YTD Revenue
$0
Pending Invoices
$0
Jobs This Month
0
YTD Profit
$0
Active Clients
0
Upcoming Jobs
🔄 Follow-ups
Recently Completed
Active Clients
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March 2026
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How this works
1 · "Analyze Now" securely sends your recent quotes, jobs & invoices to Claude
2 · Claude finds follow-ups, cash-flow issues, and patterns in won/lost quotes
3 · Action buttons draft emails you can edit and send through your normal email flow
2 · Claude finds follow-ups, cash-flow issues, and patterns in won/lost quotes
3 · Action buttons draft emails you can edit and send through your normal email flow
Logo & Brand
Shown at the top of every quote
LOGO
Upload your logo
PNG or JPG. Square images work best.
Shows on quote headers your clients see.
Shows on quote headers your clients see.
Business Name
Tagline (optional)
What trades do you work in? (select all that apply)
Contact Info
Shown on quote footer so clients can reach you
Phone Number
Email Address
Website (optional)
Business Address
For licensing and tax purposes on quotes
Street Address
City
State
ZIP Code
License # (optional)
Quote Preview
This is how your header looks on sent quotes
Changes apply to all future quotes automatically.
All Quotes
| Client | Title | Amount | Date | Status |
|---|