RL HOME FIX LLC

Business Manager V13.4

Contractor workspace

Online
01

Estimate Information

02

Business Information

03

Customer Information

AI

AI Estimate Builder

Draft Assistant
1PlanDescribe the work
2ClarifyAnswer key details
3ScopeReview by trade
4PriceMaterials & labor
5FinalizeSave & send

Describe the job in plain language. RL Estimate AI will organize the work by trade, build material and labor costs, and keep the draft editable before you send it.

Photos & PlansAdd jobsite photos, sketches, PDFs, or plan files for reference.
Drop photos or PDF plans here, or click Add Photos / Plans.

Reference files stay with this estimating session. Measurements and hidden conditions still need field confirmation.

Describe the project. The builder will ask only the missing questions that materially affect price.
04

Project Details

05

Itemized Takeoff

Description Qty Unit Material Labor Total
$0.00
Company Cost & Internal EstimateMaterials, labor, markup, tax, notes and base payment terms
06

Notes & Terms

Estimate Summary

Materials $0.00
Labor $0.00
Subtotal $0.00
$
%
Markup Amount $0.00
%
Tax Amount $0.00
ESTIMATE TOTAL $0.00
07

Payment Terms

%
$0.00
$0.00

ESTIMATES & QUOTES

Estimates

Find a project and take the next step without opening extra screens.

Loading…
Estimate Customer Project Total Status One-Click Actions

CUSTOMER QUOTES

Good · Better · Best

Choose a package to edit, preview, or send.

Three clear choices. One project. Edit each option independently, then send the customer one approval link to compare and choose.
Preview PDF

CUSTOMER QUOTE

Edit Quote

GOOD

Customer Price$0.00Updates automatically as you edit
1
MaterialsWhat the project needs. Quantity × unit price is calculated automatically.
Material / ItemQtyUnitUnit PriceTotal
Materials Subtotal$0.00
2
LaborInternal estimating only. Hours and rates are not shown as hourly pricing on the customer proposal.
Labor TaskHoursRate / HrTotal
Labor Subtotal$0.00
3

Customer Notes & Terms

Inclusions, exclusions, schedule, warranty, allowances, and customer-facing notes.

Preview

CUSTOMER CENTER

Customers

Every customer, project, quote and balance in one place.

Customers0
Total Billed$0.00
Collected$0.00
Outstanding$0.00
CustomerContactProjectsQuotesJobsBilledBalance

CUSTOMER PROFILE

Customer

Customer history and account summary

Call Email
Quotes0
Total Billed$0.00
Collected$0.00
Balance Due$0.00

CONTACT

Customer information

Name—
Phone—
Email—

PROJECT LOCATIONS

Addresses

PROJECTS

Jobs

Active and completed work
JobProjectStatusValueStart

QUOTES

Estimates & Proposals

From first quote to customer approval
EstimateDateProjectTotalStatus

MONEY

Invoices & Payments

Billing and remaining balance
InvoiceDateStatusTotalPaidBalance

TODAY AT RL HOME FIX

Business Dashboard

See what needs attention, what's coming up, and where your money stands.

+ New Estimate
✓COLLECTED$0.00Invoice payments

SCHEDULE

Upcoming Work

JobCustomerDateStatus
✓No upcoming dates need attention.

Add a start or target date inside a job when you're ready.

WORKFLOW

Estimate → Payment

Your current business pipeline
→ → → →

MONEY

Financial Snapshot

Contract Value$0.00
Total Invoiced$0.00
Tracked Costs$0.00
Gross Job Profit$0.00
Profit Margin0.0%
Cash After Costs$0.00

RECEIVABLES

Invoice Alerts

InvoiceCustomerDueBalance
✓No unpaid invoice alerts.

PROJECTS

Job Status

RECENT

Business Activity

SCHEDULING CENTER

Job Calendar

See project dates, deadlines, progress and assigned crews in one scheduling view.

