Welcome Back 👋
Here's your complete business overview
💾 STORAGE & BACKUP — automatic · click to expand
⚙️ Advanced — Legacy Local Backup (optional)
👥 Customer Management
| Customer Name | Company | Phone | Sales Rep | Jobs | Actions | |
|---|---|---|---|---|---|---|
| No customers yet. Click "➕ Add New Customer" to get started. | ||||||
📋 Job Management
| Job # | Customer | Location | Status | Surveyor | Created | Actions |
|---|---|---|---|---|---|---|
| No jobs yet. Click "📋 Create New Job" to get started. | ||||||
Site Surveys
Team Members
| Name | Role | Phone | Active Jobs | Actions | |
|---|---|---|---|---|---|
| No team members yet | |||||
📅 Schedule
Billing & Invoicing
📈 Analytics & Performance
Revenue Trend (Last 6 Months)
Jobs Completed (Last 6 Months)
Profit Margin by Job Type
| Job Type | Total Revenue | Est. Costs | Profit | Margin % |
|---|
Week-over-Week Performance
| Metric | This Week | Last Week | Change |
|---|
🏭 Operations & Capacity
Production Capacity
🏆 Team Performance Leaderboard
Workload Distribution
🕐 Activity Log
🏷 Item Types & Field Editor
Click any type to see and control its fields. Toggle fields on/off, edit dropdown options, add custom fields.
JOB-2026-Code-001
Select an item type on the left
to view and configure its fields
Job Types Management
Manage job types that appear in job creation. Each job type has its own counter for unique job numbers.
| Job Type Name | Code | Jobs Created | Actions |
|---|
General Settings
Example: JOB-2026-ChannelL-001
🎨 Sample Data
Create a complete demo job to explore all features and test the workflow.
Sample Job Includes:
- ✅ Complete customer record (Acme Corporation)
- ✅ Job with new naming: JOB-001-AcmeCorporation-Toronto
- ✅ Three items: Channel Letters, Box Sign, Window Graphics
- ✅ Completed survey with measurements and notes
- ✅ Design files uploaded and approved
- ✅ Production started with mixed in-house/outsourced
- ✅ Demonstrates complete workflow from start to finish
🚀 FULL JOB DEMO — End-to-End Workflow
A complete, completed job that walks through every stage. Use this to see how a real customer goes from first call to final paid invoice.
- ✅ Customer record (Bright Path Pharmacy, Mississauga)
- ✅ Job: JOB-DEMO-002-BrightPathPharmacy-Mississauga
- ✅ Site survey completed with measurements + notes
- ✅ Design package (2 revisions, final approved by customer)
- ✅ Production — all items completed
- ✅ Installation completed with before/after photos placeholder
- ✅ Estimate $8,500 — sent & approved by customer
- ✅ Invoice $8,500 — sent, $5,000 deposit paid, $3,500 outstanding
- ✅ Customer feedback (5★)
- ✅ Activity log entries spread over 6 weeks
👥 User Management
Manage user accounts and access levels. Admin users can see financial data, User accounts see operations only.
| Username | Name | Role | Actions |
|---|
💡 Tip: Admin users have full access to billing, estimates, and financial data. User accounts can only see jobs, customers, and operations.
👁️ Dashboard View Settings
Control what information is displayed on the dashboard
🏢 Company Information
This information will appear on estimates and invoices
uploaded
Recommended: 200x200px PNG or JPG
1250, leave the prefix blank and set Next number to 1251.
Leave Next number blank to keep the old INV-YYYY-001 style.
{COMPANY} anywhere and it becomes your company name automatically.
📦 QuickBooks Items
Manage items from your QuickBooks. These will appear as dropdowns in estimates for consistency.
| Item Name | Description | Default Rate | Actions |
|---|