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
| Name | Source | Status | Date |
|---|
Upcoming Follow-Ups
| Client | Type | Due | Priority |
|---|
Recent Estimates
| Client | Project | Amount | Status |
|---|
Unpaid Invoices
| Client | Amount | Due Date | Status |
|---|
Showing 0 leads
| Name | Phone | Source | Type | Status | Value | Date | Actions |
|---|
| Client | Phone | Type | Note | Due Date | Priority | Actions |
|---|
New Inquiry
0
Estimate Sent
0
Negotiating
0
Booked
0
Completed
0
All Estimates
Saved Line Items
Total: $0
| # | Client | Project | Line Items | Amount | COs | Total | Status | Actions |
|---|
Saved / Reusable Line Items
| Name | Category | Unit Price | Unit | Actions |
|---|
New Quote
Quote History
AI Settings
AI Estimator
Describe the project and let AI help you build an accurate quote
Upload site photos, floor plans, or damage photos for more accurate quotes
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
| Date | Project | Type | Sq Ft | AI Quote | Status | Actions |
|---|
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 # | Client | Project | Amount | Paid | Balance | Due Date | Status | Actions |
|---|
All Contracts
Templates
Photos
Audit Log
| 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
Overview
Transaction History
Payment Setup
Collected (MTD)
$0
Pending
$0
Overdue
$0
Fees (MTD)
$0
Pending Payments
| Invoice | Client | Amount Due | Actions |
|---|
Transaction History
| Date | Client | Invoice | Amount | Method | Fee | Net | Status |
|---|
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
Hi {first_name},
Thank you for considering Prestigious Painting Professionals.
Best regards,
Jake Johnson
Prestigious Painting Professionals
Email Account
Connect your company email
Not connected
Email Signature
Appended to all campaigns
Prestigious Painting Professionals
Licensed & Insured | Minneapolis, MN
(612) 555-0100 | www.prestigiouspainting.com
Upcoming Jobs & Estimates
| Date | Client | Type | Project | Status |
|---|
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
Contract Defaults
Default terms for new contracts
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