Customer Registry (CRM)

Projects

Invoicing

Invoice Summary

Total Invoiced
$0.00
0 invoices
Total Collected
$0.00
0% collected
Outstanding Balance
$0.00
0 unpaid
Overdue Amount
$0.00
0 overdue
Collected This Month
$0.00
0 payments
Invoiced This Month
$0.00
0 invoices

Quotes

Total Quote Value
$0.00
Quotes This Month
0
Quotes Converted
0
Pending Quotes
0

Accounts Receivable Aging Report

Scheduling & Work Management

Unassigned Work
0
Scheduled Today
0
In Progress
0
Completed This Week
0

My Schedule

ID Project Title Seat Duration Assigned To Scheduled Status Actions
No units of work found. Create one from a project's detail view.

Payroll Management

Active Employees
0
Current Pay Period
None
YTD Gross Pay
$0.00
YTD Net Pay
$0.00
Pending Payments
0
$0.00
YTD Taxes Withheld
$0.00

Employee Payroll Profiles

Employee Type Pay Type Pay Rate Payment Status Actions
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Pay Periods

Period ID Start Date End Date Pay Date Status Actions
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Time Entries

Employee Date Regular Hours Overtime PTO Submitted Approved Actions
Select a pay period to view time entries.

Recent Pay Stubs

Pay Stub ID Employee Pay Period Gross Pay Deductions Net Pay Status Actions
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Showers

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CAD - DXF Margin Tool

📐

Upload DXF File

Drag and drop your DXF file here, or click to browse

Shower Margin Profiles

Backwall Top: 1/8" | Bottom: 3/16" | Sides: 1/4"
Left Sidewall Top: 1/8" | Bottom: 3/16" | Outer: 0" | Inner: 1/2"
Right Sidewall Top: 1/8" | Bottom: 3/16" | Inner: 1/2" | Outer: 0"

Customer Details

Edit Customer

Format: (123) 456-7890

Create New Project

Edit Project

Units of Work

No units of work for this project yet.

AI Co-Pilot:

Create Invoice

No customers found
Leave blank for auto-generation
Description Quantity Unit Price Tax Rate (%) Total Actions
Subtotal: $0.00
Tax Total: $0.00
Enter 0 for no deposit, or percentage (e.g., 70 for 70%)
Deposit Amount: $0.00
Total Amount: $0.00

Create New Customer

Format: (123) 456-7890
Accepted formats: PNG, JPG, SVG. Max size: 5MB

New Shower Order

1 Select Materials
2 Review Pricing
3 Customer Info

Click and drag to rotate

Configure Shower



Shower Order Details

Project ID

-

Customer

-

Contact ID

-

Status

-

Created

-

Invoice ID

-

Invoice Status

-

Notes

-

Payment Link

Invoice Details

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