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Whether you take calls, build estimates, run crews, or keep an eye on the numbers, Menaia gives you a single, shared view of every customer and every job your team is working on.

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What Menaia helps you do

Win the work

Capture new Leads, keep your Clients organized, build accurate Estimates with the Calculator, and send customers a clean Proposal they can accept.

Do the work

Turn sold estimates into Jobs, put them on the Schedule, and track the crew’s time with Shifts.

Get paid

Send Invoices for completed work and get paid easily through Menaia Pay.

See how you're doing

Track results on My Performance, see what needs your attention on the Dashboard, ask Meni about your numbers, and reward your team with the Bonus Report.

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Who each part is for

Menaia brings several roles together. You’ll mostly live in the areas that match your job — and the menu only shows you what you have access to.
  • Sales people and estimators spend their day in Leads, Clients, the T&M Calculator, and Estimates, turning interest into sold work.
  • Operations and crews work out of Jobs, the Schedule, and Shifts, getting the work done and logging time.
  • Managers and admins keep an eye on the whole picture — the Dashboard, Automations, My Performance, Invoices, and Settings.
Not sure which role you are? Don’t worry about labels. Just notice which sections appear in your sidebar — those are the parts of Menaia meant for you.

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How everything connects

At a glance, work flows in one direction — from a brand-new inquiry all the way to a paid invoice: Every customer, address, estimate, and job stays linked together, so anyone on your team can pick up where someone else left off.

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Where to go next

Core concepts

Learn the building blocks — Lead, Client, Property, Project, Estimate, Proposal, Job, and Invoice.

How work flows

Follow a job from first contact to final payment.

Ask Meni

Get how-to answers and look up your live data with Menaia’s AI assistant.

Roles at a glance

See what each kind of teammate does day to day.

Finding your way around

Get comfortable with your home page, the sidebar, Meni, settings, and search.