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Customer Dashboard

Active Projects

$0.00

0 Projects

Pipeline

$0.00

0 Projects

Completed Projects

$0.00

0 Projects · total profit

Project Progress Tracker

Lead 0

Assessment 0

Quoted 0

Active 0

OnHold 0

Completed 0

Canceled 0

ChangeOrder 0

Cost Composition by Project

Projects

Project Name	Customer	Status	Estimated Cost	Actual Cost	Misc Cost	Final Price	Target Start	Target End	Actual Start	Actual End	Notes

Project Steps

Project Name	Step Name	Order	Status	Start Date	End Date	Notes

Project Assignments

Customer	Project	Contact	From	To	Rate

Labor

Project Name	Full Name	Date	Hours	Description	Role

Miles

Project Name	Full Name	Travel Date	Miles	Cost/Mile	Total

Equipment

Customer	Project Name	Equipment	Description	From Date	Status

×

Details

Steps

Assignments

Labor

Miles

Equipment

Customer *

Project Name *

Status

Estimated Cost

Actual Cost

Misc Cost

Final price

Target Start

Target End

Actual Start

Actual End

Description

Notes

Step Name	Order	Status	Start	End	Act

Step Name *

Order

Status

Start

End

Contact	Role	From	To	Rate	Act

Contact *

Role

From

To

Rate

Contact	Date	Hours	Description	Act

Contact

Date

Hours

Description

Contact	Date	Origin	Destination	Miles	$/Mi	Act

Contact

Date

Origin

Dest

Miles

$/Mi

Equipment	Description	Daily Rate	From	To	Act

Equipment

Description

Daily Rate

From

To

×

Create New Customer

First Name

Last Name

Email

Phone

Address

URL

Notes

Associated Contacts

Full Name	Hourly Rate	Local Rate	Phone	Address	Email/Username	Password	Act

Estimates

Invoicing

Payments

×

Customer *

Project *

Quote Date

Quote Status

Quote Type

Status Description

Visible to Customer

Estimate Line Items

Description	Amount	Notes

Total: $0.00

Quote Notes

×

Project cost overview

Select a project to load costs, final price, invoice totals, payments received, and purchases.

Customer *

Project *

Invoice Date

Invoice Status

Billing Type

Description

Visible to Customer

Invoice Line Items

Description	Qty	Amount	Notes

Subtotal: $0.00

Payments received:

Balance due: $0.00

Invoice Notes

×

Receivable Statement

Customer

Project

Invoice Date

Invoice Items and Balance Summary

Description	Amount	Notes

Total Remaining: $0.00

Statement Notes

×

Company Name *

Contact Person

Email

Phone

Address

Associated Contacts

Full Name	Role	Email	Password	Phone	Address	Notes

Photos

Receipts

Checks

Invoices

Total Purchases

0

Records Filtered

Total Photos

0

Images Filtered

Total Checks

0

Records Filtered

Vendor Invoices

0

Records Filtered

Top 10 Volume by Customer

Top 10 Volume by Project

Purchases

Image	Customer	Project	Description	Status	Date	Customer Visible	Total Price	Address	AI_analysis

Checks

Image	Customer	Project	Invoice	Description	Assigned	Date	Customer Visible	Total	Address	AI_analysis

Photos

Image	Customer	Project	Address	Notes	AI Analysis	Customer Visible	AI_analysis

Invoices

Image	From	Description	Date	Customer Visible	Total	Address	AI_analysis

Project Progress Tracker

Cost Composition by Project

Projects

Project Steps

Project Assignments

Labor

Miles

Equipment

Top 10 Volume by Customer

Top 10 Volume by Project

Purchases

Checks

Photos

Invoices

Client Portal

Select a Table

Class Photos

Projects (by Status)

Customers (for Filtered Projects)

Log Activity

Log Activity

Log Miles

Open Action Items

Hours by Project Line graph

Action Items Timeline

Voice Assistant

Action Preview

No project totals found for the selected filters.
Totals	0.00

h1{color: black

Create New Customer

Associated Contacts

Delete Customers

Project Progress Tracker

Cost Composition by Project

Projects

Project Steps

Project Assignments

Labor

Miles

Equipment

Resource timeline

Edit project

Project schedule

People on project

Equipment

Project

Customer Required

Create New Customer

Associated Contacts

Equipment Usage

Edit Project Step

Edit Assignment

Edit Labor Entry

Edit Miles Entry

Create Estimate

Create Invoice

Project Required

Convert Estimate to Invoice

Document Preview

Email Billing Document

Record Payment

Receivable Statement

Delete Billing Records

Edit Check

Vendor

Associated Contacts

Delete Vendors

Edit Contact

Edit Record

Assignment

Allocate Hours

Equipment

Equipment Usage

Log Miles

Purchase

Edit Payment

Create New Contact

Sync Google Contacts

Delete Contacts

Edit Contact

Top 10 Volume by Customer

Top 10 Volume by Project

Purchases

Checks

Photos

Invoices

Upload Photos

Upload Receipts

Upload Checks

Delete Photos

Delete Receipts

Delete Checks

Assign Photos

Class Photos

Projects

Customers

Assign Receipts

Receipts

Projects

Customers

Assign Checks

Checks

Projects

Customers

Upload Vendor Invoices

Assign Vendor Invoices

Invoices

Projects