Tell West what needs to happen.

West drafts the quotes, follow-ups, and invoices. You approve them.

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Animated example of West's Home page and right-hand assistant panel using fictional project data.

Home

Good morning, Olivia

Wednesday, September 24 · 4 need attention · 2 visits today

New
Needs attention 4
All 4Clients 2Money 2
West can draft the 2 follow-ups and the reminder.Ask West

Urgent1

Collect $2,450.00 from Elm Creek Property Group Late since Sep 10 ·INV-2026-0005
Send reminder

Due soon2

Follow up with Rachel Greene about the kitchen remodel Due today ·Client follow-up
Call client
Follow up with Tom Baker about the deck installation Due today ·Client follow-up
Call client

When you can1

Send the invoice for Brookside Homes’ extension Work done · due Fri, Sep 26 · Ana Ruiz
Open task
Team today
AR
Ana RuizClocked in at 6:52 AM · Miller kitchen remodel
LO
Luis OrtegaPlanned 9 AM · Parkside deck installation
Today’s crewTasks by person
This weekCalendar
Wed2Thu1Fri3Sat–Sun–Mon2Tue1

Today2

7 AM
Miller kitchen remodelAna Ruiz +1
9 AM
Parkside deck installationLuis Ortega
Money at a glanceView finance
Drafted, not sent$1,240.002 invoices
Cash to collect$18,420.004 sent invoices, not paid yet, 1 late

West

Illustrative preview. Sample data; no changes are saved.
What needs to get done?

Describe the work. West will ask for anything else it needs.

Tell West what needs to happen…
Enter to send · Shift+Enter for a new line
Illustrative workflow

For contractors and service businesses

General contractingElectricalPlumbingPaintingLandscapingRoofingHVACRemodeling

From first call to final payment.

Inquiries

Every call lands in one place.

The client, the work, the follow-up date, and who has it.

An inquiry in PalWest: a leaking skylight, the client’s phone and address, the follow-up date and who is assigned.

Quotes

Say the change. West redoes the quote.

Plain words in, a revised draft out, ready for your review.

The West panel: asked to change the wall rate to $2.75, West revises the kitchen repaint quote draft to $1,600.00 before tax.

Projects

Every project, ready for the crew.

Address, gate code, today’s crew, and the money on one page.

A project record: address, gate code, on-site contact and today’s crew, then the quote, invoices and schedule.

Invoices

Work done. Invoice drafted.

West drafts it from the accepted quote. Nothing goes out until you send it.

An invoice drafted by West from the accepted quote, with its line items and a Send invoice button.

Call West.

Start with one client and one project.

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