🔧 Trades Pro
Techs text the job. Work orders and invoices build themselves.
💬 Your crew texts this number: (817) 555-0163
Ray (HVAC Tech)
Finished the Smith house on Oak Ave. Replaced the blower motor and a capacitor, system’s cooling good now. 2.5 hrs. Parts: 1 blower motor, 1 45/5 cap. Customer paid by card.
Work order created ✅ Smith — 3021 Oak Ave. Blower motor + 45/5 capacitor, 2.5 hr labor, payment: card. Ready for invoice → QuickBooks.
⚡ Rfnry instantly builds the Work Order:
Work Order #1042 — Smith Residence
CustomerSmith — 3021 Oak Ave
TechRay T.
WorkReplaced blower motor + capacitor; verified cooling
PartsBlower motor, 45/5 capacitor
Labor2.5 hrs
PaymentCard — paid
StatusComplete → invoice ready
📅 At 6:30 PM, the owner gets this summary — automatically:
📋 Daily Summary — Mon, Aug 31
🔧 7 service calls completed.
❄️ 4 HVAC, 2 plumbing, 1 electrical.
💰 $3,210 billed · 5 paid, 2 net-30.
🧾 Parts used across 6 work orders.
⚠️ Action: 2 invoices ready to send to QuickBooks.
Plus everything else you get:
Customer history and tech assignments in one place.
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Receipts & Change Orders
Log material receipts and extra-work approvals against the job.
Invoices and costs flow to QuickBooks automatically.