Admin Panel

Overview

Dashboard Analytics Revenue Job P&L

Operations

Job Pipeline Estimates Manual Invoices Claims Inspections Photos

Finance

Expenses Subcontractors Mileage Log P&L Report Cash Flow Tax Prep Bank Connect Campaign ROI

Leads & CRM

Leads Customers

Communications

Outreach

Storm Dashboard Campaign Manager Lead Gen Pro Forma Storm ROI Storm Prospects Business Outreach Campaign Sender Email Templates Review Requests Automation

System

Pricing / Line Items Product Docs Doc Packets Settings

Document Packets

Pre-project & post-project documents sent with estimates and invoices