Upcoming reminders
Recent activity
Active locations
| Location | Owner | Rep | Assets | Next service | Status | JSR |
|---|
Dashboard
Customers
Active
Disabled
All
| Name | Role | Company | Phone | Locs | Status |
|---|
Customer
← Customers
Contact info
At a glance
Linked locations
Locations
| Location | Address | Owner | Rep | Assets | Status | Edit |
|---|
Location
← Locations
Assets
Contacts
Schedule
JSR History
Edit Info
Assets
0
Next service
—
Hoods & Assets
All
Hoods
Duct Runs
Fans
| Asset | Type | Location | Make/Model | Freq | Last service | Next due | Status | Edit |
|---|
Schedule
Reminders
Reps & Technicians
Sales Reps
Technicians
Location rep assignments
| Location | Sales rep | Lead tech | Edit |
|---|
Standard Pricing
Standard reference rates used when generating quotes. Each line item has a code, label, unit, price, and category. These are visible in the Quote Builder from any Contacted/Quoted/Negotiating prospect.
| Code | Label | Category | Unit | Price | Active | Edit |
|---|
CRM Pipeline
All Prospects
All
Lead
Contacted
Quoted
Negotiating
Won
Try Again
Refuse to Bid
| Location | Stage | Contact | Rep | Assets | Value | Last contact | Actions |
|---|
Contact Log
All
Calls
Emails
Visits
Quotes
Prospect
← Pipeline
Prospect info
Name
Street
City / ST / Zip
Type
Contact
Phone
Email
Stage
Rep
Source
Self-generated
Action due
Next action
Current service provider
Provider
Stated fee
$
Verified
Proposed assets & value
Hoods
Duct runs
Fans
Est. value
$
/yr
Notes
Contact log
Lead Action Items
All open
Overdue
Due today
This week
No date set
JSR Reports
Jobsite Service Report
Win/Loss Report
Won deals
Try Again / Refuse to Bid
Pipeline by rep
| Rep | Leads | Quoted | Won | Try Again | Win rate | Value |
|---|
Export Data
Export to Google Sheets
Generates a CSV file formatted for direct import into Google Sheets. Open Sheets → File → Import → Upload.
Export to XML
Generates structured XML files for backup, offline access, or import into other systems.
Export preview
Select an export above to preview data...