Coming soon — an at-a-glance view of your projects, inbox, calendar, and finance.
CRM Pipeline
Drag cards across the pipeline. Estimates & Projects auto-populate from your active records.
Read-only
drag ⠿ to reorder · hides from PDF
Attachments
No attachments yet — click + Add Photo
Attachments
No attachments yet — click + Add Photo
Estimates
No estimates yet
Click "+ New Estimate" to create your first one.
Scope of Work
Client Notes
Transcribing…
AI Line ItemsReady
Mobile List Items
Dimensions
Room / Area
Width
Length
Height
Unit
Sq Ft
Linear Ft
No rooms yet.
Attachments
Photos, videos, PDFs
No attachments yet.
Attachments
Drag files onto a service item, or upload here
No files yet — upload or drag & drop photos, videos, or PDFs.
AI Line Items
From Services
Materials added in the Services tab
Clipboard
Paste a product URL to import
Fetching…
Review
Switch to this tab to review your estimate before converting to a project.
Products
Reusable products you can drop into any estimate.
No products yet
Click "+ Create New Product" to add your first one.
Groups of products bundled into a single reusable set.
No sets yet
Click "+ Create New Set" to add your first one.
New Set
Each product gets a quantity that's added to this set automatically.
No products in this set yet. Click "+ Add Product" to attach one.
New Product
Material details
Cost alone is OK. Add Part#, Store, or URL and all four become required.
$
No options yet. Click "+ Add Option" to add one.
$
Overrides the per-SQFT price if the calculated total for the item falls below this amount.
Tool Box
Quick access to all tools and utilities.
Accounting
Delta - Invoices
Manage Delta invoices
Statement Reconcile
Reconcile account statements
Shipping
Inventory Sheets
View & manage inventory
NR Shipping File
NR shipping documents
️Handy Tools
⌨️
Keyboard
Text shortcuts & snippets
️
File Cabinet
Images, files, docs & bookmarks
️
Fill & Sign
Fill & sign PDF documents
PDF Editor
Whiteout, annotate, vector export
PDF Merge
Combine PDFs, reorder pages, export
Repeat Form
Upload a PDF form once, fill it in any time
Photos → PDF
Add photos, reorder, convert to a single PDF
Work tools
Estimate to Lender
Parse an estimate PDF into a lender-ready summary
Kitchen Designer
Drag USA Cabinet Express cabinets onto a canvas
Estimate to Lender
Repeat Form
Split material
Delta Invoices
New Invoice
Description
Qty
Unit price
Total:$0.00
AAFES Labels
Inventory Sheets
NR Shipping
Research
Research
Formulator
Project
Project · v
Stability — Project · v
COGS — Project · v
COGS Settings — Ingredients & Packaging Catalog
Sections
Quick Access
Notes
Bookmarks
Files
Images
History
Shopping
Colors
Pages
A1fx
️ Voice Assistant
Press & hold to record · auto-transcribed · saved with timestamp
️
Voice Assistant
Press & hold to record · auto-transcribed
Press & hold the button to record
0:00
️
No notes yet. Press & hold the button to start recording.
Inbox
Items shared to your inbox
0 selected
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Lists
Drag cards between lists
Projects
Track projects, milestones & tasks
Cashflow
Money in vs. money out over time
Cashflow — coming soon
This page will show the balance between money in and money out over time. We'll design it together — nothing is wired up here yet.
Expenses
Recurring & scheduled expenses by frequency
Planning
War room — collect everything, decide what matters this month/week/day.
Scheduling
Recurring events by frequency · push to calendar in your chosen color
Show / Hide Calendars
To Do Today
▲
Financial
▲
General To Do
▲
New Expense
Amount ($)
Account
Map Settings
Show on map
Loading groups…
Points of Interest
Name
Address
City
ZIP
No locations yet
Click "Add" or import a CSV file
Add Location
View Control
MPA Calendar
External calendars
Add calendar
Hidden events
No hidden events.
Closures & non-work days
Weekly non-work days
No closures yet.
New Event
Date *
Start time
End time
Location
Share with
️ File Cabinet
Your personal library of images, files, documents & bookmarks
+ New Bookmark
Group (optional)
Manage Tags
Current tags:
️ Fill & Sign
100%
Tools:
Saving…
PDF Editor
100%
Tools:Click anywhere on the PDF to add text Paste an image with Ctrl/Cmd+V
Working…
PDF Merge
Drag a page to reorder. Click the × on a card to remove that page. Add more PDFs at any time.
Working…
️ Draw Signature
Draw above · double-click to clear
No saved signatures yet
Photos → PDF
Drag any photo to reorder. Each photo becomes one PDF page sized to the photo's aspect ratio. Compress re-encodes photos to JPEG at reduced quality to shrink the final file.
No photos added
Click Add photos up top to pick one or more images from your device. They'll show up as draggable thumbnails here.
Kitchen Designer
$0.00
100%
Add walls or an island on the Floorplan — each will get its own tab for placing cabinets.
Add to floorplan
Walls & Islands
Nothing yet — add a wall or island above.
Loading catalog…
⌨️ Keyboard Shortcuts
Text snippets you can copy with one click — use them in the extension
+ New Shortcut
Category
Shortcut Name
Text to Copy
My Books
My Library
Your personal reading collection
Loading your library…
Add New Book
Paste text, upload PDF, or upload a scanned document
Click to add cover
Paste your text below. Rich formatting, tables and special characters are supported.
0 characters
Upload PDF
The system will extract all text from your PDF automatically.
Upload Scanned Document
Upload images of scanned pages. OCR will convert them to readable text.
No notes yet. Select text then click Add Note.
No bookmarks yet. Click to bookmark a page.
Selected:
Page 1 of 1
AI Summary
Generating summary…
New Research
New Section
Tools
Zoom
Actions
Color
Size
Font
Magnify
Layersclick to select
No annotations yet
New Project
Click to upload PDF contract
PDF — details will be auto-extracted
Add Item
Confirm
Upload Change Order
Click to upload PDF
PDF — services & materials will be auto-extracted
Settings
Recycle Bin
Items deleted from anywhere in the app. Restore them or empty the bin to delete them for good.
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Anthropic API Key
Saved permanently in your browser. Never shared. Get your key at console.anthropic.com API Keys.