Dashboard
Pipeline
Estimates
Estimate builder
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Draft
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AI
Estimate Agent
Add 2 camera ops for 3 days at 62
Duplicate Day 1 as Day 2
Add a 10-hour grip package to Equipment
Add a post section with 40 hours editing
What's my profit margin?
Client & Job Info
Payment schedule
QBO:
Not pushed
Internal notes
Client message (shown on estimate)
Internal financials — never shown to client
%
Jobs
Accepted productions by stage
Pre-Production
Shoot
Post
Delivered
Vendor Invoices
Crew & vendor invoices — received vs. outstanding, checked against the estimate
Invoices
Invoiced & paid estimates
Job Reservation Status
Crew & equipment availability by job
Crew
Not contacted
Reaching out
Confirmed
Declined
Equipment
Requested
Unavailable
Click a pill to cycle · shift-click to reverse
Post-Production
Editing tracker — every estimate with editing in scope
Crew & Vendors
Referrals
Who sends you business — billed & profit per referrer
Top referral sources
All referrals
Catalog
Standard rates — edit inline
| T | Name ↕ | Description | Source | Unit | Qty owned | My cost | Base rate ↕ | Total rate |
|---|
Rentals
Online rental requests, gear scanning & your storefront customers
Incoming requests from your public storefront — confirm availability & pricing, then Approve, Quote, or Decline. New customer sign-ups awaiting approval show up here too.
Store Settings
Your rental storefront — equipment, crew & website controls
Pick which gear shows on the public rental storefront — checked gear is listed at its day rate. Add a photo and a short store description so it looks good to renters. Crew are on the Crew Manager tab; open/close the store & set terms on the Website tab.
Equipment
Internal gear — insurance & asset tracking. Add gear here or flag existing Catalog items as Internal.
| Name | Description | Category | Day rate | Manufacturer | Model # | Qty owned | Ins. value | Status |
|---|
Vendors
Equipment and service vendors
Templates
Reusable estimate structures, messages, and outreach copy — all in one place.
Financials
Revenue, profit, margins, conversion & cash flow
Revenue & profit by month
Cash flow — next 30/60/90 days
Most profitable clients
Avg estimate size trend
Conversion rate by month
Pipeline — open estimates by stage
Profit by month — year over year
Reports
Business performance at a glance
Call Sheets
Generated from accepted estimates
No call sheets yet.
Email History
All outbound communications
Settings
Users, company info, QBO, notifications
Trash
Deleted estimates are kept here for 7 days, then permanently removed
Audit Log
Full change history