Clients
Items
Payment reports
Import old invoices and key codes
Adds the invoices that match your High Security Codes sheet, with their key codes. Invoices already in your account are skipped, never changed. Safe to run again.
Recent invoices
Backup
Saves a zip of invoices, estimates and key codes dated 2026 and later, plus clients, settings and deleted items. The full backup also includes the photos those invoices use. Older invoices don't change and are not included.
In the old app, tap Download backup, then pick that .zip file here. It copies your invoices, estimates, clients, key codes and photos into this app. Safe to run again.
Recently Deleted
Deleted invoices and estimates stay here for 30 days. Restore one to bring it back exactly as it was. After 30 days it is removed for good.
Daily route
Need to schedule
Estimates
Jobs from your calendar
Invoice
Add an invoice number to save this invoice to your account.
Client
Items
Type a code or description to pull the price and tax setting from your price list. You can change any rate on the invoice.
Key codes (no photo)
For keys without a card photo, such as older jobs from your code sheet. Shown at the bottom of the invoice and found by key code lookup. Write the type first, for example 206S-BZACB-10132, 006C-ABBCC-21343, 008J-CACCC-41432 or Primus Wilco 524757.
Photos
NOTES
NOTES FOR TECH
Email invoice
Sent from your Gmail, gaby.gz@gmail.com. A copy stays in your Sent folder.
The email uses your saved design: logo, invoice box, Pay my invoice button and review stickers, with the PDF attached.