Snap it. It files itself.
Anyone you add here gets told, and their bell only shows alerts for the jobs they are actually on.
Deleting removes this job and every estimate, invoice, bill, payment and file on it. The next screen lists them, checks what can go, and one tap deletes. If the job is simply finished, Archive instead — nothing is lost.
Every phone, tablet and computer signed in as you will be signed out — including this one. Your coworkers' own accounts are not affected.
Use this when a device was lost, or you signed in somewhere shared. To leave only this window, use Sign out instead.
Checking what is on this job…
Nothing has been deleted. Sort the points above out first, then come back here.
These files belonged to records that have been deleted. The records are gone; the files themselves have not finished being removed yet. Try again as often as you like — nothing here can delete anything you still use.
Nothing is saved until you press Save on the form that opens.
Nothing on the documents changes — not a line, not a cent, not a status, not a payment. They are only filed under the job. Making a job does not create an award, a contract or an accepted estimate.
Several people? Put a comma between the addresses. Everyone on the To line sees who else received it.
It arrives as a clean letterhead email showing the whole document, and replies come straight back to your company’s billing address. Need a file to keep? Use Print / Save as PDF on the document itself.
Ask anything about Footings — how to do something, or about your own jobs, invoices and bills (it can read only what you can already see, it can't change anything, and answers from your own books are part of the Business plan). If something's broken, say so and it files a precise report: the screen you're on, your version and any error the app threw are attached automatically — that works on every plan. Don't send passwords or card numbers; nobody here will ever ask for one.
You arrived from a reset-password email, so this is the moment to set the new one. It takes effect immediately and works on every device.
Marked as awarded by mistake? Undo award cancels the award on file (it stays in the history), puts this estimate back to Sent, and returns the project to Quoted if no other award holds it. It is refused while invoices bill against the award — void those first.
This records the award — the contract, LOI or PO — you will invoice against. Enter the contractor's document number if you have it.
Every award belongs to a job, and this estimate isn't on one yet. Type the job's name to create it — or pick the job if it already exists.
It installs straight from the web — no app store, no download, and it updates itself. Once installed it opens in its own window — the app itself opens without a connection (cloud sync and first-time Excel export need one) — and behaves like any other app on your machine or phone.
A sole proprietor's SIN is personal information. It is stored apart from the rest of this record, only an owner, admin or accounting user can read it, it shows as the last four digits everywhere else, and every time someone reveals it that is written to the audit trail.
If construction is your main business, CRA wants a T5018 for every Canadian-resident subcontractor you paid more than $500 for construction services in the year — the $500 is measured excluding GST/HST, while the amount reported includes it. Filed within six months of your year end. What you record here is what makes that list possible.