In View CRM

In View CRM

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CRM

Not Connected

🔔 Needs Attention

📊 Pipeline Value

⚡ Quick Actions

Tap any card to open

🔍

Pipeline Stage

All

🔵 Lead

🟡 Quoted

🟣 Scheduled

🟢 Completed

⚫ Recurring

Client Type

All Types

🏠 Residential

🏢 Commercial

⛵ Cottage

🍂 Gutters

🏗️ Post-Con

✨ Bundle

Recurrence

All

🔁 Recurring Clients

1️⃣ One-Off Jobs

🔔 Needs Follow-up

County

All Counties

📍 Grey County

📍 Bruce County

📍 Simcoe County

Town / Community

All Towns

Job Value

Any Value

Under $150

$150–$300

$300+

Sort By

Newest First

Oldest First

Highest Value

Lowest Value

A → Z

0 customers

AI Automations

Template Preview

Supabase Connection

App Settings

In View CRM v2.0 · PWA + Supabase
Service Worker: Checking...

This Week

Sun

Mon

Tue

Wed

Thu

Fri

Sat

All Upcoming

Monthly Forecast

Gross

$0

Net (after expenses)

$0

$0

Net/mo

0

Jobs/wk

$0

Eff. $/hr

Adjust Job Mix — tap to edit

💸 Monthly Expenses

$800

📊 Historical Performance

actual vs projected

📊 12-Month Projection

tap a month to override

Pipeline Stage

Details

AI Actions

Visit Log

📅 Calendar

Activity History

✏️ Edit Contact

Update details for this customer

First Name *

Last Name

Phone *

Email

Service

Address / Location

Last Visit Date

Updates the most recent visit entry. If no visits yet, creates a new one.

📅 Book the Job

Set the date and time before scheduling

Date *

Start Time *

Est. Duration

Recurrence

Recurring jobs auto-populate into your schedule and calendar invites.

End date leave blank to keep recurring forever

Confirmed Job Value ($)

Job Notes (what to bring / remember)

Booking Summary

📅 Add to your Google Calendar

Open Google Calendar

Tap to add this job — then come back and confirm

Log a Visit

Recording visit details

Date of Visit *

Work Completed *

Amount Collected ($)

Payment Method

Condition on Arrival

Site Notes (for next visit)

Customer Satisfaction

😄 Excellent

🙂 Happy

😐 Neutral

😕 Concern

Next Visit Due

Add Customer

From booking form or new enquiry

First Name *

Last Name

Phone *

Email

Service

Location

Est. Value ($)

Preferred Date

Notes

Stage

🤖

Generating...

AI-personalised message

⟳

Writing your message...

Settings

✍️ Message Templates

Edit the fallback text used for each automated message. Placeholders fill in when sent: {name}, {service}, {location}, {value}, {date}, {reviewLink}, {phone}.