Portfolio Dashboard
☑ On My Plate
Financial Overview
🌤 Job Site Weather
⚠ Needs Attention
Recent Activity
Jobs
Approved$0
Collected$0
Spent$0
Remaining$0
Retainage$0
Profit$0
Margin0%
JobIn Progress
Approved Price
$0.00
Collected $00% billed
Collected$0.00
Remaining Balance$0.00
Cost to Complete$0.00
Change Orders$0.00
Projected Profit
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Projected Margin
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👤 ClientMap ⟲
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Site
Phase Progressbudget by phase
Recent Activity
☑ Tasks & Appointments
⛅ Weather at Site
6-day ⟲
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6-Day Forecast
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Draw Schedule
| Draw | Amount | Status |
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Assigned Vendors
Budget
Budget Analysis
Transactions
| Date | Description | Vendor | Category | Type | Amount |
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Change Orders
| CO # | Date | Description | Status | Cost | Approved By |
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Invoices & Draws
| Invoice # | Date | Draw | Amount | Retainage | Net Due | Status |
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Payments Received
Vendors & Subcontractors
Bid Requests
Notes & Info
Daily Logs
Files & Photos
Estimates
Bid Requests
Proposal Builder
You fill in (per job)
Auto-filled / calculated
Fixed wording (never changes)
Live preview appears here.
Proposal Preview
📄
Open a job and click Proposal to generate.
Voice Review
Items you captured by voice land here first. Review each one, fix anything that's off, then approve it into your Tasks & Appointments — or discard it. Nothing here is live until you approve it.
Tasks & Appointments
Your to-dos, appointments, and notes — standalone or linked to a job. Appointments can be added straight to Apple Calendar, which handles the reminders.
Transactions
Billed vs Spent by Month
Billed vs Spent Trend
Invoices & Draws
Change Orders
Customers
Client Logins
Give a customer secure access to their own project portal — contract, payment schedule, change orders, and the documents you choose to share. Each login sees only their own project.
Create a login
Pick the customer, confirm their email, and choose how they get in.
Email an invite linkThey set their own password. Best hand-off. Requires email to be set up.
I’ll share a passwordGenerates a starter password you give them directly. No email needed.
Active logins
Everyone with portal access. Reset a password or switch a login off at any time.
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To choose which files a client sees, open a job’s Files & Photos tab and switch on “Share with client” for each document. Cost, budget, vendor, and margin information is never shared.
Vendors & Subcontractors
Document Exchange
Send plans and files out — get signed docs and photos back.
To start a share, open a job's Documents tab, or a customer or vendor's Documents, and tap Share. Each link carries your contact card, lets the recipient download the files you picked, and (if you allow it) send files back here for review.
Daily Logs
Reports
Price Catalog
| Phase | Description | Unit | Unit Cost | Default Qty | Labor% | Markup% | Notes |
|---|
Reimbursements
By Account
How reimbursements work
A transaction shows up here when its Reimbursable to me box is checked. The total is what the business owes you back for spending on your own accounts. When you pay yourself back, click Record Repayment, check off the items you're settling, and they'll move into your repayment history below.
Unreimbursed Transactions
| Date | Job | Description | Paid From | Amount |
|---|
Repayment History
Overhead & Operating Expenses
Track business overhead you buy on the go — fuel, meals, miscellaneous. These are real costs but not job cost-of-goods, so they're kept separate from job budgets and never affect job profitability. Snap or enter a receipt, tag it to an expense account and the card you paid with, and optionally note a job. Set your expense account numbers and each card's AccountEdge number in Settings.
Help & Quick-Start
Short, step-by-step recipes for the everyday tasks. Tap a section to open it, or type above to jump straight to a task.
First, the habit that matters most — save your work
When you finish working, tap Cloud Save (top-right). Your data is stored to the cloud and synced to your other devices, and it loads automatically next time you open the app. For an extra local copy, use Backup file (and Restore file to bring one back). One rule: if a screen ever looks empty, don’t Cloud Save over it — your data may just need a moment to load.
Jobs & People▼
Start a new job
- From the Dashboard, tap + New Job (top-right).
- Enter the job name and details, and pick the customer — or add a new one right there.
- Save.
Add a customer
- Open Customers in the sidebar.
- Tap + New Customer, fill in the company and contact details, and save.
Shortcut: + Customer on the Dashboard.
Add a vendor or sub
- Open Vendors & Subs.
- Tap + New Vendor, set the name, the Type (Sub or Supplier), and the trade, then save.
Shortcut: + Vendor on the Dashboard.
Money▼
Record an expense
- Open Transactions and add a new one — or, inside a job, tap + Tx on the budget strip.
- Enter the amount, category, vendor, and the account you paid from.
