Help Center
What do I tap, and in what order?
47 guides, one screen at a time. Each one opens on the problem it solves, then walks the taps in the order you make them.
Getting started
Set the app up once, and learn the four places everything starts from.
- Introduce the whole app
- First-day setup
- The recommended workflow
Quotes, invoices & money in
Price the work, get it signed, bill it, and see what is still owed.
- Make a quote
- Validity and terms on a quote
- Send a quote and get it signed
Price Book, inventory & costs
Save your rates once, count what runs out, and file every receipt.
- Your Price Book: price it once, use it on every quote
- Count the things that run out: Inventory
- Scan a receipt at the counter
Team, time & dispatch
Hours against the job, who can see the money, and who is where today.
- Clock in, clock out
- Approve the week's hours
- Crews: put the whole truck on a job in one crew assignment
Planner, site records & opportunities
Your jobs across time, what happened on site, and the work worth quoting next.
- Read the Planner: your jobs and people across time
- Spot a double booking and fix it
- Log what you did before you leave the site
Photos, drawings, reports & tools
Find the photo, mark up the drawing, and read the numbers behind the total.
- Six hundred photos, eighty of them jobs: the Job Photo Organizer
- A showroom of your best work
- Pin a note or a photo on a drawing
Account, plan, follow-up & your data
Add a second factor, change your plan, chase what is owed, and keep your own copy.
- Two-factor sign-in, and your recovery codes
- Let Zeus chase overdue invoices and open quotes
- See your plan, change it, or bring it back
Every guide, in order
If you already know what you are looking for, it is faster to scan the whole list than to pick a category.
- Introduce the whole app
- First-day setup
- The recommended workflow
- Bring in the people already in your phone
- Make a new job
- A tour of the job page
- Make a quote
- Validity and terms on a quote
- Send a quote and get it signed
- Turn an accepted quote into an invoice
- Make an invoice
- Labour and materials on their own pages
- Deposits and part payments
- Chase what is overdue
- Prepare a batch of invoices
- Sent Documents
- Your Price Book: price it once, use it on every quote
- Count the things that run out: Inventory
- Scan a receipt at the counter
- Company expense or job cost?
- The week before your accountant wants everything
- Clock in, clock out
- Approve the week's hours
- Crews: put the whole truck on a job in one crew assignment
- Track a casual helper and their job cost
- Subcontractors: their own list, not payroll
- Access Control: who can see the money
- Dispatch the morning: give each person a job
- Day: one person's day, in the order they drive it
- Read the Planner: your jobs and people across time
- Spot a double booking and fix it
- Log what you did before you leave the site
- Write today's day log on a job
- Record the equipment at the site
- Work you already did, and could sell more of: Opportunities
- Inspect with a checklist and flag the issues
- Six hundred photos, eighty of them jobs: the Job Photo Organizer
- A showroom of your best work
- Pin a note or a photo on a drawing
- From a drawing to a quote
- Reports: from the total to the one client
- Calculators built for trades, not math homework
- Short a fitting? Find the closest supplier
- Two-factor sign-in, and your recovery codes
- Let Zeus chase overdue invoices and open quotes
- See your plan, change it, or bring it back
- Keep your own copy of everything in Zeus