⌄ CURRENT JOB
No job selected
Pick a job, or start a new one.
⌄🎤Describe the project — talk or type, your own words
Brief Callide the way you would another trade — the room sizes and what has to be done. You approve every line.
⌄📷Photos — the space now, and how it will look
⌄🏠Areas — what you're working on; Callide can also pull sizes from what you say
Timber posts — # × height auto-fills the post lines
ft
ea
ea
ea
Standard opening sizes (override for unusual doors / windows)
in
in
1/2
in
in
1/2
Measured totals — tap to check or override
sqft
sqft
lf
lf
lf
lf
lf
⌄📐Measure from a drawing — when you can't measure on site
Set the scale off one known dimension, then trace.
⌄✅Full task list — tick items by hand if you'd rather
⌄👷Subcontractors — who else is on this job
⌄🧰Anything else — you set the price
A repair, a callout, a flat fee — anything not measured off the room.
These print under “Additional Work”.
⌄📅How this job runs — the crew, the house, the date you promise
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Tell the client—
—no extra room
Room for your other jobs. Moves the date only.
Priority—
Moves you up the queue. It does not make the job faster.
💰Your price
Describe the job above and the price appears here — it opens at Mid Dollar: your normal terms and target profit.
Why this price — the full breakdown
Build level, continuous—
Fine-tune the numbers behind this
$/hr
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people
hr
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days
📄Finish the quote
Where the money goes
Materials & supplies
Labour & installation
Subcontracted trades
Rentals / equipment
Direct cost
Project management
Contingency
Discount
Subtotal
Sales tax
Labour hrs · days of work
Client timeline — what they’re told
GRAND TOTAL
Proposal
Letter of Intent
Change Order
Invoice
Receipt
Client Update
Materials list
Nothing to make a document from yet
A proposal, invoice or change order is built from a job. Pick one or start a new quote, and this page fills itself in.
Focus on
Jobs
📋Quick Paste Client Info — paste a blob, it sorts into the right fields
Reads labels like Client / Name, Address / Site, Mobile / Phone / Cell, Email, Notes. Nothing saves until you review below and pick an action.
👥Clients & leads
Working on:
The per-job cards below (payments, costs, P&L) follow this job — switch it here.
Business P&L — all jobs combined
Totals across every job in your library. Profit uses actual costs where you've entered them, otherwise the estimate.Period summary — cash in / out by month, quarter or fiscal year
Collected = payments received in the period · Expenses = receipts dated in it · cash basis. This complements the contract-based profit above.All jobs — view the money & open a job. Set status & delete on the Clients tab.
| Project | Status | Revenue (ex tax) | Proj. profit | Actual profit | Margin | Balance (incl. tax) | Actions |
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🔔Quotes to follow up
| Project | Client | Quoted | Amount | Age | Actions |
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💵Accounts receivable — who owes you
| Project | Client | Invoice date | Balance | Status | Actions |
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No job selected
Choose one in Working on at the top, or tap View on any job above, and its payments, costs and profit appear here.
💳Payments received
| Date | Amount | Method | Note | Actions |
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🧾Actual costs (as the job runs)
$
$
Actual materials & subcontractors total automatically from receipts you tag to this job on the Expenses tab — enter only labour and any other manual cost here.
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$
$
Optional. Recording what you originally quoted/estimated for a past job (e.g. imported history) turns it into a real estimate-vs-actual data point for Pricing Intelligence. Leave blank and nothing changes.
📈Profit & Loss
Contract revenue (ex tax)
— incl. approved change orders
Estimated cost — what leaves, your crew at their cost
Actual cost to date
Cost variance (est − act)
Overhead
Projected profit (after overhead)
Margin (actual)
PROFIT (actual, after overhead)
Recently deleted
| Project | Client | Deleted | Actions |
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🏢Your business — fill this once, it flows to every document
Quote tax is not set here. Each job is taxed where the work is, read from the job address.
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JPEG, PNG, HEIC or SVG — Callide trims it, lifts a flat background away, and puts it on every document.
Province tax & regional pricing — editable · click to expand
| Province / Territory | Sales tax | Material × | Labour × |
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Quote defaults — what every new quote starts at
⌄💾Backups
Everything saves and syncs to your account on its own — these buttons are for an extra copy you keep yourself.⌄Fiscal year & tax view — pick a year to review or export
Viewing fiscal year
⌄Download everything — one file: Excel + receipt images + your proposals and invoices
Period
One ZIP containing an Excel workbook — Clients, Jobs, Income, Expenses, Mileage, Documents, Business, and a consolidated Accountant Summary — plus every receipt image and every proposal and invoice for the chosen period, each with its own index. Great for handing to your accountant, or to take your data with you. For a full backup you can reload later, use Back up to a file above.
⌄Import past data — load prior-year expenses & travel (Excel .xlsx or .csv)
An .xlsx loads both its Expenses and Travel sheets at once. A .csv loads whichever it is. Rows are added (existing entries kept). Then pick the year above to review.
Matches by column name, so order, extra columns, and title/total rows don't matter. Expenses use: Date, Description, Total, Subtotal, Tax, Province, City, Card, Type, Job. Travel: Date, Km, Reason, Job, Location, Address. (.xlsx reading needs Chrome or Edge.)
🚗Mileage
Mileage breakdown — by category, client and job
📅Mileage calendar — days you travelled, with weekly totals
⌄🔢Odometer — 30 seconds, once a quarter · turns your log into a business-use %
Type the number on the dash. Two readings tell your accountant what share of the truck’s driving was business — the % they apply to gas, insurance and repairs. Skip it and nothing here breaks.
⌄＋Log a trip by hand — when there was no receipt and no photo
⌄📍Saved destinations — what each place is called, and how far
These fill themselves: confirm a run to a supplier Callide didn’t recognise and it offers to save it here with the distance you accepted. After that, every receipt from there is exact.
⌄📒Trip log — tap a trip to change it
Expense summary — receipts & costs for your accountant Fiscal year
🧾Expenses — attach a receipt photo to each line
Enter the receipt total — net and tax split out by province. 📎 attaches a photo (saved to the cloud).📊Pricing Intelligence — an at-a-glance review of what changed. Nothing touches your catalogue until you approve it.
Global inflation drift — passive catalogue-wide top-up · click to expand
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A · Market watchlist — add volatile / common materials you want to keep an eye on
One click seeds the materials that historically swing the most — lumber, plywood/OSB, copper wire, steel, drywall, insulation & foam, PEX, shingles, vinyl. Nothing changes a quote until you approve it.
How you get alerted (no watching required): the 📊 Intel button up top shows a badge count whenever a volatile item is overdue for a look or your own receipts run above your catalogue price. When one flags, open it, set the new price, and it flows into every future quote automatically. The local Pricing Helper refreshes these once a month; you can also enter a price by hand anytime. Nothing changes without your approval.
| Item | Catalogue $ | Reference $ | Diff | Last checked | Source / conf. | Status | Actions |
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⌄🧱Ontario material prices — 1,000 real retail prices · click to expand
⌄💲My prices — set your own rates — every item, priced your way · click to expand
These are your rates. Change anything here and it flows into every future quote — for your account only; no other user is affected. Callide's numbers are researched industry starting points, not gospel: tune them to what you actually pay and charge. Set the material cost and the labour hours for each item, and the true cost per unit is worked out as you type.