- How to Use
- Open a Service, estimate or invoice.
- Read Money Trail.
- Tap a step to open it.
Nothing linked yet. Links appear once a Service is created from an estimate and billed on an invoice.