Kablanet · welcome aboard

Your whole business, on one screen.

Every job you're running, every invoice you've sent, what your customers still owe you, what you owe your own subs and suppliers, and what each job actually leaves you at the end. To save you a cold start, we've pre-loaded some of your past work — so the first time you sign in you're looking at real jobs, not an empty screen.

Your projects Your invoices Money in and out Your subs & suppliers
Sign in to Kablanet Take the 5-minute tour
2:38

The two-minute version. Every chapter below goes deeper on one screen at a time.

Step one

Signing in the first time

Your account already exists — you don't need to sign up or create a company. It takes about a minute.

  1. 1

    Go to kablanet.com

    It works in any browser, on a laptop or on your phone. There's nothing to install.

  2. 2

    Sign in with your email address

    Use the same email this invitation was sent to, and the temporary password from that email. If it doesn't work, click Forgot password and we'll email you a reset link.

  3. 3

    Change your password right away

    Open Settings in the left menu, stay on the User Settings tab, and use Change Password on the right. While you're there, check that your name and contact details are right — they appear on the documents you send.

Please don't skip step 3. The temporary password is only meant to get you in the door. Your account holds real money figures, so give it a password only you know.
Open the sign-in page

How it's set up

It's your business in here

The most useful thing to understand on day one: this isn't a portal for one customer's jobs. It's your own set of books, and it works the same for every customer, every crew and every supplier you deal with.

Money in

Your customers

Builders, developers, homeowners — whoever you invoice. You bill them, and Kablanet tracks what's still outstanding.

you bill

Your company

You

Your projects and your crews in the middle. You're the admin here — everything in the account is yours to set up your way.

you pay

Money out

Subs & suppliers

The contractors you hand work to and the merchants you buy from. What you owe them sits against the same job.

Both sides of that picture live on the same project, which is the whole point: once a job has your billing on one side and your labour, subs and materials on the other, Kablanet can tell you what the job actually left you — not just what it was worth.

To give you a running start, we copied across some of your recent work with Lux Builders — the projects, the amounts invoiced and the payments received. Treat it as an example to learn on, not the limit. Add your own customers and jobs whenever you're ready, and run the rest of your business through here the same way.

You'll also find a Demo Customer and a Demo Project in the list. That's a practice job we left you on purpose — raise a test invoice against it, break it, delete it. It's not real work and it doesn't affect your real totals.

Spot something in the pre-loaded jobs that doesn't match your records — a wrong amount, a missing job, a payment you never received? Don't work around it. Tell us and we'll fix it at the source.

3 screens

Setting up

Ten minutes, once, before you invoice anyone.

Your company details

/settingsOpen →

The details that print on everything you send.

Start in Settings. Your company details — name, address, phone, license number and your logo — print on every document you send, so it is worth ten minutes getting them right before you invoice anyone. Upload your logo here and it appears on your invoices and estimates automatically. While you are in Settings you can also invite your office manager or your bookkeeper, and choose what each of them is allowed to see. Everything here can be changed later.

0:43

Your signature

/settings?tab=userOpen →

Draw it once, use it on every document.

On the User Settings tab you save your signature. Draw it with your finger or a mouse, or upload a picture of it, and Kablanet keeps it for you. From then on, signing a document takes one click instead of printing, signing and scanning. You can set an email signature here too, which gets added to the messages the app sends on your behalf. This is also the tab where you change your password, so do both while you are here.

0:35

Setting up your price list

/price-listOpen →

An hour here saves a day a year.

The price list is your standard scopes and rates. Add a scope — the description you would write on an invoice — and the price you normally charge. Do the ones you quote every week first; you do not need a complete catalogue to start. Group the items that always go together into a set, and you can pull the whole package into an invoice in one click. You can also import an existing list from a spreadsheet rather than typing it all in.

0:38

7 steps · worked example

One invoice, start to finish

The tour above covers each screen on its own. This is the same app doing one whole job — billing a customer, getting it signed, getting paid, and paying the people who did the work. Follow the right-hand column and you'll see why nothing in Kablanet has to be entered twice.

01

Raise the invoice

On the project, not in a vacuum.

Open the project and click New Invoice. Give it a title, then add what you are charging for — pull the wording and the prices straight from your price list instead of typing them out. The lines you add are the invoice's payment schedule, and their total is what the invoice is worth. Save it without a signature and it counts immediately. Here we are going to tick Require Signature, and that changes things.

