Start here
- Stay focused on the work N78-Ops is your on-phone business desk for trades and solo service work. It handles tracking, ordering, and paperwork so you can stay on the tools, the road,…
- Workflow helpers N78-Ops includes built-in support so quotes and jobs move forward instead of stalling. Read Stay focused on the work first for the full picture of what the a…
- Quick start N78-Ops is the public product name (Google Play, website, and this Help). You may still see n78ops in a few technical spots (package ID, folder names)—same app.
- Settings quick reference N78-Ops on Google Play targets Android 10+ phones and tablets. On-device storage paths use the lowercase n78ops folder name—same app.
- Today: next steps per quote The Today hub is where open quote work is easiest to scan: drafts to finish, quotes waiting on the customer, approved jobs that still need a calendar date, a…
- Quote priority strategy N78-Ops uses one declared priority strategy on every open-quote list: each quote gets a score, lists sort highest first, and status always beats urgency—so a…
- Copy me on customer texts and emails Settings → Profile (Business profile) includes Copy me on customer texts and emails. It is off by default — turn it on when you want Cc/Bcc on customer mail…
Basics
- Keyboard & navigation • Close keyboard: Double-tap in any blank area, press the Back button, or tap Done/Next on the keyboard. • Return home: Tap the home icon (when shown). You r…
- Icon guide (toolbar & common actions) Below the legend, each icon matches the same shapes you see in the app’s toolbars. Your phone may also read these aloud when spoken feedback is on.
- Accident protection (confirm first) To prevent accidental changes, destructive actions use a normal tap that opens a warning dialog first. Nothing is removed until you tap Delete (or the red co…
- Quick Actions Tap the Phone or Email icons directly from the Clients list to quickly contact a customer without opening their full profile.
- Finding your way around the app Dashboard layout: After the N78-Ops header, Home groups tools by your plan — Work is always present; Finance & insights and some System tiles (for example Ac…
- Setup walkthrough (step by step) For the short version, read Quick start at the top of this list first.
Billing
- Quote status & colors Quotes change color based on their progress:
- Quote drafting & locking Quotes stay in Draft (gray) while you edit line items. Tap the lock icon when the estimate is ready to share—the status becomes Locked (blue) until you actua…
- Job status & ledger guardrails N78-Ops is a front-end field tool, not an accounting system — your accounting software is the single source of truth for your books. N78-Ops keeps your job s…
- Fix a mistake on a sent invoice Found a wrong amount, line item, discount, tax / taxable status, or payment terms on an invoice you already sent? Once an invoice is sent, N78-Ops locks its…
- Returned checks, NSF & bounced payments When a check bounces, an ACH/bank transfer is reversed, or a card payment is charged back, the money you already recorded as received never actually cleared.…
- Collecting payment N78-Ops does not run customer card payments inside the app. When money has cleared outside the app, mark the quote Paid so your pipeline and reports stay acc…
- Payment milestones & due dates Premium Premium: In the quote editor, scroll to Payment milestones to split a quote into deposit, progress, and final payments (or your own labels and amounts).
Schedule
Data
- Data files & backups Where to open Data & backups: On Basic, Settings → Data & backups (hub tile), then use the Backup section at the top, the dashboard Backup control card, or O…
- Data portability (CSV Export) In Clients, tap Export spreadsheet… (top of the list) for a normal spreadsheet export—ClientRegistry.csv (one row per client—identity, company, address, phon…
- Manual Backups & JSON Snapshots Create a full snapshot: on Basic, open Settings → Data & backups and use the Backup section at the top, the dashboard Backup control card, or All files, CSV…
- Backup folder (Premium) Premium Premium only: optional scheduled backup to a folder you choose (Documents/N78-Ops, Google Drive, Dropbox, or USB).
Security
Reference
- Reports: accounts receivable Professional Open Reports from the dashboard, then choose Accounts receivable. Tap the help icon in the top bar for the short explanation of what is included. The list sh…
- Common business terms • Revenue: Total value of all approved quotes. • Tax reserve: A 30% estimate of what you should set aside for federal taxes. • Net profit: What remains after…
- Tax reserve & financial planning Premium The tax reserve line (30%) appears in Business status on Premium and is a conservative estimate to help you set aside funds for taxes. It is based on your ne…
Support
- Troubleshooting: Quote sending Email opens but delivery looks wrong — see Troubleshooting: Email quote delivery (view link vs PDF).
- Troubleshooting: Email quote delivery What you see (default): Tapping Email quote opens your mail app with a PDF attachment. Hosted quote and invoice links in email is off by default under Settin…
- Troubleshooting: Data & Sync • Vault / secure storage: Use Unlock with biometrics or your verification flow. Restore from a backup file may ask for your master password. • Missing files:…
- Reporting bugs or getting help If you encounter a problem, open Settings → Help & feedback on the main grid. Choose Help, Bug report, or Feature request so we get the right form. The email…