Dashboard
Overview of leads, appointments, estimates, and active curbing jobs.
Starting
+ Customer
+ Appointment
+ Estimate
Add Customer
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Customer Name
Phone
Email
Address
City
Lead Source
Referral
Facebook
Google
Website
Yard Sign
Builder
Repeat Customer
Other
Preferred Curb/Service
Sales Status
Gate / HOA / Property Notes
Property Warnings
Save Customer
Delete
Add Follow-Up
Close
Customer
Due Date
Type
Estimate Follow-Up
Deposit Reminder
Schedule Install
Review Request
Warranty Follow-Up
Referral Ask
General Task
Status
Open
Done
Snoozed
Task / Note
Save Follow-Up
Delete
Add Appointment
Close
Customer
Type
Estimate Visit
Layout Review
Install
Follow Up
Repair/Warranty
Final Walkthrough
Payment Pickup
Date
Time
Assigned To
Status
Scheduled
Confirmed
Completed
Rescheduled
Cancelled
Notes
Save Appointment
Delete
Job Details
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Customer
Status
Crew
Install Date
Linear Feet
Curb Profile
Color
Stamp/Pattern
Total
Deposit Paid
Balance Due
Payment Status
Not Requested
Deposit Requested
Deposit Paid
Balance Due
Paid in Full
Past Due
Site / Crew Notes
Material Notes
Completion Checklist
Save Job
Delete
Add Change Order
Close
Job
Status
Draft
Customer Approved
Added to Invoice
Declined
Added Linear Feet
Added Amount
Approved Date
Requested By
Description
Internal Notes
Save Change Order
Delete
Add Message Template
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Template Name
Category
Estimate
Scheduling
Payment
Install
Review
Warranty
General
Message
Save Template
Delete