Pipeline value
$0
open opportunities
Active jobs
0
in progress & scheduled
Won revenue
$0
from closed quotes
Follow-ups due
0
to chase
✦ Things to know
Revenue vs Target
6-month view
Pipeline by stage
Active & upcoming jobs
| Client | Job | Dates | Status |
|---|
Job Mix
Follow-Ups Due
6
Recent Activity
Today, 9:41 AM
Quote sent → Brennan family
$14,200
Yesterday
Job completed → Harrington
Jun 11
New lead added → Nguyen
Jun 10
Invoice paid → Wheeler
$8,400
Select a contact
Click any contact to see their full profile, quotes, and notes.
All
Draft
Sent
Won
Lost
| Client | Job Type | Materials | Labor | Total | Margin | Status | Sent |
|---|
Active jobs on calendar:
Scheduled
In Progress
On Hold
Completed
| Client | Job description | Dates | Crew | Progress | Status | Billing |
|---|
Showing all time
Revenue ↗
$0
won in this period
Profit ↗
$0
0% avg margin
Jobs Completed ↗
0
avg $0 each
Outstanding ↗
$0
0 quotes pending
Monthly Revenue
Revenue vs Costs
Monthly Profit Margin %
Win Rate by Lead Source
Material Cost Breakdown
Lead Sources
Conversion Funnel
Templates
Compose
Business info
Default pricing
Crew & labor
Job types
Tags
Email templates
Reviews
Web form
Integrations
Business Info
Data
Your data is saved in this browser. Resetting restores the original demo sample.
Default Pricing
These defaults pre-fill every new quote you build.
Crew Members
| Name | Role | Rate/Hr | Status |
|---|
Job Types
These show up as project type options on leads and quotes.
Tags
Create custom labels to organize and filter contacts, leads and jobs. Apply them from any record.
Email templates
These appear on the Email page. Use [Name], [Phone], [Week], and [Start Date] as fill-ins.
Review requests
Set up the message that asks happy customers for a review, then send it in one click from a finished job.
Fill-ins: [Name], [Review Link]
Send a review request
Sends the message above with your review link dropped in. ${''}
Form builder
Leave blank to use the built-in BuiltPro inbox (works when the form is hosted on the same browser/site as this CRM).
Live preview
Embed code
Paste this anywhere on your website. Submissions import straight into Leads & Contacts.
Recent submissions
0
Integrations
🧠 AI Brain
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