billWright features - everything the back office does

01 Overview

Overview

Dashboard

Your whole business at a glance - jobs, money, and time in one screen.

The dashboard surfaces live KPIs across open invoices, pipeline value, billable hours, and year-to-date cash P&L the moment you log in. Quick-action cards let you jump straight to creating a quote, invoice, or expense without hunting through menus. An attention list flags drafts, unsubmitted timesheets, and pending receipts so nothing falls through the cracks.

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02 Estimating

Price your work to win - and to profit

Read the Estimating guide

Pipeline

See every deal from first quote to final payment in one view

The pipeline tracks all your quotes and jobs through every lifecycle stage, from drafted and sent to working, invoiced, and closed. Each deal card shows its current state and outstanding balance so nothing slips through. T&M jobs with no governing quote appear as their own cards alongside quote-based deals.

Learn how #/pipeline

Quotes and Proposals

Track every proposal from sent to signed to paid

Create and manage client quotes with full state tracking: draft, submitted, accepted, declined, invoiced, or paid. T&M jobs that have no governing quote get their own pipeline cards so every revenue source stays visible. Payment status is read from linked invoices and updated automatically.

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Estimator

Run live estimates from saved calculators with a full itemized breakdown

Pick any saved calculator, fill in the job inputs, and get a live itemized cost breakdown showing every formula row and its result. The engine handles all formula evaluation server-side so the numbers are always consistent. Input values persist for the session so you can tweak and re-run without starting over.

Learn how #/estimator

Calculators

Build reusable cost calculators with typed inputs and live formula preview

Define typed input fields and formula rows, preview the computed output live, and see inline validation errors before saving. Clone a built-in template to get started quickly, then tailor inputs and formulas to any scope or trade. Each saved calculator is immediately available in the Estimator.

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Price Book

Searchable flat-rate item catalog, ready to drop into any estimate

Store your standard materials and labor at set prices, organized by trade code. Search by code or name, filter by trade, and add items to an estimate cart in one click. Items can be created, edited, or removed at any time without affecting existing estimates.

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Estimate Calculator

Trade-specific estimating module with a generic line-item fallback

Run detailed estimates using trade-specific inputs such as connection type, weld position, and batch handling, then see a live price. A generic line-item estimator tab handles jobs outside the primary trade. Rate settings and an observation log are included for calibrating and auditing your inputs over time.

Learn how #/pricing

Rate Analyzer

See your real effective rate and margin from actual hours and billings

Compares total billings to actual hours logged to surface your blended effective rate, true cost per hour, and margin per hour. A donut chart breaks cost down by category so you can see exactly where each billable hour goes. A per-job table shows the effective rate earned on every job individually.

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03 Jobs

Run every job from first contact to final invoice.

Read the Jobs guide

Clients

Contact details, default rates, and outstanding balances for every account in one place.

Add and manage client records with name, city, contact, phone, email, address, and a default hourly billing rate. The table shows the number of jobs, year-to-date billed, and any unpaid invoice balance for each account at a glance. Open a client row to edit details or remove the record.

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All Jobs

See every active and completed job with billing type, status, and invoice count at a glanc

Jobs generated from accepted quotes appear automatically; you can also open a T&M or walk-in job directly from this screen without a quote. Flip any job between active and complete with an inline status selector, and see whether each job is Fixed-price or time-and-materials along with how many invoices have been sent. A configurable Shop bucket captures non-billable internal time separately from client work.

Learn how #/jobs

04 Clients

Build lasting client relationships and recurring revenue.

Read the Clients guide

Agreements

Turn recurring service contracts into predictable, scheduled revenue.

Create service agreements for any client with a visit frequency and billing type. billWright projects the full visit and invoice calendar so you always know what work is coming and when you get paid. A live dashboard shows active contract count and total annual recurring value at a glance.

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05 Crew

Your crew's time, schedule, and safety tracked from the field to your desk.

Read the Crew guide

Timesheet

Log hours against jobs and see your billable mix at a glance each week.

Add time entries by job, mark them billable or shop, and watch totals roll up with a daily bar chart and billable-vs-shop donut. Submit the week when you are done or reopen it to make corrections.

