Total Customers
248
+12 this month
👥
Screenroom Business CRM
Manage leads, estimates, invoices, and jobs from one clean dashboard.
This starter layout is built to match your CSS exactly so you can start with a polished front end first, then connect MySQL later for your Windows IIS deployment.
Month-to-date sales
$42,860
Jobs on schedule
91%
Open Estimates
18
5 need follow-up
🧾
Pending Estimates
11
$84,300 in pending work
📋
Projected Revenue
$126,450
Next 30 days
💰
Quick Actions
Jump into the most common tasks.
Recent Leads
New opportunities that need attention.
Mark Ellison
Fairhope
New Lead
Lisa Moreno
Daphne
Estimate Needed
Chris Walker
Spanish Fort
Site Visit Set
Angela Reed
Gulf Shores
Follow Up
Job Pipeline
Track where work is moving in the business.
New Leads
24
Estimates Sent
18
Estimates Awaiting Approval
11
Scheduled Jobs
9
Completed This Month
14
Today’s Schedule
Site visits, installs, and reminders.
9:00 AM
Site visit - Ellison residence
Measure pool enclosure and inspect frame condition.
11:30 AM
Estimate review call - Moreno
Discuss upgraded roof panel option and timeline.
2:00 PM
Install start - Walker project
Crew 2 assigned for aluminum repair and rescreen work.
4:30 PM
Deposit follow-up
Confirm payment before placing material order.
Business Snapshot
At-a-glance office numbers.
Calls awaiting return
6
Jobs scheduled this week
9
Crews active today
3
Outstanding balances
$18,720
Starter Notes
This is ready to expand into a full CRM.
Next page
Customers
Then
Estimates
Then
Invoices