Extras priced, signed and billed.

Yes, as a viewer. The Client setup gives them the reports, photos, calendar and drawings on the jobs you hand them, and nothing else: no crew list, no costs, no contacts, no drafts. Switch Meetings on for them and they see the minutes you have issued, never the ones you are still writing. Most clients never need it, since quotes, change orders, invoices and reports all reach them as a link with no login.

Yes, and it’s the normal case on Crew and Pro. Everyone you invite works in the same jobs at once: the foreman logs the day, the office adds the receipts, you price and sign the change order, and it ends up as one record rather than three people’s versions of it.

Each person still only sees the jobs you hand them and only the areas you switch on. Solo is deliberately a single login, so the day somebody else needs one is the day you move to Crew.

No. Start with the job you’re on this week, log tomorrow into it, and let the record build forward. A week in you’ll have something you’d be happy to put in front of a client.

If your job list already lives in a spreadsheet or another system, an owner or admin can bring the jobs and their contacts in from Settings in a few minutes, on any plan. It brings the list, not the history: last year’s reports and photos can stay where they are.

Minutes, not a project. Sign up, create your first job (a name and an address), and you can record that day’s report from the truck on the way home. Nothing has to be configured before that works.

The things you set once, when you need them: your logo for branded documents, your overtime thresholds and wage rates before you run timesheets, your tax and payment terms before you invoice, and the country and state or province the Assistant should answer code questions for. Inviting your crew is one email each. There’s no implementation project, nothing you have to move over first and no onboarding call you have to sit through, though you can book a demo if you’d rather be shown than read.