Dashboard

JJ
Total Clients
0
0 total clients
Active Jobs
0
No active jobs
Pending Estimates
0
No pending estimates
Revenue (MTD)
$0
No revenue yet
Overdue Invoices
0
None outstanding

Performance

Recent Leads

NameSourceStatusDate

Upcoming Follow-Ups

ClientTypeDuePriority

Recent Estimates

ClientProjectAmountStatus

Unpaid Invoices

ClientAmountDue DateStatus
Showing 0 leads
NamePhoneEmailSourceTypeStatusValueDateActions
ClientPhoneTypeNoteDue DatePriorityActions
New Inquiry
0
Estimate Sent
0
Negotiating
0
Booked
0
Completed
0
All Estimates
Saved Line Items
Total: $0
#ClientProjectLine ItemsAmountCOsTotalStatusActions

Saved / Reusable Line Items

NameCategoryUnit PriceUnitActions
New Quote
Quote History
AI Settings

AI Estimator

Describe the project and let AI help you build an accurate quote

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

🤖
Fill in the project details and click "Generate AI Estimate" to get an AI-powered price quote.
The estimator uses your saved line items, local market rates, and project parameters to build accurate quotes.

AI Quote History

DateProjectTypeSq FtAI QuoteStatusActions

AI Provider

Configure your AI API key for the estimator

Your API key is stored locally in your browser only.

Pricing Defaults

Base rates used by the AI estimator (per your market)
Outstanding: $0
INV #ClientProjectAmountPaidBalanceDue DateStatusActions
All Contracts
Templates
Photos
Audit Log
Contract #ClientProjectOriginal AmtChange OrdersCurrent TotalStatusSignedActions

Interior Painting Contract

Standard interior residential painting

Exterior Painting Contract

Standard exterior residential painting

Commercial Painting Contract

Commercial and business projects

Cabinet Refinishing Contract

Kitchen/bathroom cabinet work

Deck & Fence Contract

Outdoor structures

Master Audit Log

Overview
Transaction History
Payment Setup
Collected (MTD)
$0
Pending
$0
Overdue
$0
Fees (MTD)
$0

Pending Payments

InvoiceClientAmount DueActions

Transaction History

DateClientInvoiceAmountMethodFeeNetStatus
S

Stripe

Credit cards, debit, ACH, Apple/Google Pay
Not connected
P

PayPal

PayPal, Venmo, Pay Later
Not connected
Conversations
New Message
SMS Settings
Select a conversation
0/160

Twilio Integration

Connect Twilio for SMS
Not connected

SMS Templates

Quick reply templates
Campaigns
Email Composer
Email Settings
Active Campaigns
0
Emails Sent (MTD)
0
Avg Open Rate
0%
Leads Generated
0

Email Account

Connect your company email
Not connected

Email Signature

Appended to all campaigns

Upcoming Jobs & Estimates

DateClientTypeProjectStatus
Connected
Lead Sources
Webhooks

Company Settings

Company Logo

Appears in sidebar, contracts, estimates, and invoices

Click to upload logo (PNG, JPG, SVG)

Company Information

Used in contracts, invoices, and campaigns

Email Sending

Set up an email API so estimates and contracts send automatically. Pick one provider.

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

Default terms for new contracts

Estimate Footer

This text appears at the bottom of every estimate. Add warranties, guarantees, charity info, terms — anything you want clients to see.

Each line will display as a separate item with a checkmark. Leave blank lines to create spacing.

Data Management

Export, backup, and restore

Full Backup & Restore


Auto-Backup Scheduler

Import Clients

Upload a CSV or Excel file to bulk import clients

CSV columns: Name, Phone, Email, Address, City, Source, Status, Type, Value, Project

Click to upload CSV file

Import Invoices

Upload invoices to populate revenue data

CSV columns: Client Name, Project, Amount, Paid, Status, Due Date, Payment Method

Click to upload CSV file