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.
Create professional invoices and collect payment via Stripe — no separate payment processor account needed.
A Stripe-powered payment page is created automatically. Share the link with your customer via text, email, or any messaging app. 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.
Under App mode in My Business, select Business to hide all laser-specific tools at once (Materials, Machine Ref, Design Studio, Recipes, Settings Log, Maintenance, Defects, Timer, Etsy Builder, Social AI, Product Ideas). This is the right starting point for service operators, consultants, and non-maker businesses.
Every AI feature reads your business profile and AI context field to generate relevant, on-brand output.
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.
By default, all data is stored locally in your browser. Cloud sync backs your data up to Firebase (Google's cloud infrastructure) and lets you access it from any device.
Once connected, all data syncs automatically every time you make a change. The sync status dot in the sidebar footer shows the current state.
Not sure how to get a Firebase Project ID? Go to Exports & Backup → Firebase setup guide inside the app for step-by-step instructions.
Jobs, inventory, design tools (Image→Engrave, SVG Studio), machine reference, materials library, production timer. No payment required.
Everything in Free, plus: Invoices, Customers (CRM), Tax Center, Expenses, Mileage log, Quotes, Product Recipes, P&L, Forecast, Accounting, Exports & Backup, Etsy Builder, Social AI, Product Ideas.
Everything in Premium, plus: Equipment tracking, Maintenance logs, Defect tracking, Grants + AI writer, Military orders, Markets tracker, Bank import, Document vault, Chart of accounts, Atomm integration, Faith & Mission tools, Analytics.
To upgrade, click any locked tab and select Upgrade, or open the Billing tab in the app.
Go to Exports & Backup in the sidebar. You can export:
Automated daily backups run at 3 AM Eastern if Firebase sync is configured. 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.