Create an invoice
- Open the job and go to the Invoices tab (or tap + Inv on the budget strip) — or use Invoices & Draws → + New Invoice.
- Enter the lines and save.
Send an invoice
- Tap the invoice to open its detail panel.
- Tap Print Invoice — your branded invoice opens in a window.
- Tap Print / Save PDF and save it as a PDF.
- Email or text that PDF to your client.
A one-tap email send is on the roadmap — for now it’s save-the-PDF, then send.
Record a payment
- Open the invoice and tap Record Payment.
- Enter the amount, the date, and the deposit account.
Create a change order
- Open Change Orders → + New CO (or tap + CO on the job’s budget strip).
- Once a CO is approved, it books to income automatically.
Documents & Contacts▼
Send a connect link
- On Customers or Vendors & Subs, tap Invite.
- Choose the type — for a sub, pick the job and any plans to share — then tap Generate and send the link.
- What they submit comes back to you under Document Exchange.
File a document
- Open a job and go to the Documents tab.
- Tap Upload to attach a file (up to 25MB).
You can also attach documents on a customer or vendor record.
Look & Feel▼
Switch the app theme
- Go to Settings.
- Choose Current look, Clean white, or Frosted white. Your choice is remembered on this device.
No tasks match that — try a different word.
Company Settings
Appearance
Switch the look of the whole app. Your original look is always one tap away — nothing is lost.
Device backup recovery
During a sync, the app keeps the edits on the device you’re using and sets the other version aside — your unsaved edits, or a copy from another device. If the auto-resolution wasn’t what you wanted, bring that set-aside version back here.
Your contact card
This is the digital business card shown at the top of every connect link you send — customers, suppliers, and subs can tap to save you to their phone. Your name, company, phone, email, address, and website all come from Company Info below; just set how your title should read.
Import Contacts (CSV)
Bulk-load your real customers and vendors. Download a template, fill it in (Excel or Numbers), then upload. New records are added to what you already have — nothing is overwritten, and exact-name duplicates are skipped.
Customers
Vendors
Company Info
Default Legal Text
🔒 App Lock (this device)
Protect this app behind a 4-digit PIN on this device. The app locks when it's been in the background a short while (including when your screen sleeps) and when you reopen it. This is a privacy gate for your device — it keeps someone who picks up your iPad or Mac from seeing your data. Set it separately on each device you use.
No PIN set on this device
Forgot your PIN? On the lock screen, tap “Forgot PIN?” and enter your Cloud password to reset it — so you can never lock yourself out.
Payment Accounts
Cards and accounts you pay job costs from (AMEX, Visa, Home Depot, checking, cash, etc.). Mark an account Reimbursable by default when money you spend on it is normally owed back to you by the business — you can still flip any single transaction either way later.
AccountEdge Export Mapping
Used when you export a reimbursement check for AccountEdge. The check books each cost straight to its expense account and job, so it balances against your checking. Enter your AccountEdge account numbers once. Your DDCM job names must match your AccountEdge job names for costs to link.
Cost accounts
Each transaction is now coded directly to one of your AccountEdge Cost of Sales accounts (Materials, Framing Materials, Plumbing Contractor, etc.) right on the transaction screen — so there's nothing to map here. Full job-cost detail flows through automatically.
💵 Income Accounts (AccountEdge)
Your AccountEdge income accounts. On each job you split the contract value across these (Revenue Allocation), and the Income export books received draws/payments to the right accounts — killing the double-entry on the income side. Numbers must match AccountEdge exactly.
⛽ Overhead Expense Accounts (AccountEdge)
Your operating-expense accounts (fuel, meals, miscellaneous, etc.) — business overhead, not job cost-of-goods, so they never touch job profitability. Enter the exact AccountEdge expense account numbers. Capture these purchases in the Overhead screen; the overhead export books each one to its expense account and the card it was paid on.
Manage Lists
Your customizable Trades list — used when assigning a primary trade to vendors & subs. Add, rename, or remove trades here anytime. Deleting a trade that vendors are using will first show you who's affected and let you reassign them.
Estimate Units
Your unit-of-measure list (LS, SF, TON, etc.) used on estimate line items — these appear as type-ahead suggestions in the Unit field. Add, rename, or remove anytime.
Phone Number Types
Labels for customer & vendor phone numbers. Add your own — like “Wife Cell” or “Husband Cell” — and they show up in the phone-number dropdowns.
Vendor Document Types
Categories used when filing vendor / subcontractor documents (insurance, licenses, W-9s, etc.). Add, rename, or remove anytime — renaming carries onto existing files.
Customer / Project Document Types
Categories used when filing customer / project documents (contracts, proposals, plans, permits, etc.). Add, rename, or remove anytime — renaming carries onto existing files.