☰
Dashboard
Pipeline
Contacts
Schedule
Team
Job
Light
+ New Job
Dashboard
Pipeline
Contacts
Schedule
Team
Log Out
Pipeline Health
View Board →
Quick Actions
New Job
Add to pipeline
Pipeline
Full board view
Flagged
Priority items
Contractors
Contractor jobs only
Backup
Download all data
Restore
Import a backup
Flagged Jobs
Follow-Up Alerts
5+ days no movement
Bids
Schedule
Full Schedule →
‹
›
Field Measure
Install
Revenue & Payments
Pipeline by Stage Value
Recent Activity
All
Homeowner
Contractor
Other
Flagged
📏 Field Measure Schedule
🔧 Installation Schedule
‹ Prev
Today
Next ›
Month
Week
In Production
Field Measure
Install
SDK Team
+ Add Member
Add Team Member
x
Full Name *
Role
Crew
Admin
Cancel
Save
All
Homeowners
Contractors
Other
+ New Contact
New Job
Open Job →
×
Client Info
Client Name *
Project Name
(optional)
Client Type
Homeowner
Contractor
Other
Builder / Company Name
Contact Email
Contact Phone
Billing / Home Address
Project Address
Job Details
Job Type
Shower Glass
Mirror
Wine Cellar
Steam Unit
Sauna Glass
Rail Glass
Multiple
Other
Assigned To
Christopher
Eric
Tracey / Karen
Tom
Quote Amount ($)
(optional override)
Deposit Amount ($)
Field Measure Date
Install Date
Install Crew
— Unassigned —
Jaime + Thomas
Eric + John
Jaime + Eric
Thomas + John
TBD
Pipeline Stage
New Inquiry
Quote Sent
Measure Scheduled
Shop Drawing Sent
Approved by Client
In Production
Ready for Install
Install Scheduled
Installed
Final Invoice Sent
Paid / Closed
Materials & Status
Glass Ordered
Hardware Ordered
Deposit Received
Flag for Attention
Notes
Delete
Cancel
Save & Open Job
↓ Download
↗ Open
✕ Close
‹
›
Add to Schedule
x
+
New Job
Create a new job and add it to the schedule simultaneously
🔍
Existing Job
Find a job already in the pipeline and schedule it
Client Name *
Project Name
(optional)
Client Type
Homeowner
Builder
Contractor
Referral
Job Type
Shower Glass
Mirror
Wine Cellar
Steam Unit
Sauna Glass
Rail Glass
Other
Contact Phone
Contact Email
Project Address
Builder / Company
Assign Crew Members
Back
Add to Schedule
Back
Schedule Job