Learn how #/time

Verify

Review and approve crew entries before they count toward invoices or payroll.

See every submitted entry for any week with pay rate, billable rate, and labor cost calculated per line. Approve or correct entries before they flow downstream to invoicing or cost reports.

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Employees

Manage crew logins, pay rates, and mobile app access in one roster.

Add employees and issue their numeric mobile login codes. Set pay and billable rates, track active status, and see at a glance how many entries are waiting for your review.

Learn how #/time/employees

Timesheet

Browse the full weekly time log with entries, costs, and billable breakdown.

View logged entries for any week, sorted and filtered by job, employee, or date. Labor cost and billable value sit side by side so you always know the margin before you invoice.

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Rates

Set pay and billable rates per employee, with per-job overrides where needed.

Configure base hourly pay and billable rates for each crew member, then add job-level overrides for work that commands different pricing. Rates are snapshotted at save time so your historical records stay accurate even after changes.

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Schedule

Assign crew to jobs by day, week, or month and catch double-bookings instantly.

Plan visits on a drag-and-drop dispatch board with day, week, and month views. Conflicts are flagged automatically so no one ends up double-booked, and a color-coded job legend keeps the calendar readable at a glance.

Learn how #/schedule

Status Board

See who is on the clock right now, by job, live and auto-refreshing every 30 seconds.

A real-time monitor that compares the published schedule against who actually clocked in, surfacing anyone late, absent, or unexpected. Leave it on a screen and it updates itself; no manual refresh needed.

Learn how #/status

Safety

Run toolbox talks, collect crew acknowledgments, and keep the compliance record.

Pick a topic from the library, run the talk, and crew acknowledges it directly in the punch app. Every held talk, date, job, and acknowledgment count is logged so you have a clean, auditable record.

Learn how #/safety

Library

Search every field post and photo, then publish a client share link in one click.

A filterable stream of everything the crew filed from the field: notes and photos together. Select any items and mint a shareable client link to show your work without granting app access. The daily log view rolls everything up by job and date with crew and hours.

Learn how #/library

Daily Reports

The foreman's end-of-day report per job, with crew, hours, and photos attached.

Foremen file what got done, what got in the way, and what they need next from the field. Reports land here with crew count, verified hours, and a photo strip. Download a PDF or print straight from the detail drawer.

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Incidents

Track injuries, near misses, and property damage from first report to closed.

Workers report incidents from the punch app, including the clock-out injury check. Each report arrives with photos, the linked clock punch, and a notes thread where you set severity and walk the case to closed.

Learn how #/incidents

06 Billing

Get paid faster with smarter billing.

Read the Billing guide

Invoices

Track sent, paid, and overdue invoices - all in one place.

Create invoices from a week's logged time, from a quote, or from scratch. Filter by status (draft, sent, paid, overdue) and by source (timesheet, quote, milestone, change order, or manual). Finalized paid invoices move to History, keeping your active list clean.

Learn how #/invoices

07 Books

Keep clean, tax-ready books without a dedicated bookkeeper.

Read the Books guide

Expenses

Capture, categorize, and code every business expense to your Schedule C.

Upload receipts and assign them to nested expense categories that roll up to the correct Schedule C lines. A review queue holds unprocessed receipts so you can classify them manually before they hit your books.

Learn how #/expenses

Income

Record non-invoiced revenue so your P&L stays complete.

Log cash sales, grants, donations, dues, and other income that has no associated invoice. Organize entries into named streams and filter by stream or year to see exactly where revenue comes from.

Learn how #/income

Vendors

Track every supplier and sub, flag 1099s, and merge duplicates.

Add subcontractors and suppliers and the app matches their name to your expenses automatically. Mark 1099 vendors for year-end reporting and use the Combine tool to merge look-alike records into one clean entry.

Learn how #/vendors

Receipt Trash

Recover accidentally removed receipts before the 30-day window closes.

Deleted receipts are held here for 30 days before being purged automatically. Restore any receipt with one click or permanently delete it ahead of schedule.

Learn how #/expenses/trash

Cards

See all connected business cards alongside your bank transactions.

Cards opens the Bank and Reconcile screen filtered to your linked credit and debit cards. Transactions from each card flow into the same feed for matching and reconciliation.

