Check "Notify me" on a task to also get a browser notification (and a Calendar sync) when it's due — otherwise it's just a plain checklist item. Notifications only fire while this app is open in a browser tab or window.

Raw submissions from your website's contact form land here first, untouched by the rest of the CRM. Review each one, then Convert it into a real Contact (and Company, if it's new) or Delete it if it's spam.

Optional parent record for a business — link Contacts and Clients to a Company to see all their contacts and activity rolled up in one place.

On-site visit notes and photos for a prospect or an existing client. Separate from the outreach Activity Log — walks don't count toward the touch cadence.

Built from a Job Walk's "Create Estimate" button. Open one here to keep editing, re-export, or delete it.

Created from an Estimate's "Convert to Invoice" button. Open one here to update status, re-export, or delete it.

Created automatically when an Estimate's status is set to Accepted. Schedule the crew, log actuals, and track goal vs. actual profit margin here. See the Schedule tab for the dispatch calendar.

Drag a job onto a date to schedule it, or onto Unscheduled to clear its Start Date. Opens the same Job Card as the Jobs tab.

Assign crew to a Job Card's Schedule & Crew section — the app warns you there (and on the dispatch calendar) if someone's already booked on another job that same day. Link a crew member to a Crew team login (Team tab) so they can see their assigned jobs from their phone.

Admin sees and does everything. Office has full CRM access but can't manage the team or see internal cost/profit-margin data. Crew get a simplified "My Jobs" phone view — only their assigned jobs, no pricing or customer data.