Customers
Start with the person calling about work, then connect them to a job, estimate, proposal, and invoice.
New Customer Job
Use this when someone calls and you want to capture the job, customer, and address together.
Business Accounts
Builders, property managers, businesses, and repeat accounts.
Customers
Add the homeowner or property contact before pricing so jobs, estimates, and invoices stay connected.
Follow-Ups
Open bids, callbacks, and jobs that still need a next step.