Dashboard Access

Enter an approved admin email to open the CRM.

Customers

Customer Contact / Address Last Activity / Speed Sales Records Fulfillment Records Notes Actions

Contacts Needing Phone Call

Spam Controls

Blocked Emails & Domains

Add one email or domain per line. Examples: spam@example.com, @throwawaymail.com, throwawaymail.com.

Blocked IP Addresses

Contacts submitted from the quote page save a detected public IP when available. Add one IP or IPv4 CIDR range per line.

Rules are stored with this browser-based CRM. For production-wide blocking, move form submission to a backend or mirror blocked IPs into Vercel Firewall.

Contact Map

Referral Partners

Partner Type Contact Info Company Customers Notes Actions
Site Phone

Service

Estimate Settings

Work orders use these browser-saved rates to estimate internal service cost, paint gallons, and a 50% margin placeholder unless you change it here.

Trade Partners

Vendor Category Contact Info Address Notes Actions
Subcontractor Crews Services Contact Info Address Capacity Calendar Notes Related Records Actions

Finances

Accounts Receivable

Type Record Contact Amount Date Status Related Records Actions

Reports

Sales Funnel

All active CRM records

Job Margin

Weekly Speed To Lead

Bars are submitted forms. Red line is average time to phone call in hours.

Website Performance

Last 30 days, plus all-time lead source history
Month Revenue Deposits Ad Spend Labor Materials Subs Other P/L Margin Unpaid Related Activity Notes Actions