Run the job.
Know the numbers.

Estimates, scheduling and bookkeeping for the trades.
Keep the work and the money in one place.

Request a demo

Vantage Books

MONDAY, SEPTEMBER 14

Your business today.

See the work and what needs your attention.

+ New job

Cash position $48,212.90Cash at a glance

Owed to you $12,940.00Across 7 invoices

Collected this month $31,405.18Payments received

The work today3 jobs

08:00Rooftop unit replacementHartwell PropertiesComplete

11:30Furnace installationElm StreetOn site

14:00Service callKessler residenceScheduled

NEEDS A LOOKMatch the
payment.Banking · 1 suggested

Keep the unmatched
in plain sight.

Different trades.
The same pride in the work.

HVACHeating · Cooling · Refrigeration
PlumbingService · Drains · Water heaters
ElectricalResidential · Commercial · Solar
ChimneySweeping · Inspection · Repair
RoofingMetal · Shingle · Flat roofing
Garage doorsInstallation · Service · Repair
SepticPumping · Maintenance · Repair
Pest controlResidential · Commercial

IrrigationSprinklers · Service · Winterization
PaintingInteriors · Exteriors · Commercial
LandscapingLawn care · Gardens · Hardscaping
CarpentryFraming · Finish work · Renovation
CleaningResidential · Commercial · Windows
Pool & spaInstallation · Cleaning · Service
Concrete & masonryFoundations · Brickwork · Repair
Security systemsCameras · Alarms · Access control

From approved quote
to work in motion.

One place to run the job.

Keep the scope, crew, costs and invoices together.

01 Estimate approved02 Crew assigned03 Ready to invoice

JOB WORKSPACEIn progress

HARTWELL PROPERTIES / JOB 1042

Rooftop unit replacement

Commercial HVAC · Mason assigned

EstimateApproved

ScheduleSep 14 · 8:00

Job costs$4,677.23

Remove existing rooftop unitComplete

Install replacement equipmentComplete

Commission & test systemIn progress

MW Assigned crew3 tasks · 2 complete

Invoice without starting over.

Turn the approved estimate into an invoice with the job details already there.

Approved

HARTWELL PROPERTIES

Rooftop unit replacement

Equipment & installation$7,927.50

GST · 5%$396.38

Total$8,323.88

Put the receipt on the job.

Keep the receipt, expense and job together.

Northline Supply equipment receipt: $2,265.00 plus $113.25 GST, total $2,378.25, paid.

Receipt attachedASSIGNED TO

Hartwell
rooftop

Materials

Job expense$2,378.25

Your bank.
Right here in your books.

Connect securely. Track money in and out, all inside Vantage Books.

One job,
right through the books.

Estimate

Invoice

Payment

Vantage AI

Tell it what needs doing.

We’re building AI that turns your instructions into work inside Vantage Books.

Different places.
One shared picture.

The office plans the work. The crew has the details to do it.

Schedule the work.

CREW SCHEDULEMON, SEP 14

08:0010:0012:0014:00

MWMason

08:00–11:00Hartwell rooftopInstallation · 3 tasks

TKTaylor

09:00–12:00Elm Street furnaceInstallation · 2 tasks

Hartwell rooftopMason · 8–11 AM · 3 tasks

Arrive with a clear plan.

Monday, Sep 141 job

8:00–11:00 AMInstallation

HARTWELL PROPERTIES

Replace the
rooftop unit.

Hartwell rooftop

Job checklist2 of 3 done

Remove old unit

Fit replacement unit

UP NEXT Test & commission

vantagebooks.app

Books you can
check for yourself.

Balanced double entry

Append-only audit log

Role-based access

CSV exports

Leads to jobs

Job scheduling

Receipts on expenses

Bank reconciliation

Good work.
Balanced books.

See how Vantage Books fits your business.

Request a demoFor trade businesses in the United States and Canada.

Run the job.
Know the numbers.

Your business today.

From approved quote
to work in motion.

One place to run the job.

Rooftop unit replacement

Invoice without starting over.

Rooftop unit replacement

Sending invoice…

Put the receipt on the job.

Hartwell
rooftop

Your bank.
Right here in your books.

Connect your bank.

You authorize the connection.

Your account is connected.

No account connected

Your money, in view.

One job,
right through the books.

Tell it what needs doing.

Different places.
One shared picture.

Schedule the work.

Arrive with a clear plan.

Replace the
rooftop unit.

Books you can
check for yourself.

Good work.
Balanced books.

Run the job. Know the numbers.

Your business today.

From approved quoteto work in motion.

One place to run the job.

Rooftop unit replacement

Invoice without starting over.

Rooftop unit replacement

Put the receipt on the job.

Hartwellrooftop

Your bank.Right here in your books.

One job,right through the books.

Tell it what needs doing.

Different places.One shared picture.

Schedule the work.

Arrive with a clear plan.

Replace therooftop unit.

Books you cancheck for yourself.

Good work.Balanced books.

Run the job.
Know the numbers.

From approved quote
to work in motion.

Hartwell
rooftop

Your bank.
Right here in your books.

One job,
right through the books.

Different places.
One shared picture.

Replace the
rooftop unit.

Books you can
check for yourself.

Good work.
Balanced books.