What moves

ProjectInvoice appears on the project with its payment schedule underneath.
InvoicesNew row, with its number, the project, the amount and its status.
Accounts ReceivableNothing yet — see the next step.
DashboardNo change yet either.
0:43
02

Send it for signature

The signing editor, and who has to sign.

Ticking Require Signature opens the signing editor as soon as you save. Add the customer as a signee with their name and email, then drop a signature field where they need to sign — you place it on the document itself, so it lands in the right spot on the page. Click Send for Signature and Kablanet emails them a private link. You do not have to print anything, and they do not need an account.

What moves

InvoicesSignature status changes to awaiting the customer.
EmailsThe invitation is logged, so you can prove it went out and when.
Accounts ReceivableStill nothing. Until it is signed, the invoice is held out of your totals.
0:40
03

The customer signs

What they see, on whatever device they have.

Your customer clicks the link in the email and the document opens in their browser — no login, no app to install. They read it, sign in the box you placed, and submit. It works on a phone, which is usually where it actually happens. The moment they sign, their signature is written into the document and you get it back. You will see the status change without having to chase anyone for confirmation.

What moves

InvoicesSignature status moves to awaiting your counter-signature.
ProjectThe document now carries the customer's signature and date.
Accounts ReceivableStill held out — one signature is not enough.
0:33
04

You counter-sign — and it starts counting

The moment the money becomes real.

You sign it back, using the signature you saved in settings, and Kablanet flattens both signatures into a final PDF stored against the project. Now watch your numbers. Until this moment the invoice showed a badge reading excluded from financial totals — it was not in your project value and not in what you were owed. Signing is what makes it count. If you require signatures and do not chase them, your own figures understate what you have got.

What moves

InvoicesFully signed. The executed PDF is attached and the exclusion badge disappears.
ProjectProject value goes up by the invoice amount.
Accounts ReceivableThe unpaid amount now lands in the aging list.
DashboardTotal Projects Value and Outstanding Balance both rise.
0:42
05

The money arrives

One entry, four screens updated.

When the payment lands, record it — either from the payment schedule inside the project or from the Payments screen. Enter the amount, the date, the method and a check number if you have one, and move it to received. That single entry is the only place you type it. Every other number in the app is calculated from it, which is why the dashboard, the aging list and the project all agree with each other without you reconciling anything.

What moves

PaymentsThe payment row moves from scheduled to received.
Accounts ReceivableThe amount drops out of the aging buckets.
DashboardReceived Amount rises, Outstanding Balance falls by the same amount.
ProjectThe schedule row is settled and the project balance updates.
0:44
06

Give part of the work to a sub

Now the other side of the job starts filling in.

Say you are not doing all of this yourself. On the same project, add a job for your subcontractor — who is doing it, what the scope is, and what you agreed to pay them. You can type it in, or import their bid or invoice and let Kablanet read the details off the document. From that moment it is a commitment, so it shows up as money you owe rather than money you have spent.

What moves

ProjectThe job appears in the cost section under the same project.
JobsNew row against that contractor.
ContractorsThat subcontractor's balance and job count go up.
Accounts PayableThe amount you owe them appears, with its due date.
0:33
07

Materials, and what the job left you

Both sides on one page, which was the point.

Log your material invoices against the same project and your crew's hours through time tracking. Now the project has everything — what you billed on one side, and your subs, materials and labor on the other. The difference is what the job actually left you, and you did not calculate it, assemble a spreadsheet, or wait for month end. It was true the moment you entered the last piece, and it stays true as the job carries on.

What moves

ProjectCost breakdown complete — billed against jobs, materials and labor.
Accounts PayableSupplier invoices sit alongside the jobs, with their due dates.
SuppliersThat supplier's outstanding balance updates.
DashboardTotal Jobs and Materials, and the outstanding tiles beside them, fill in.
0:54

3 screens

Every day

The screens you'll live in.

The screens · 01

Dashboard

/dashboard Open→

Where you land when you sign in. The tiles across the top answer the only question that matters on a Monday morning: how much is out there, and how much has landed?

Dashboard Sample figures

Total Projects Value

$486,200

Received Amount

$341,750

Outstanding Balance

$144,450

Scheduled Balance

$96,000

Billed to date70%

Below the tiles you'll find your open projects and your task list. There's a second row of tiles for the money going out — jobs and materials — which fills in once you start recording your own costs.

Dashboard

/dashboardOpen →

Your money at a glance, the moment you sign in.

