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Active Jobs
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In pipeline
Pipeline Value
$0
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Monthly Revenue
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New Leads
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Recent Activity
Follow-ups Due
Builders Glass of Bonita
Southwest Florida's oldest glass company. Creative glass solutions for the design-minded client since 1982.
Shower Enclosures
Wine Cellars
Antique Mirror
Back-Painted Glass
Custom Mirrors
Room Partitions
Coming in v2
What's Next
Features in development — feedback welcome
Email from CRM
Send quotes & reminders without leaving the system
Click to Call
Tap any phone number to dial instantly on mobile
Text Customers
Send appointment reminders & updates via SMS
Photo Uploads
Attach measurement photos & finished job pics
Quote Calculator
Square footage × price = instant quote
Calendar View
See all scheduled jobs at a glance
Smart Reminders
Auto-alerts for overdue follow-ups
Custom Tags
VIP, Designer, Contractor & more
Reports
Revenue by month, job type, referral source
Wally AI Assistant
Auto-summarize history & draft follow-ups
Got an idea? Tell Austin and it'll appear in the next update.
Customers
0 records
| Customer | Job Type | Phone | Status | Amount | Next Action |
|---|
Pipeline
Drag customers between stages
Follow-ups
All scheduled customer actions
| Customer | Next Action | Due Date | Status | Job Type |
|---|
Export
Download for QuickBooks, Clover, or backup
Export Options
CSV files import directly into QuickBooks, Clover, Excel, or Google Sheets.
Backup & Restore
Full JSON backup of all customer data. Restore at any time.
Settings
Manage users, business info, and access
Business Information
Updates appear on exports and reports
Access Code
Required to enter the system. Share only with staff.
⚠ Share this code with all staff. Anyone without it cannot access the CRM.
Default Job Types
Available job types appear in the New Customer form
Users
Staff members who can sign in. Each gets attribution on notes and activity.
| Initials | Name | Role | Actions |
|---|
Danger Zone
Irreversible actions. Backup your data first.