Tip: payment history can auto-import from QuickBooks
Total vendors
—
suppliers on file
Active
—
currently used
Total paid
—
all payments recorded
Paid this year
—
current year
⌕
Vendor / Company
Contact
Category
Total paid
Status
+ Add vendor
Tip: amounts auto-import from QuickBooks (Expenses by Vendor)
Total items
—
units tracked
Available
—
free to book (after deal commitments)
Deployed
—
at client sites
Inventory value
—
est. fair-market
⌕
Item
Category / SKU
Qty · Value
Status
Assigned to (site)
+ Add inventory item
Items deployed to a client show on that client's profile
Active jobs
—
deployments this/last season
Items deployed
—
across all jobs
Deployed value
—
equipment in the field
Takedowns pending
—
jobs awaiting return
⌕
Tap a job to open its takedown checklist
Today
—
events on the calendar
This week
—
next 7 days
Next 30 days
—
all calendars
Installs scheduled
—
next 30 days
⌕
Synced from Google Calendar
Upcoming installs
—
scheduled, not yet up
Active jobs
—
installed · awaiting takedown
Needs a date
—
booked, no install date
Book a deal, then set its install date, crew & window in the deal
Win rate
—
booked ÷ decided
Avg booked deal
—
per confirmed job
Booked
—
confirmed revenue
Active deals
—
in the funnel
🔁 Renewals to chase — 0 returning clients not yet in this year's pipeline
📄 Multi-year contracts
Pipeline funnel (count · value)
Booked revenue by segment
Lead source performance (ROI)
Portfolio
Your before / after marketing library — every install, in one place
Route map
Plot your install addresses and plan the crew's route for the day
In trash
—
auto-deletes after 30 days
Deleted clients & their deals live here for 30 days, then are permanently removed
—
Quick actions
Deal
Profit—
Remaining balance—
QuickBooks payments
Activity timeline
Email thread Gmail· this project's conversation
—
Lifetime value
$0
Client since
—
Seasons
0
Account
Payment history (year over year)
Scope history
Proposals & documents
Job photos — before / after, builds your Portfolio
Deployed inventory at this client
Email thread Gmail
Export client emails
—
Item details
Deployment / job
Assigning here deploys ALL units of this row to one client. To split quantities across accounts (e.g. 2 of 4 reindeer), assign from the client's profile — it handles partial amounts.