Dashboard
👨🔧 Technicians
Recent Work Orders
Low Stock Alerts
Customers
Parts Inventory
Truck Inventory
Dispatch — Work Orders
🚀 Quick Create by Service Type:
My Jobs
Invoices
Quotes / Estimates
Quote
Invoice
💰 Accounts Receivable (who owes us money)
💸 Accounts Payable (bills we owe)
🔒 Bulk Profit Report (owner only — your secret margin)
Accounts / Settings
📁 Job History Folders (completed jobs by service type)
💳 Invoices — Quick Access
📈 Sales Tax Report (for your CPA)
💼 Employee Payroll (weekly Mon-Sun)
👤 Employees (manage logins, roles, pay rates)
Company Information
Labor & Travel Rates (default — regular gas station service)
🛠️ Service Type Rates (specialized services)
📝 Disposal Facilities (EPA-approved TSDFs for Water Truck waste)
Tax Rates by State
Default rates used when state is detected on a work order. You can always override on the invoice.
City-specific IL rates (Chicago, Des Plaines etc.) are preloaded and override the state default automatically.
💳 Credit Card Surcharge
Auto-applied when payment method is "Credit Card" — recovers your processor fees from the customer.
⚠️ Compliance Reminder:
• Visa & Mastercard cap surcharges at 3%. Federal cap is 4%.
• You must notify Visa/Mastercard 30 days before starting surcharges.
• Surcharges only apply to credit cards, NOT debit cards.
• You must inform customer BEFORE they pay with credit card.
• Verify rate matches your actual processor cost (Illinois law).
• Visa & Mastercard cap surcharges at 3%. Federal cap is 4%.
• You must notify Visa/Mastercard 30 days before starting surcharges.
• Surcharges only apply to credit cards, NOT debit cards.
• You must inform customer BEFORE they pay with credit card.
• Verify rate matches your actual processor cost (Illinois law).
Data Management
Cloud Sync keeps your data safe in Google Cloud and syncs across all your devices. Download Backup gives you a local safety file. Use both!
🧪 Testing Mode Tools (remove before going live)
These buttons clear test data while you build things out. Your customers, parts, trucks, and settings are KEPT — only work orders and invoices are cleared.