Learn how #/cards

Bank & Reconcile

Connect your bank, import transactions, and match them to your books.

Link checking accounts and cards via a read-only bank feed. Imported transactions queue for matching against recorded expenses and payments so your books stay in sync with your actual cash.

Learn how #/bank

Owner Loan

Log money you front for the business and track what it owes you back.

Record contributions (owner to business) and reimbursements (business to owner) with a date and memo. A running balance shows the net amount the business owes you at any point in time.

Learn how #/owner-loan

Recurring

Set up subscriptions and fixed overhead so they book themselves.

Define the vendor, amount, category, and cadence for bills that repeat every month. The app auto-creates each expense on schedule, and you can pause any item when it goes on hiatus and reactivate it later.

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Accounting

P&L, Schedule C, and a tax estimate - always current, always yours.

View your profit and loss on a cash or accrual basis for any period - year to date, a specific quarter, or all time. Export a CSV or pull a P&L statement, with a full Schedule C category breakdown and a rough self-employment tax estimate built in.

Learn how #/accounting

08 Insights

Turn your job data into decisions.

Read the Insights guide

Analytics

See where every dollar and hour went, by category and by week.

Analytics shows a year-to-date expense breakdown by category in a donut chart and a week-by-week hours bar chart for the last 8 weeks. A weekly summary table lists hours logged, billable revenue, spend, and net for each week so you can spot trends fast.

Learn how #/analytics

Reports

Profit by job, a cash-flow forecast, and a tax estimate from your live books.

Reports has three tabs: Profit by Job ranks every job by margin percentage with the thinnest-margin work surfacing first; Cash-Flow Forecast projects inflows and outflows weekly or monthly from your year-to-date run-rate and recurring expenses; and Tax Estimate calculates what to set aside based on your actual recorded income. All figures pull directly from your invoices and expenses with no manual entry.

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Material Trends

Know if material prices are rising before you lock in a bid.

Material Trends analyzes your own purchase history to surface a buy-sooner or no-rush lean for each tracked material. Each card shows the latest unit price, a 90-day percent change, a price-history chart built from your logged receipts, and a confidence score based on how many buys are on record. Pin any material to a watchlist to keep the ones that matter most pinned to the top.

Learn how #/materials

09 Settings

Configure the app to match the way you actually work

Read the Settings guide

Records Directory

Every receipt, invoice, quote, and timesheet searchable in one place

Filter your document library by type or search by name. Narrow results by dollar range to pinpoint any record fast. Every file the app has uploaded or generated appears here, sorted by date.

Learn how #/directory

Branding

Your logo, colors, and contact info printed on every quote and invoice

Set your business name, legal name, address, phone, email, accent color, and logo once. A live preview shows exactly how the lockup looks on documents before you save.

Learn how #/settings/branding

Document Style

Pick a document layout and fine-tune every quote and invoice's look

Choose from available style templates and customize the accent color, header treatment, table style, and how paid invoices are marked. A live preview updates as you adjust each option.

Learn how #/settings/doc-style

Snippets

Save reusable text blocks and drop them into quotes and invoices

Store your standard payment terms, assumptions, and boilerplate language as named snippets. Create, edit, or delete them anytime from one list.

Learn how #/settings/snippets

Everything billWright does.

Overview

Dashboard

Price your work to win - and to profit

Pipeline

Quotes and Proposals

Estimator

Calculators

Price Book

Estimate Calculator

Rate Analyzer

Run every job from first contact to final invoice.

Clients

All Jobs

Build lasting client relationships and recurring revenue.

Agreements

Your crew's time, schedule, and safety tracked from the field to your desk.

Timesheet

Verify

Employees

Timesheet

Rates

Schedule

Status Board

Safety

Library

Daily Reports

Incidents

Get paid faster with smarter billing.

Invoices

Keep clean, tax-ready books without a dedicated bookkeeper.

Expenses

Income

Vendors

Receipt Trash

Cards

Bank & Reconcile

Owner Loan

Recurring

Accounting

Turn your job data into decisions.

Analytics

Reports

Material Trends

Configure the app to match the way you actually work

Records Directory

Branding

Document Style

Categories

Snippets