RL HOME FIX LLC • BUSINESS MANAGER

RL Home Fix Business Manager

Estimates, customers, jobs, invoices, expenses and business performance — all in one place.

01

Estimate Information

02

Business Information

03

Customer Information

04

Project Details

05

Estimate Items

Description Qty Unit Material Labor Total
$0.00
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

ESTIMATE LIBRARY

Saved Estimates

View estimates, generate PDFs, or convert approved work into invoices.

Total Estimates 0
Total Estimated Value $0.00
Estimate Date Customer Project Total Approval Actions

CUSTOMER CENTER

Customers

Customer records are built automatically from your saved estimates and invoices.

Total Customers 0
Total Billed $0.00
Payments Received $0.00
Outstanding $0.00
Customer Contact Projects Estimates Invoices Total Billed Paid Outstanding Actions

CUSTOMER PROFILE

Customer

Customer history and account summary

Estimates 0
Total Billed $0.00
Payments Received $0.00
Outstanding $0.00
01

Contact Information

Name—
Phone—
Email—
02

Project Addresses

ESTIMATE HISTORY

Estimates

Estimate Date Project Total Action

INVOICE HISTORY

Invoices & Payments

Invoice Date Status Total Paid Balance Action

BUSINESS OVERVIEW

RL Home Fix Dashboard

Live financial and operations summary from your estimates, invoices, jobs, expenses and labor tracking.

Contract Value$0.00All jobs
Payments Collected$0.00Invoice payments
Outstanding Invoices$0.000 open invoices
Tracked Job Costs$0.00Expenses + worker labor
Gross Job Profit$0.00Contract value less tracked costs
Profit Margin0.0%Based on tracked job costs
Active Jobs00 completed
Customers00 estimates
01

Financial Overview

Total Invoiced$0.00
Job Expenses$0.00
Tracked Labor Cost$0.00
Cash Collected Less Tracked Costs$0.00

Labor recorded both as a job expense and as worker hours/rate will be counted in both tracked cost totals.

02

Job Status

03

Upcoming Jobs & Targets

JobCustomerDateStatus

No upcoming job dates set.

04

Invoice Alerts

InvoiceCustomerDueBalance

No overdue or unpaid invoice alerts.

05

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

JOB DETAILS

JOB-1001

Created from estimate —

Job Value$0.00
InvoiceNot created
Amount Paid$0.00
Balance$0.00
01

Customer & Project

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

Schedule & Status

%
03

Scope of Work

—
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.

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

05

Job Expenses & Profit

Contract Value$0.00
Total Expenses$0.00
Job Profit$0.00
Profit Margin0.0%
DateCategoryVendor / PayeeDescriptionAmount

No job expenses recorded yet.

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.

07

Customer Communication

Live Gmail sending & tracking

Sends directly through the Gmail account configured in Company Settings. Estimate and invoice emails automatically attach their current PDF when available. Successful sends are recorded automatically.

Communication History

Date / TimeTypeToSubjectStatus

No customer communications recorded yet.

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 Estimate Date Customer Project Total Paid Balance 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.

Invoice Summary

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

Notes & Terms

—
Business Intelligence

Reports & Analytics

Track revenue, collections, costs, profitability, customers, and job performance from your existing RL Home Fix records.

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.

TEAM MANAGEMENT

Workers & Subcontractors

Manage your crew, rates, contact details, assignments, and labor history.

Total Workers0
Active0
Employees0
Subcontractors0
Tracked Hours0
Tracked Labor$0.00
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

Company Settings

Manage RL Home Fix company information and defaults used on new estimates and invoices.

01

Company Profile

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

Gmail Sending

Use a Google App Password, not your normal Gmail password. Your App Password is stored only in this computer's protected RL Home Fix application-data area and is not included in business backups.

Not configured
03

Estimate & Invoice Defaults

04

Default Notes & Terms

DATA PROTECTION

Backup & Restore

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

01

Create Backup

The ZIP includes estimates, estimate PDFs, invoices, invoice PDFs, jobs, workers, documents/receipts, and company settings.

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

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.