Welcome to Your CRM

Let's get you set up with everything you need to manage leads, schedule jobs, and grow your business.

Setup Progress

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What to configure:

  • •Business name and tagline
  • •Phone number & email
  • •Service address & locations
  • •Operating hours (weekday, weekend, emergency)
  • •License & insurance information

Pro Tip:

You don't need to complete everything right now. We've set up defaults for you. You can update these settings anytime in the Settings panel.

INCLUDED IN YOUR CRM:

📞 Lead capture & management

🔧 Job scheduling & dispatch

💰 Invoicing & payments

✉️ Automated communications

📊 Business analytics

👥 Team collaboration