Business Overview

User Role

Total Leads

Active / Contacted

Needs Proposal

Approved

Filters:

Project Pipeline

Date	Name	Service	Stage	Urgency
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AI Assistant

Hello Josh! I'm your back-office manager. I can filter your jobs by status. Try asking "Show me all jobs that need a proposal".

Estimate Builder

Generate, Edit, and Send Estimates

Status:

Last Follow-up: Never

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Client Name

Phone

Address

Date

Nov 28, 2025

Description	Qty	Unit Price	Total

Subtotal $0.00

Total $0.00

Materials Responsibility:

Clients are responsible for purchasing all "choice" items (flooring, fixtures, paint colors). We supply basic construction materials (fasteners, mud, caulk, plumbing basics). A $45 store pickup fee applies for any large client materials we transport.

Active Estimates & Projects

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Date	Client	Status	Action
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Estimate History

Select a client to view history.

ID	Date	Status	Total
No history loaded.

Project Finances

Track invoices, expenses, and profitability.

Select Project

Total Invoiced

$0.00

Collected

$0.00

Expenses (Est)

$0.00

Material & Labor

Net Profit

$0.00

Invoice History

Inv #	Date	Amount	Status
Select a client to view invoices.

Expenses & Labor

Date	Type	Desc	Cost
No expenses recorded yet.

Generate Invoice

Create a payment request for this project.

Bill To:

Client Name

Total Estimate: $0.00

Invoice Type

Invoice Amount

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Includes Line Items:

Item	Total

Policy Reminder: Client buys finish materials; We provide install supplies. $45 fee applies for pickups.

HandyAI Admin

Schedule & Calendar

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Estimate Builder

Active Estimates & Projects

Estimate History

Project Finances

Add Change Order

Generate Invoice

Includes Line Items: