Quote Manager
Manage architectural quotes and generate professional PDFs. View existing quotes, edit details, and create new estimates.
Manage QuotesContact Manager
Manage customer contacts with automated sync to Xero. Create, edit, and organize your business relationships.
Manage ContactsOpportunities Pipeline
Track opportunities through your sales pipeline with color-coded stages and project phases.
View PipelineAnalytics Dashboard
View business metrics, quote performance insights, and customer analytics to track growth and identify trends.
View AnalyticsInvoices
View and manage invoices synced from Xero. Track payment status and link invoices to quotes and opportunities.
View Invoices