Total Billed
$0
from invoices
Collected
$0
marked as paid
Outstanding
$0
invoiced, not paid
Job Expenses
$0
scanned receipts
Recent Activity
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Job Pipeline
Auto-updated from your saved documents
📸 Receipt Scanner
Photograph any receipt. Claude reads it and files every line item into your job ledger automatically.
📷
Tap to snap or upload a receipt
Photo or screenshot. Claude reads any format
✅Receipt Scanned Successfully
Line Items
| Description | Qty | Unit Price | Total |
|---|
TOTAL$0.00
Saved Receipts
No receipts scanned yet
Total Revenue
$0
Total Expenses
$0
Gross Margin
$0
Job Ledger
| Job | Client | Quoted | Invoiced | Collected | Expenses | Margin | Status |
|---|
| Type | Title | Client | Job | Date |
|---|
Your prompts are pre-filled with your business info. Copy → paste into claude.ai → save the result back here.
Enter your business details once. They auto-fill into every prompt and document, no typing on the job site.
🏢 Business Information
Used in proposals, invoices, and all generated documents
💰 Default Rates
Pre-fills your estimate and invoice prompts automatically
📍 Service Area
Used in estimates and for AI to understand your local market
✍️ Your Standard Proposal Language
Add anything you always include, warranty terms, insurance info, your guarantee. This auto-appends to proposals and bids.
Listening…
✓ Saved