Offer draft from speech
Turn spoken job notes into an editable offer draft before anything is sent.
Project Setup
Active Projects
Completed Projects
Archived Projects
Project Name
Notifications
No Service Team selected
Create a Service Team and open it to begin building the project record.
Planner
April 2026
MDMDFSS
Selected week
CW 16 - 13 Apr 2026 - 19 Apr 2026
Team Scheduling
Planner
Use real dates to keep free teams at the top and assign them into open projects below.
This Week
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Small Jobs
Daily Works
Plan short visits, repairs, and one-day works without creating a full project.
Selected week
This week
Daily Work Contacts
0Team Members
Manage system users and project assignments for the currently selected project.
Members
New Member
Member Details
Permission Matrix
Admin can choose a user type first and then define the permissions in the matrix. Edited users are highlighted so extra rights are easy to spot.
Client List
Work with clients in one combined workspace. The selected client opens directly inside the same flow.
Clients
New Client
Client Details
Equipment
Create equipment entries for the team and group them into reusable categories.
Equipment List
Categories
Select a category to filter the list. Admin can create or edit categories here.
New Category
New Equipment
Equipment Details
AI Assistant
Speech to editable project drafts.
Voice note / project summary
Summarize long spoken updates and save them to project notes or area notes.
Material list from speech
Capture material requests and keep unclear items marked as needs check.
Meeting / conversation
Listen to a discussion and turn it into decisions, tasks, and next steps.
Drafts of conversation with AI
Saved AI chats that are not assigned to a project.
Settings
Manage global look and integrations.
Color Palettes
Pick one of 20 ready-made combinations.
Typography
Preview
Project workspace style
The quick brown fox jumps over the lazy dog. 1234567890
Palette
Font
Size
Google Drive Sync
Set the app timezone and schedule automatic Google Drive export twice per day (15-minute steps).
Audit Log
Track who changed what, when they did it, and whether it was archived, restored, or permanently deleted.