💰 Finance 📋 Quotes

🌳 JP Tree Care — Finance

P&L Dashboard · 2026

Overview
Transactions
IRS / P&L
Setup
Ready — click ⟳ Sync to load from Google Sheet
Total Income
$0
0 transactions
Total Expenses
$0
0 transactions
Net Profit
$0
0% margin
This Month
$0
net profit

Income vs Expenses

Expense Breakdown

Recent Transactions

DateVendorCategoryTypeAmount
No data — click ⟳ Sync

All Transactions

Date ▼ Vendor ▼ Category Tag Type Amount ▼ Status Receipt Actions
No transactions

IRS Schedule C — Expense Summary

Auto-calculated from your transactions. Share with your accountant at year end.

Period:
Income
$0
Expenses
$0
Net Profit
$0
Margin
0%
Transactions
0

Monthly P&L

No data yet

P&L Summary

LineAmount
No data

n8n Webhook URLs

📱 How the full loop works

1
Send receipt to @JPArbrBot on Telegram
2
n8n AI reads vendor, amount, IRS category → saves to Google Sheet with unique ID
3
Click ⟳ Sync — dashboard pulls all rows from sheet
4
Click + Expense or + Income → saves locally + appends to Google Sheet instantly
5
Click ✏️ on any row → edit inline → hit 💾 → updates Google Sheet by ID
6
Click ✕ → deletes from dashboard AND Google Sheet by unique ID
🌳 JP Tree Care Quote Builder v5 — Templates · Bundle Pricing · Expiry
Customer & Document Info
Type:
Line Items & Bundle Pricing

⚡ Job Templates — click to load

ItemDescriptionQtyUnit $Total
Itemized Total $0.00

💰 Bundle Pricing

Itemized Total$0.00
Your Bundle Price
Type the price you want to offer
customer saves
Itemized total still shows on the quote so the customer sees the full value. Bundle price is highlighted as the deal.
Bundle Package Block
Show bundle hero at top of quote

Click to load a preset set of bullets

Why Choose Us

Click to toggle on/off per quote. Green = included. Changes to your list are saved permanently.

Footer / Closing Message
📱 Communication Preference Templates