Performance
Recent Leads
| Name | Source | Status | Date |
|---|
Upcoming Follow-Ups
| Client | Type | Due | Priority |
|---|
Recent Estimates
| Client | Project | Amount | Status |
|---|
Unpaid Invoices
| Client | Amount | Due Date | Status |
|---|
| Name | Phone | Source | Type | Status | Value | Date | Actions |
|---|
| Client | Phone | Type | Note | Due Date | Priority | Actions |
|---|
| # | Client | Project | Line Items | Amount | COs | Total | Status | Actions |
|---|
Saved / Reusable Line Items
| Name | Category | Unit Price | Unit | Actions |
|---|
AI Estimator
Click to upload photos — AI will analyze them for accurate quotes
Room photos, exterior shots, damage/prep areas, floor plans
Photos will be saved as "before" photos to the client's file
Estimate Preview
AI Quote History
| Date | Project | Type | Sq Ft | AI Quote | Status | Actions |
|---|
AI Provider
Your API key is stored locally in your browser only.
Pricing Defaults
| INV # | Client | Project | Amount | Paid | Balance | Due Date | Status | Actions |
|---|
| Contract # | Client | Project | Original Amt | Change Orders | Current Total | Status | Signed | Actions |
|---|
Interior Painting Contract
Exterior Painting Contract
Commercial Painting Contract
Cabinet Refinishing Contract
Deck & Fence Contract
Master Audit Log
Pending Payments
| Invoice | Client | Amount Due | Actions |
|---|
Transaction History
| Date | Client | Invoice | Amount | Method | Fee | Net | Status |
|---|
Stripe
PayPal
Twilio Integration
SMS Templates
Hi {first_name},
Thank you for considering Prestigious Painting Professionals.
Best regards,
Jake Johnson
Prestigious Painting Professionals
Email Account
Email Signature
Prestigious Painting Professionals
Licensed & Insured | Minneapolis, MN
(612) 555-0100 | www.prestigiouspainting.com
Upcoming Jobs & Estimates
| Date | Client | Type | Project | Status |
|---|
Company Settings
Company Logo
Click to upload logo (PNG, JPG, SVG)
Company Information
Email Sending
Quick start: Sign up at resend.com (free) → get your API key → paste above. For testing, Resend lets you send to your own email without domain verification.
Contract Defaults
Estimate Footer
Each line will display as a separate item with a checkmark. Leave blank lines to create spacing.
Data Management
Full Backup & Restore
Auto-Backup Scheduler
Import Clients
CSV columns: Name, Phone, Email, Address, City, Source, Status, Type, Value, Project
Click to upload CSV file
Import Invoices
CSV columns: Client Name, Project, Amount, Paid, Status, Due Date, Payment Method
Click to upload CSV file