Clients

Jobs

Quotes & Estimates

Invoices

Materials & Parts

Schedule

<aside> 🔧 Trades Job & Quote OS — run your whole trade business from your phone. Track every client, quote, job, and invoice so a forgotten follow-up never costs you a job again. Entries marked (Sample) can be deleted.

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🚀 Getting Started

1. Add a client in 👤 Clients (name, phone, property address)
2. Create a 💵 Quote — labor + materials auto-total. Send it, mark Sent.
3. When approved, the 📋 Job moves Quote Sent → Scheduled → Done → Paid
4. Log 🔩 Materials per job; raise 🧾 Invoices and watch Balance Due
5. Check 📅 Schedule each morning for today's jobs

💡 Why tradespeople use this

• The Balance Due formula shows exactly who still owes you — chase money before it ages
• Quotes link to jobs link to invoices — full history per client, one tap away
• Works on the free Notion plan, on your phone, on the job site