For small construction and trade teams

Capture the receipt, site note, and next step while the job is still in front of you.

Take a photo or say a short note. TapItDone prepares a review draft for the right project. Nothing becomes a cost, project record, or action until you check and confirm it.

Built for owner-operators and team leads moving between jobsites, suppliers, vehicles, and the office.

Oak Street / Receipt draftNeeds review
Supplier
RONA
Total
$184.72
Tax
$ ??.42
Project
Missing

Which project is this for?

Oak StreetChoose project
6h labor note attached

The job happened today. The paperwork waits until the weekend.

01

Receipts stay in a pocket, truck, or camera roll.

02

Labor and materials live in texts or memory.

03

Site photos have no project or reason attached.

04

Meeting promises never become a clear next step.

TapItDone is designed to close that gap at the moment the information appears.

01 — Workflow

Capture once. Review once. Keep a usable project record.

One honest example: a supplier receipt is readable, but the tax category is uncertain and the project is missing.

1

1. Capture

Photograph a supplier receipt, or say: “Mike, six hours at Oak Street today.”

2

2. Prepare

TapItDone proposes the amount, person, project, category, and attached evidence. Uncertain tax stays flagged.

3

3. Review

Correct the tax, answer the missing-project question, and check the original receipt beside the draft.

4

4. Confirm

Only confirmation can add the cost, project memory, or next action to the project record.

02 — Review gate

AI prepares the draft. You decide what becomes true for the project.

That review gate is the core of TapItDone.

Evidence stays attached

The original receipt, photo, recording, or note remains connected to the proposed record.

Uncertainty stays visible

Missing or unclear details remain in review. TapItDone does not silently guess.

Confirmation changes the record

A cost, memory, or action updates only after a person checks and confirms it.

03 — Outcomes

At the end of the day, you have something you can use

01

Project costs

See confirmed material and labor records grouped by project.

02

Project memory

Know which project a photo, document, or site note belongs to—and why it matters.

03

Next actions

Keep follow-ups from meetings and site notes as actions waiting for confirmation.

04 — Field reality

Designed for the realities of field work

“My crew will not learn another system.”

The core actions are photo, voice or short text, review, and confirm. A guided pilot starts with the owner or team lead.

“There is no signal on some jobs.”

The workflow is being designed around local drafts and resumed sync. Complete offline processing and sync are still being validated.

“Receipt scanning makes mistakes.”

Extraction creates a review draft, the original evidence stays attached, and a person corrects errors before confirmation.

“Is this replacing QuickBooks?”

No. The first version organizes field evidence and confirmed project records. Future exports may connect to accounting workflows.

“What happens to customer photos and job details?”

Until production storage, access, retention, and deletion controls are approved, pilots use synthetic or sanitized information only.

“Will AI post costs by itself?”

No. Human confirmation is the gate that changes the project record.

Founder-led customer test

Start with one project and one working week

Walk through the real capture and review sequence with TapItDone's founder, then make a clear continue-or-stop decision.

Apply for a guided TapItDone pilot

Use synthetic or sanitized information first. Do not upload confidential customer or project data.

  • Set up one real or sanitized project
  • Capture one receipt, labor note, site photo, and meeting or site note
  • Review and confirm each draft
  • Inspect project costs, memory, and next steps
  • Record time saved, errors, and field-fit problems
  • Finish with a pilot review and continue/stop decision

05 — Clear boundary

What TapItDone is—and what the first version is not

The first version is

  • Field capture by photo, voice, or short text
  • Review drafts with visible uncertainty
  • Confirmed project costs, memory, and actions
  • Weak-signal workflow validation

The first version is not

  • A complete ERP, accounting, or payroll system
  • Unreviewed automatic bookkeeping
  • A finished native Android or iOS app
  • Production cloud collaboration or complete offline processing