Scheduled Jobs0
Starting This Month0
Due This Month0
Past Target Date0

Month Year

Start Scheduled work Target completion Past target
UP

Upcoming Schedule

JOB CENTER

Jobs

Track approved projects from estimate through completion.

Total Jobs0
Active Jobs0
Contract Value$0.00
Completed0
JobEstimateCustomerProjectValueStartStatusActions

PROJECT HUB

JOB-1001

Created from estimate —

Job Value$0.00
InvoiceNot created
Amount Paid$0.00
Balance$0.00

JOB CONTROL CENTER

Project Progress

Track this project from approval through final completion.

0% Complete
Current Status Approved
Start Date Not set
Target Completion Not set
Balance Due $0.00
01

Customer & Project

Customer—
Phone—
Email—
Project—
Type—
Address—
02

Schedule & Status

%
03

Scope of Work

—
TASK

Tasks & Project Checklist

Complete tasks to automatically update project progress.

Total Tasks 0
Completed 0
Remaining 0
Task Progress 0%
Done Task Assigned To Due Date Status Notes

No tasks yet

Add project tasks to create the job checklist.

Project progress is calculated from completed tasks.
04

Contract & Change Orders

Original Contract$0.00
Approved Changes$0.00
Revised Contract$0.00
Contract StatusNot Created
CO

Change Orders

Change OrderDateDescriptionAmountStatusCustomer SignatureActions

No change orders yet.

CR

Customer Change Requests

Requests submitted from the Customer Portal. Review them before pricing or changing the signed scope.

RequestSubmittedRequested ChangeStatusAction

No customer change requests yet.

Approved change orders adjust the revised contract value without changing the original signed estimate or contract amount.

05

Job Expenses & Profit

Revised Contract$0.00
Actual Job Cost$0.00
Actual Gross Profit$0.00
Actual Margin0.0%
Cost vs Budget$0.00
$

Profitability Intelligence

Compare estimated cost, actual cost, contract revenue, gross profit and margin in real time.

Loading estimate…
CategoryEstimatedActualVariance
Materials$0.00$0.00$0.00
Labor$0.00$0.00$0.00
Other Costs$0.00$0.00$0.00
Total Cost$0.00$0.00$0.00
Revenue / Contract$0.00$0.00$0.00
Gross Profit$0.00$0.00$0.00
Gross Margin0.0%0.0%0.0 pts
DateCategoryVendor / PayeeDescriptionAmount

No job expenses recorded yet.

06

Materials & Receipts

Track what you need, what you bought, and what is left.

Estimated$0.00
Purchased$0.00
Remaining0
$0.00
MaterialQtyEstimatedStatusActual

No materials yet. Import them from the estimate or add the first material.

Purchases automatically update Materials expenses and your Costs & Profit totals.

06

Workers, Subcontractors & Labor

Assigned People0
Total Labor Hours0.0
Tracked Labor Cost$0.00
Job Progress0%
NameTypeRole / TradePhone / EmailHoursRateLabor CostNotes

No workers or subcontractors assigned yet.

Worker records are saved on the server and can be reused on other jobs. Hours × rate is included in tracked labor cost.

FIELD

Jobsite / Field Mode

Fast daily updates from a phone or tablet.

Status—
Progress0%
Crew0
Daily Logs0
PHOTO

Jobsite Photos

Keep before, progress, and after photos attached to this job.

No jobsite photos or plans yet.

No daily field logs yet. Add the first update from the jobsite.

08

Job Notes

INVOICE CENTER

Invoices

Track customer invoices, payments, balances, and payment status.

Total Invoices 0
Total Invoiced $0.00
Total Paid $0.00
Outstanding Balance $0.00
Invoice Customer / Project Total Paid Balance Due Status Actions

CUSTOMER INVOICE

INV-1001

Created from estimate —

01

Invoice Information

—
—
02

Customer

—
03

Project

—

04

Invoice Items

Description Qty Unit Material Labor Total
05

Payment History

No payments recorded.

