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.
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.
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.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.