This is your dashboard — the first screen you see when you sign in. The tiles along the top are your money at a glance. Total Projects Value is everything you have on the books. Received Amount is what has actually landed. Outstanding Balance is what is still owed to you, and Scheduled Balance is what is lined up but not due yet. Below the tiles are your open projects and your task list. Click any project to open it and see the whole job in one page.

0:43

The screens · 02

Projects

/projects Open→

One row per job. Open one and you get the whole story in a single page: what you agreed, what you've billed, what's been paid, plus your own costs, photos and documents for that job.

Projects Sample figures
ProjectCustomerValueBilled
Hillcrest ResidenceLux Builders $182,000$146,000
Maple Court Units 3–6Northline Development $214,500$128,700
Bayview Tenant Fit-OutM. Alvarez $89,700$67,050

Your active projects are also listed straight down the left menu, so you can jump to a job from anywhere without going back to the list.

Projects

/projectsOpen →

One row per job, and the front door to everything else.

Projects is one row per job you are running. You will see the customer, what the job is worth, and how much of it you have billed so far. Your active projects also sit down the left menu, so you can jump straight to one from anywhere in the app without coming back here. Use the search and filters at the top when the list gets long. Almost everything else in Kablanet hangs off a project, so this is usually where you start.

0:38

Inside a project

/projectsOpen →

The whole job on one page — billing on one side, costs on the other.

Open a project and you get the whole job in one page. At the top, what it is worth and what has been paid. Then your invoices and the payment schedule behind them. Below that is the money going out — the jobs you have given your own subcontractors, your material invoices, and your crew's hours. Further down are photos and documents for the job. This is the one screen that answers what did this job actually leave me, rather than just what was it worth.

0:47

3 screens

Getting paid

Billing, chasing, and recording the money that arrives.

The screens · 03

Invoices

/invoices Open→

Every invoice you've issued — every project, every customer — in one list. Your account is set up in invoice mode: no contracts and no change orders, just invoices. If you do want a customer to sign one, tick Require Signature when you create it — but it's off unless you ask for it. Filter by project or status, and hit New Invoice to raise the next one.

Invoices Sample figures
Invoices
+ New Invoice
#ProjectTitleTotalStatus
1042Hillcrest ResidenceProgress billing — March$38,400Received
1043Maple Court Units 3–6Rough-in complete$52,300Scheduled
1044Bayview Tenant Fit-OutFinal billing$22,650Draft

An invoice sits inside a project, and its lines feed everything else — the project's value, the dashboard tiles, and what shows up as owed to you. Bill it once here and you don't have to update anything anywhere else.

Invoices

/invoicesOpen →

Everything you've billed, and where you raise the next one.

This is Invoices — every invoice you have raised, across every project and every customer, in one list. Use the filters along the top to narrow it down by project or by status, so you can see just what is still unpaid. Each row shows the number, the project, the amount, and where it has got to. To bill something new, click New Invoice, pick the project, and add the lines you are charging for. Once it is saved it feeds straight into your dashboard and your receivables.

0:37

Accounts Receivable

/accounts-receivableOpen →

The chase list, oldest debts first.

Accounts Receivable is your chase list. Everything you have billed and not been paid for, whoever the customer is, grouped by how long it has been sitting — zero to thirty days, thirty-one to sixty, sixty-one to ninety, and older. Anything past sixty days is worth a phone call. You can request a payment straight from a row, open the documents behind it, or jump to the project it came from. When money arrives, mark it received here and every other screen catches up.

0:48

Payments

/paymentsOpen →

Every payment in and out, in one ledger.

Payments is the ledger of money actually moving — what has come in from your customers and what has gone out to your subs and suppliers. Each row carries the project, the amount, the date, the method, and a check number if you have one. A payment moves from scheduled to received as it lands. You can record one here, or from the payment schedule inside the project. Either way it updates your dashboard and your aging at the same time, so nothing is entered twice.

0:41

3 screens

Who you work with

Customers on one side, your subs and suppliers on the other.

Customers

/customersOpen →

Everyone you bill, and what they owe.

Customers is everyone you bill — builders, developers, homeowners, whoever writes the check. Open one and you see their projects, everything you have invoiced them, and what is still outstanding, so you can answer where do I stand with this customer in a couple of seconds. Add a new customer with the Add Customer button, and their contact details flow onto the documents you send them. If most of your work comes through one or two builders, this list will stay short, and that is fine.

0:38

Contractors

/contractorsOpen →

Your own subs, and what you owe each of them.

Contractors is your own subcontractors — the people you hand work to. Each one shows their trades, how many projects and jobs they are on, and the money: total, scheduled, paid and balance. Click a name and a panel slides in with their full history, so you can see everything you have ever given them without hunting through projects. Keeping their license and contact details here also means the paperwork you generate for them comes out right the first time.

