Today
Pipeline + Design Vault
Saved
Recent history
Latest CRM activity
Sales pipeline
Active opportunities
Design decisions
Selections needing attention
Plans through construction
Design status by active project
After CA signed
Projects in progress
Accounts
Clients / households
Contacts
People
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