Everything you need to go from zero to running your shop in the app.
Complete these four steps and your shop will be fully configured.
Your business profile is the foundation of everything in the app. Every invoice header, COA, AI prompt, and document pulls from this profile.
Sidebar → Home → My Business tab
Jobs are the core of the app. Everything else — invoices, expenses, P&L, dashboard metrics — ties back to jobs.
The Order Form tab is a customer-facing intake form. Share the link with customers to collect order details without back-and-forth messaging. Submitted orders flow into your jobs queue.
Free includes a cap on invoices. Paid Maker and Business unlock unlimited invoices and Stripe payment links — no separate processor account to set up.
A Stripe-powered payment page is created automatically. On an unpaid invoice, click 📧 Email to send the customer the pay link (needs their email on the invoice). You can also copy the link. When they pay, you're notified and the invoice is marked paid.
Generate a professional COA for any completed piece directly from the Invoices tab. Your business name, owner name, location, and any veteran-owned badge are pulled automatically from your business profile.
The app is designed around your specific machines. Adding your equipment unlocks machine-specific dropdowns across maintenance logs, defect records, material library, and export buttons.
Go to Machine Ref → type your machine name and material → the AI returns recommended speed, power, passes, and setup notes. Results are cached for 7 days so repeat lookups are instant.
The Products tab is for catalog items you sell repeatedly — not custom one-off jobs. Add products once, log sales in seconds, and connect your platforms for automatic sync.
Product revenue appears in your P&L as a separate "Product sales" line alongside job income and recurring revenue.
New Shopify orders appear in Products → Sales automatically after your next cloud sync. Your store is untouched — Covenant Works only receives order data.
rk_live_...)Covenant Works pulls your subscription tiers (→ Recurring Revenue) and charges (→ Product Orders) read-only. Your payment flows and customer access grants are completely untouched. Your key is stored on your device only.
For subscriptions, retainers, or any income that repeats — go to Finance → P&L tab → Recurring Revenue Streams. Add a description, amount per interval, and subscriber/unit count. The monthly equivalent is calculated automatically and included in your P&L total income. Use the ⏸ button to pause a stream without deleting it.
When logging an expense, check Recurring and choose Monthly, Quarterly, or Annual. Recurring expenses are grouped at the top of your expense list with a monthly total — so you can see your subscription overhead at a glance.
Hide the parts of the app you don't use so your sidebar stays focused on what matters to your business.
Home → My Business → scroll to Customize workspace
Check a group → click Save changes → it disappears from the sidebar immediately. Uncheck and save to restore it any time.
The workspace follows your plan — there is no App-mode toggle. Sign up on the Business track (or a Business subscription) to hide laser-specific tools (Materials, Machine Ref, Design Studio, Recipes, Settings Log, Maintenance, Defects, Timer, Etsy Builder, Social AI, Product Ideas). Fine-tune further with Customize workspace.
AI Chat is on Free (15/day). Higher caps and the shop/growth tools are on paid Maker and Business. Every AI feature reads your business profile and AI context field.
Go to My Business → scroll to AI context → describe your specialties, customers, products, and tone. Every AI feature uses this. Better context = dramatically better output.
When you sign in, your business data syncs to our Firebase project — isolated from every other tenant. You do not create a Firebase project or paste API keys.
A local copy in the browser lets you keep working if the network drops. Cloud sync is the source of truth across devices. The sync status in the sidebar footer shows the current state.
If two devices edit at once, the app reloads the newer copy rather than silently overwriting.
One login per person — do not share passwords. Invite people from My Business → Team. Roles: owner, admin, member, viewer. Free is 1 seat; paid Maker, Business, and beta include up to 5.
On Account & Security you can add a passkey (Face ID, fingerprint, Windows Hello, or a QR your phone approves) and optionally a 6-digit authenticator. A passkey skips the code. Google Authenticator tap-to-approve is Google-account only. Lost the phone? Use Can't access your authenticator? on the sign-in screen.
Jobs, inventory, design tools, machine lookup, materials, timer, capped invoices/customers, AI Chat (15/day), cloud sync, Document Vault. One team seat. No payment required.
Full maker suite: unlimited records, Stripe Connect, tax, P&L, accounting, bank import, products, shop-floor tools, Etsy/Social/Ideas AI, up to 5 team seats. Vault is already on Free. Or Founding Pass $250/year through Sept 30, 2026.
Same paid price. Invoice-first workspace — laser-specific tabs hidden. Stripe Connect, books, tax, products, up to 5 team seats. Vault is already on Free.
To upgrade, click any locked tab and select Upgrade, or open Billing in the app. Paid public launch is September 1, 2026; free signup is already open.
Go to Exports & Backup in the sidebar. You can export:
Automated daily backups run at 3 AM Eastern. The last 30 backups are retained and can be restored from the Exports panel.
For the fastest bug response, use the feedback button inside the app — it attaches your account info automatically so we can reproduce the issue without asking follow-up questions.