0:33

Suppliers

/suppliersOpen →

The merchants you buy from, and the invoices they send you.

Suppliers is where the merchants you buy materials from live. Same shape as Contractors — open one and a panel slides in with their invoices, what you have paid, and what is still outstanding. Material invoices get logged against the project that used them, so the cost lands on the right job rather than in a general pile. That is what makes the cost side of a project honest, and it is the difference between knowing a job was profitable and hoping it was.

0:31

3 screens

What it costs you

The other half of every job.

The screens · 06

The other half: what the job costs you

Billing is one side of the job. This is the other: your own subcontractors, your suppliers and your crew's hours. Record them against a project and Kablanet gives you the number every trade business actually wants — what you kept.

Contractors

Your own subs, with their trade, licence and contact details — and everything you've ever given them, in one place.

/contractors

Jobs

Work you've handed to your own subcontractors, with what you agreed to pay them and what you've paid so far.

/jobs

Suppliers & materials

Material invoices from your suppliers, logged against the project that used them.

/suppliers

Accounts Payable

The mirror image of your receivables: what you owe your subs and suppliers, and when it's due.

/accounts-payable

Price List

Your standard scopes and rates, saved once. Drop them into an estimate or invoice instead of writing them out again.

/price-list

Jobs

/jobsOpen →

Work you've given out, and what you agreed to pay for it.

Jobs is the work you have handed to your own subcontractors. Each job records who is doing it, on which project, what you agreed to pay, and what you have paid so far. You can add one by hand, or import it from a bid or an invoice they have sent you and let Kablanet read the details off the document. Jobs are the biggest part of most trade businesses' costs, so the more of them you record, the truer every profit number in the app becomes.

0:38

Accounts Payable

/accounts-payableOpen →

What you owe, and what's waiting on you to approve it.

Accounts Payable is the mirror image of your receivables — what you owe, and when. It is grouped by where each payment has got to: not yet requested, waiting for you to approve and schedule, and anything with credits or refunds outstanding. Work down it and you always know what is due this week. Because it draws from the same jobs and material invoices as everything else, approving a payment here shows up on the project and the dashboard immediately.

0:45

Price List

/price-listOpen →

Your standard scopes and rates, written once.

The price list is your standard scopes, line items and assemblies, saved with their prices. Write the wording for a scope once, and drop it into an estimate or an invoice instead of typing it out again. Group the ones that always go together into a set, and you can pull in a whole package in one click. It is the least urgent screen in the app and the one that saves the most time over a year, so it is worth an hour when you have a quiet afternoon.

0:38

3 screens

Winning work

Quoting, and pricing a job before you commit to it.

The screens · 05

Estimates

/estimates/sent Open→

Work you've quoted but haven't won yet — for any customer. When one gets accepted, convert it into an invoice in a click rather than retyping the numbers, and mark the ones you lose so your pipeline stays honest.

Sent Estimates Sample figures
#ProjectAmountStatus
E-217Ridgeline Duplex$74,600Open
E-215Hillcrest Residence$182,000Converted
E-211Old Mill Warehouse$41,200Lost

Under the same Estimates menu you'll also find Received Estimates — prices your own subs and suppliers have quoted you — and Estimate Requests for sending a scope out to several of them at once.

Sent Estimates

/estimates/sentOpen →

What you've quoted and haven't won yet.

Sent Estimates is work you have quoted but not won yet. Each one shows the customer, the project, the amount, and whether it is still open. When a customer says yes, convert the estimate straight into an invoice rather than retyping the numbers — the lines come across with it. When you lose one, mark it lost, so the total sitting in your pipeline is a number you can trust rather than a graveyard of old quotes.

0:36

Received Estimates

/bidsOpen →

Prices your subs and suppliers have quoted you.

Received Estimates is the other direction — prices your own subcontractors and suppliers have quoted to you. Record what each one has come back with against the project and the scope, so when you are pricing a job you are comparing real numbers side by side rather than digging through email. When you decide who is doing the work, an estimate here becomes a job, and the amount you agreed carries over into what you owe them.

0:30

Estimate Requests

/estimates/requestsOpen →

Send one scope to several subs at once.

Estimate Requests is how you send a scope of work out to several subcontractors or suppliers at the same time. Write it once, pick who you are sending it to, and Kablanet emails each of them. You can see who has been sent what and chase the ones who have gone quiet, and their replies come back into Received Estimates. It turns pricing a job from a morning of phone calls into a few minutes at the keyboard.