AMOUNT TO COLLECT

Invoice Summary

Invoice Total $0.00
Deposit Required $0.00
Amount Paid $0.00
BALANCE DUE $0.00
06

Notes & Terms

—
Business Intelligence

Business Reports

See the numbers that matter: money billed, money collected, job costs, profit, and customer performance.

Total Invoiced$0.00Invoices in selected period
Payments Collected$0.00Recorded customer payments
Outstanding$0.00Open invoice balance
Tracked Job Costs$0.00Expenses + tracked worker labor
Gross Job Profit$0.00Contract value less tracked costs
Profit Margin0.0%Gross profit ÷ contract value
01

Monthly Financial Trend

InvoicedCollectedTracked Costs
02

Business Snapshot

Jobs0
Completed Jobs0
Customers0
Estimates0
Paid Invoices0
Overdue Invoices0
03

Profit by Job

JobCustomerStatusContract ValueExpensesLaborGross ProfitMargin
04

Top Customers by Billed Revenue

CustomerInvoicesBilledCollectedOutstanding
05

Invoice Status

Gross job profit is a management estimate based on the contract value minus job expenses and tracked worker labor. Avoid recording the same labor in both expense tracking and worker hours/rates.

CREW CENTER

Team & Subcontractors

Keep your crew, assignments, rates, and job history organized in one place.

Team Members0All saved crew
Available Team0Currently active
Employees0Internal crew
Subcontractors0Outside trades
Tracked Hours0Across all jobs
Labor Cost$0.00Tracked job labor
NameTypeTrade / RoleContactRateJobsHoursLabor CostStatusActions

WORKER PROFILE

Worker

Team member details and job history

01

Profile

02

Labor Summary

Assigned Jobs0
Total Hours0
Tracked Labor Cost$0.00
Default Rate$0.00/hr
03

Job History

JobCustomer / ProjectStatusRoleHoursRateLabor Cost

PROJECT FILES

Documents & Receipts

Store receipts, material invoices, permits, contracts, photos, and other job documents.

Total Documents0
Receipts / Invoices0
Linked Jobs0
Document Amounts$0.00
DateDocumentCategoryJobVendorAmountExpense LinkActions

BUSINESS CONFIGURATION

Business Settings

Keep your company profile, customer communication, pricing defaults, and document terms in one place.

01

Company Profile

RL
PNG, JPG, or WebP. Maximum 5 MB.
02

Team Users & Roles

Create individual sign-ins for your office and field team. Only the Owner can manage accounts.

Loading users…

03

Email Connection

Connect the mailbox you want RL Home Fix to use for estimates, invoices, and customer messages. Your Company Profile email is suggested automatically. Google and Microsoft use secure sign-in; other providers can connect with SMTP.

04

Estimate & Invoice Defaults

05

Default Notes & Terms

Use a hosted payment page from your payment provider. Card/bank details stay with the provider, not RL Home Fix.

DATA PROTECTION

Backup & Restore

Create a complete backup of your RL Home Fix business data or restore a backup created by this app.

✓

Protection Status

Checking protection status…

V13.2 creates one automatic local snapshot per day when the server starts and retains the newest 14. You can also create named local snapshots, download copies, and restore from backup history.

01

Create Backup

The ZIP includes estimates, PDFs, invoices, jobs, workers, documents/receipts, company settings, customer accounts, payment-event records, and team-user authentication data.

EstimatesInvoicesJobsWorkersDocumentsSettings

Store the downloaded ZIP somewhere safe, such as an external drive or secure cloud storage.

02

Restore Backup

Important: Restoring replaces the current business-data folders with the contents of the selected backup. The server automatically creates a pre-restore safety backup first.
No backup selected.

Only backups created by this RL Home Fix Backup page are accepted.

03

Backup History

Recent automatic, manual, and pre-restore safety snapshots stored on this computer. Owner access is required to restore them.

Loading backup history…
04

Recommended Backup Routine

Before major updatesCreate a backup before replacing application files.
WeeklyKeep a recent copy while the business is active.
Before cloud migrationCreate a final local backup before moving the app online.