Pipeline by Status
Upcoming & Overdue
Recent Activity
| Project # | Customer | Roof Type | Status | Value | PM | Start | End |
|---|
| Doc # | Type | Project | Related Staff | Date | Status |
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| Invoice # | Project / Customer | Net | VAT | Total | Paid | Balance | Due | Status |
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Pending Account Requests
New team members who sign up need to be approved by an Owner or Manager before they can access the CRM. Choose their access level, then approve or reject.
| Name | Requested | Access Level |
|---|
Team Access
Control what each logged-in team member can do. Owner: full access, including managing this list. Manager: can manage projects, documents, invoices, and the price list, but not staff records or team access. Staff: can only see and work on the projects (and their documents/invoices) they've been assigned to below.
| Name | Access Level | Status | Assigned Projects | Joined |
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