Live from the pipeline. A quick gut-check, not the books. Solid projections live in QuickBooks.
The branded intake form. Creates the contact, the project, and a photo folder in one go.
Start intakeAdd an agent or client straight into the Contacts directory.
New contactFurniture and inventory of record. Photos, notes, and project check-in / out.
Open Staging AssistantInvoicing and books. Deposit and balance invoices, payment links, all reporting.
Open QuickBooksBuild the full proposal and agreement as a Word doc, ready to send.
OpenGenerate occupied-staging and change addenda.
OpenThe on-site consultation checklist.
OpenPrice the labor for install and destage.
OpenCrew logs hours and reimbursements by project, up to a week at a time.
OpenDay, week, and month calendar. Claim shifts right from the calendar.
OpenSee the schedule and claim the shifts you can work.
OpenKaren posts a shift and its seats. Watch the roster fill.
OpenSet rates, review submissions, roll up cost by project, export. Password protected.
OpenAll 13 client message templates, grouped by stage. Copy, merge the details, send.
Open