Today
Pipeline + Design Vault
Saved
Recent history
Latest CRM activity
Sales pipeline
Active opportunities
Design decisions
Selections Pending
Plans through construction
Design status by active project
Clients / households
People
Scope-of-work narrative
Project
Scope narrative
Agreement generator
Project
Agreement
Selection sheet
Project
Master selections
Paint schedule
Room-by-room paint selections
| Area | Color | Finish | Notes | Picture |
|---|
Door schedule
Doors, hardware, and handing
| Location | Note / hardware | Door styles | Material type | Door type | Thickness | Back set | Lock type | Handing | Latch edge | Hinge size | # hinges | Picture | Notes |
|---|
CRM data
Working files
Client-facing
Selection outputs
Portable data
Export
Restore