Dashboard
Subcontractors
| Name / Company | Phone | Trade | Compliance | Rating |
|---|
Leads Pipeline
Estimates
| Doc # | Client | Lead / Project | Type | Amount | Status | Date |
|---|
Invoices
| Invoice # | Client | Project | Amount | Status | Due Date |
|---|
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| Name | Phone | Role | CRM Access | Status | Start Date |
|---|
| Company | Contact | Phone | Category | Status |
|---|
| Name | Phone | Status | Source | Follow-up |
|---|
| Name / Company | Phone | Trade | Compliance | Rating |
|---|
Connect your Gmail account so emails are sent from your address. Each user connects their own account.
| Lead Name | Client | Source | Status | Est. Value | Date |
|---|
| Doc # | Client | Lead / Project | Type | Amount | Status | Date |
|---|
| Invoice # | Client | Project | Amount | Status | Due Date |
|---|
| Project | Client | Status | Start Date | End Date | Project Manager |
|---|
I can help you manage leads, update projects, check schedules, draft emails, and more. Just ask.