CRM Tools

Invoices, quotations & job tracking

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CRM Dashboard
View all clients, invoices, jobs and progress. Search and filter everything in one place.
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Cleaning Services Invoice Generator
Jetting, suction, facade cleaning and general invoices/quotations.
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Subcontractor Purchase Order
Issue work orders to subcontractors — site, dates, scope and what you're paying them. Client pricing never shown.
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Scan a Receipt
Upload or photograph a receipt — AI reads the vendor, date, and amount. Opens straight to the Expenses tab in the Dashboard.