Business Dashboard

Trades & Gigs — manage your listing, photo, and membership.

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Business name

Hours

Short bio

WhatsApp number

AI Tools

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Pick a tool, describe what you need, and get a draft in seconds.

Tool

Language

Describe the job

AI-generated draft. Review it before you send or post it — you are responsible for prices, terms, and accuracy.

Business Coach

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Ask about pricing, getting more customers, hiring, scheduling — anything about running your business. It knows your business profile.

Projects

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Track each job from start to finish — budget, expenses, tasks and progress photos.

Business Finances

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Track income and expenses for the business overall — not tied to a single project.

Income this month

$0.00

Expenses this month

$0.00

Net this month

$0.00

Projected this month

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Goals

Monthly income goal ($)

Annual income goal ($)

Add entry

Type

Recent entries

Business Diagnostic

Intermediate

A short check-up on your business: your break-even point, and how strong you are in Product, Finance, Process and Sales — with the AI's recommendations for each.

Break-even numbers

Average price per job/sale ($)

Variable cost per job ($)

Monthly fixed costs ($)

Current jobs/sales per month

Product

What makes your business different from competitors?

Approx. % of customers who repeat or refer you

Finance

Months of expenses you have in reserve (optional)

Process

Do you have a consistent process for quoting and following up?

How do you track jobs and your schedule?

Sales

Where do most new customers come from?

Approx. % of quotes that become paid jobs

History

CRM — Contacts

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Keep a short list of leads and customers so you don't lose track of follow-ups.

Name

Phone

Notes

Appointment (optional)

Job Postings

Publish an opening on the public Find Work board — $9.99 per posting, live for 30 days. Applicants never pay anything.

Membership

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🟢 Basic — $49/moQuotes, basic AI tools, limited CRM & content

🔵 Intermediate — $89/moFull CRM, automatic follow-up, SMS, email & calendar