0:36

4 screens

Everything else

Useful, but nothing you need on day one.

The screens · 07

Everything else in the menu

Worth knowing exists. None of it needs setting up before you can start working.

Customers

Everyone you bill. A couple are in the list already — add the rest and run their jobs through Kablanet the same way.

/customers

Time Tracking

Clock your crew in and out against a project, so labour lands in the job cost instead of a notebook.

/time-tracking

Emails

A record of what Kablanet has sent on your behalf, so you can prove an invoice went out and when.

/emails

Settings

Your password, your company details and logo, your team, payment methods and statuses.

/settings

There's a full manual inside the app

Click Help at the bottom of the left menu for step-by-step articles on every screen — and to send us a question without leaving Kablanet.

Open Help

Time Tracking

/time-trackingOpen →

Clock your crew in and out against a job.

Time Tracking is where your crew clock in and out against a project. It works on a phone, so it can happen on site rather than being reconstructed from memory on a Friday afternoon. Hours land as labor cost on the job they were worked on, which is the piece most trade businesses are missing when they try to work out what a job really made. The Time Dashboard alongside it totals the hours by person and by project.

0:33

Emails

/emailsOpen →

Proof of what went out, and when.

Emails is a record of everything Kablanet has sent and received on your behalf, split into sent and received. If a customer says they never got an invoice, this is where you check — you can see exactly what went out and when. Filter by date when you are looking for something specific. It is not a mailbox and it is not meant to replace one; it is the paper trail behind the documents the app sends for you.

0:35

Settings

/settingsOpen →

Your password, your company, your team.

Settings is where you set the app up to be yours. The first tab is you — your name, your details, and your password, which you should change the first time you sign in. Company settings hold your address, license number and logo, and those print on the documents you send. You can invite your office manager or bookkeeper and choose what each of them can see. There is more in here than you need on day one, so do not feel you have to work through all of it.

0:34

Help

/helpOpen →

The manual, and a direct line to us.

Help is the full manual, at the bottom of the left menu. Search it for the screen you are stuck on and you will get step by step instructions with pictures. If the answer is not there, send us a question from the same screen — it comes through with your account attached, so we can see what you were looking at instead of asking you to describe it. We would much rather hear from you early than find out weeks later that something has not been working.

0:29
Kablanet Guided tour · 22 screens · 7-step example Recorded in a demo company — the figures aren't yours.

Your first 15 minutes

Six things to do today

Do these in order and you'll know your way around. Tick them off here as you go — this list remembers where you got to.

0 of 7 done

Straight answers

The questions everyone asks

Is this only for the jobs you pre-loaded?

No — those are a head start, nothing more. Kablanet is built to run your whole business: every customer you bill, every subcontractor you hire, every supplier you buy from. The more of it you put in, the more the numbers on your dashboard are actually your numbers.

Can my customers see inside my account?

No. Your records are yours — another company can't sign in to your account or read your figures, and what you add is invisible to them. A customer only ever sees a document you deliberately send them. The only people who can get in for support are the Kablanet team.

Can I use it for my own subs and suppliers too?

That's half of what it's for. Add your subcontractors and give them jobs on a project; log your material invoices against the same project. Accounts Payable then shows what you owe and when — the mirror image of what you're chasing.

A number doesn't match my records. What now?

If it's in the work we pre-loaded, tell us rather than editing around it — we copied that from the shared job records, so if something is off it's worth tracing back to the source. Anything you enter yourself, you can simply fix.

Does it work on my phone?

Yes. It's a website, not an app you install — open kablanet.com in your phone's browser and sign in. Add it to your home screen if you want it a tap away. The screens are built for a phone as well as a laptop.

Can my office manager or bookkeeper have their own login?

Yes, and they should — you're the admin of your company, so you can invite your people in Settings and choose how much each of them sees. Don't share one password around.

Do I have to sign anything, or chase signatures?

Not unless you want to. Your account is set up in invoice mode, so there are no contracts or change orders to sign. An invoice can be sent out for signature if you tick Require Signature when you create it — your customer signs it in their browser and you counter-sign — but nothing requires it, and it's off by default.

If you get stuck

Ask us — we'd rather hear from you early

Use Help in the app to send a question with your account attached, so we can see exactly what you're looking at. Or reply to the email that brought you here.

Open Help & Support Sign in
Kablanet Welcome guide for new Kablanet companies Figures shown on this page are samples, not your account.