Sales workspace
Dashboard
This week
Pipeline overview
Current job stages
Revenue overview
Won revenue trend
Upcoming tasks
Rep reminders
Lead sources
Lead mix
Jobs by type
Work categories
Project status
Active projects
Recent activity
Latest updates
Today
Schedule
Sales leaderboard
Representative performance
| Rank | Sales Representative | Closed Jobs | Closed Job Value | Avg. Job Value |
|---|
Lead center
Open sales opportunities
Sales playbook
Turn every lead into a confident next step
Follow the path, complete the stage gate, and never wonder what comes next.
People
Leads and customers
| Name | Type | Status | Sales Rep | Contact | Total Job Value |
|---|
Jobs
All client jobs
| Job | Client | Job Status | Sales Rep | Value | Address |
|---|
Projects
Active job production
Lead page
Lead Detail
Upper admin
Profit and cost tracking
Documents
Files for this lead
Estimate workspace
Create, review, and send
Focus on one estimate at a time. The customer-facing layout and PDF remain unchanged.
New estimate
Choose a lead and job
Estimate history
Saved estimates
Live preview
Updates as you type
Tasks
All reminders
Invoices
Estimate billing queue
Reviews
Customer follow-up
Reports
Sales performance
Company library
Blank contracts and sample estimates
Calendar
Create rep task
Tasks
Rep reminders
All tasks
Business profile
Estimate sender details
CRM Settings
Document Categories
Configure the folders shown automatically on every lead. Drag rows to change their display order.