Track balance across GCash, BPI, Maya, GoTyme, Cash, etc. Total Capital automatically reconciles.
Manual Capital / Cash Inflow log
Date
Source
Bank
Amount
Manual Expenses & Cost Entries
Date
Category
Description
Amount
Other Costs (non-operational, one-time, misc)
Date
Category
Description
Amount
Other Profits (interest, side income, refunds, etc.)
Date
Source
Description
Amount
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming Events
Date
Time
Type
Title
Assignee
Notes
Team Kanban
Kanban tasks with dates auto-appear on the Month calendar and Upcoming events. Multi-assign supported. Recurring tasks auto-spawn a new card when completed.
Accomplished History
Every completed task lands here. Use "Restore" to bring a task back, or delete to purge from history.
Completed
Task
Column
Assignees
Priority
Recurring
Calculator
Pure operations cost. Client + pricing decisions move to Cost Pricing after saving here.
OPERATIONS COST
Project lines
1
Client & Working Notes
💡 Tax, shipping, rush fee, discount, downpayment, payment method & QR are now handled in the Cost Pricing tab.
Breakdown
Item
Qty
Rate
Amount
Subtotal (Cost)—
Markup—
Operations Total—
Gross Profit (est.)
Margin (est.)
Actions
Once queued, someone with pricing authority reviews it under Cost Pricing and produces the client-facing invoice.
Cost Pricing
Pick a costing from the queue → decide client-facing pricing → generate the invoice PDF.
Client & Invoice
Final = Ops total + Additional. Cannot go below ops total.
Client invoice shows only the final total — no breakdown, no mention of bypass.
Order Add-ons
Payment
Deadlines
Line Items (what shows on the invoice)
By default, one row per project (name + price). Turn on Detailed breakdown to expand each line into its cost components — hide any row and edit description or amount inline.
👁
Item / Description
Amount
Line Items Subtotal—
Delivery—
Rush—
Discount—
Tax—
CLIENT TOTAL—
Downpayment—
Balance—
Actions
Commit locks pricing, creates an Order + Project (Awaiting Full Payment if DP), and clears the costing from the queue.
🧮
Nothing selected. Save a costing in the Calculator tab first, then pick it from the dropdown above (or use the "→ Cost Pricing" button in the Costing Queue).
Costing Requests
Requests pending decision — send to Leads or convert to Project/Order.
Date
Client
Title
Total
Margin
Status
Rates
Multi-color surcharge (% added to line subtotal)
Applied to a project line when it uses more than 1 filament colour.
Materials Catalog
Managed in Inventory → Materials. Cost/g is pulled from your inventory records.
Material
₱/g
Stock (g)
Print Job Types
💡 Invoice content (TIN, address, delivered-to default, T&C, signature labels) moved to the new Invoice Settings tab above.
Printer Catalog
Cost per minute is derived from (purchase + upgrades + maintenance) ÷ lifetime hours plus power draw × ₱/kWh.
Printer
Cost
Upgrades
Maint.
Lifetime (hrs)
Wattage
₱/kWh
Cost / min
Invoice Header
Signatures
Payment Details (invoice body)
Terms & Conditions
Footer
Live PDF Preview
Uses sample data (client "Juan Cruz", 1 line "Sample Print", ₱1500). Edit any field on the left and click ↻ Refresh Preview.
Total Leads
0
Warm
0
Cold
0
Converted
0
Leads
Added
Name
Contact
Source
Est. Value
Status
Last Touch
Notes
Orders (period)
0
Revenue
—
Avg Ticket
—
Unpaid Balance
—
Order Tracking
Order Tracking holds finalised orders — Delivered, Cancelled, Returned, Refunded. Active in-progress work lives in Project Tracking.
Date
Order #
Client
Item
Qty
Total
Paid
Status
Queued
0
Printing
0
Awaiting Balance
0
Ready
0
Delivered
0
Project Queue & Timeline
Project
Client
Printer
Started
Deadline
Paid
Progress
Status
Machines / Printers
Statuses auto-update based on active projects. You can override manually anytime.
Materials, Assets & Consumables
Item
Type
Qty
Unit
Unit Cost
Value
Min
Printed Items (ready stock)
Item
Qty
Unit Cost
Sell Price
Notes
Low-stock / Restock
Item
Qty
Min
Team
Name
Role
Type
Base Rate
Comm %
Status
Pay Runs
Period
Employee
Base
Commission
Incentive
Deduction
Net
Status
Commission / Incentive Schemes
Name
Type
Value
Applies To
Notes
Due Next 7d
—
Overdue
—
Paid MTD
—
Recurring / mo
—
Bills
Due
Bill
Category
Account
Amount
Recurring
Countdown
Status
Bill Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Utilities Trend (12mo)
Spend by Category
Insights
Gmail Integration
Not connected.
To activate live Gmail fetching:
Create a Google Cloud project & OAuth Client ID for a Web App
Add your local origin as an authorized JavaScript origin
Paste the Client ID in Settings → Gmail and reload
Inbox
Fetches last 25 messages. Manual/mock entries also allowed.
Date
From
Subject
Snippet
Pending Owner Reimb.
—
You paid, business owes you
Pending Employee Reimb.
—
Business owes staff
Client-refund received
—
Refunds you received
Settled this month
—
Reimbursements
Owner & employee reimbursements = money the business owes; settling them deducts from a bank. Client refunds you received = money in (adds to a bank).
Date
Type
To / From
Description
Amount
Category
Status
Bank
Paid MTD
—
Official receipts paid this month
Pending
—
0 open
Vendors (12mo)
—
Total Paid (all-time)
—
Official Receipts
Track external services paid — paint jobs, design services, packaging vendors, etc. Paid entries reduce the linked bank balance immediately, appear as Operational cost on the Financial Dashboard, and stream into the Transactions ledger.
Date
OR #
Vendor
Service
Category
Amount
Bank
Status
Payables (you owe)
—
0 open
Receivables (auto)
—
Unpaid order balances
Receivables (manual)
—
0 open
Net Debt Position
—
Receivable − Payable
Money you owe — loans, supplier credit, unpaid invoices
Name
Creditor
Category
Amount
Due
Status
Money owed to you
Partial / unpaid orders are automatically listed below. Add manual receivables for anything outside the order pipeline (e.g. a friend, a supplier's IOU).
Auto — from unpaid orders
Order #
Client
Total
Paid
Balance
Status
Manual receivables
Name
Debtor
Amount
Due
Status
Total Income
—
Total Expenses
—
Debt payments
—
Reimbursements settled
—
Transactions Ledger
Excel-style unified view of every peso in and out. Auto-pulled from Orders, Expenses, Bills, Payroll, Reimbursements, Debt, Other Costs/Profits. Add one-offs via "+ Manual Entry".
Date
Kind
Category
Description
Source
Account
Amount
Balance*
* Running balance = cumulative signed sum in the current view. Not a bank balance.
Business Info
💡 Invoice-related fields (Address, Contact, Bank/GCash, T&C, Signatures, Footer) have moved to Cost Calculator → Invoice Settings, which now includes a live PDF preview.
Annual Target
Set your annual revenue target. Weekly, monthly, and quarterly targets auto-derive from this (÷52, ÷12, ÷4).