Job # Client Project Status Bid Date Start Date Completion Date Est. Bid Price Sqft Estimator Project Manager Foreman Action

Service Opportunities

Ticket # Client Service Opportunity Status Quote Due Date Scheduled Date Service Manager Service Techs Action

Scheduled Inspections

Scheduled Prebids

Completed Inspections

Quick Add

Properties

Service Chart

Approved Bids

Completed Work

Declined Bids

Deleted Items

Logins and roles

Crews

Inbox

Server Conflicts

Review offline changes that collided with newer server data and choose what should become the official CRM record.

Upload Recovery

Admin safety net for files that reached the server but may not be attached to the right CRM record yet.

Settings

App storage

Storage left on app Loading...
Uploads Loading...
System data Loading...

Live Change Feed

Recent activity

Team updates and saves

Note Log

Job # Job Name Note Message Employee Date and Time

Create New Opportunity

Create New Opportunity

1. Type 2. Client 3. Property 4. Project Details

Step 1 of 4

1. Opportunity Type

Employee registration

Create employee login

Company roles

Trade partner database

Add subcontractor

Fleet vehicle

Add Fleet Vehicle

Vehicle inspection

Vehicle Inspection

Fleet service history

Add Service

Client

Add client

Property

Add client property

Contact

Add contact

Inbox message

Message employee

Private employee note

Employee note

Private notes

Pay evaluation

Employee evaluation

?
Employee notes

Crew edit

Edit crew

Laborers Swap crew members in or out

Production calendar

Add calendar item

Selected date - Add a field note, milestone, coordination item, or manager reminder.
Saved for this date

Weekly safety meeting

Add Weekly Safety Meeting Log

Topics covered Select all that apply
Employees present Select all crew members who were involved in this meeting.

Roof section

Create roof section

Tap points around the roof area on the map. Drag numbered outline points to fine-tune the shape, and hold the final point for 1.3 seconds to add another polygon to this same section. Drag the teal section pin to place the section ID.

Measured area: - sqft

Task assignment

Assign work

Daily progress log

Daily progress log

Daily progress log

Completed Sections

Tap each section completed today 0 selected

Property folder

Property folder

Deficiency map thumbnail

Set Saved Map View

Pan and zoom this map until the pin location is clear, then save the current view as the deficiency thumbnail.

Capture Image

Use the camera to capture a new image for this upload.