Nextphase CRM

Today’s jobs0

Open jobs0

Open invoices$0

Estimates open$0

New customer intakes

Lead inbox

0 unread

Work queue

Scheduled today

Files

Attached to today’s jobs

Estimate follow-ups

Customers to contact

0 due

Manual follow-ups

Customer and job reminders

0 due

Crew texts

Tomorrow’s assignments

Customer type

Job Stage Job Status Schedule Schedule Type

Summary

Finance overview

Range

Actual Financial Overview

Active Job Forecast

Estimate Pipeline

Income periods

Incoming money

Expenses

Expense management

Breakdown

Select a card

Alerts

Financial and operational reminders

Owner only

Private settings hidden

Face ID starts only when you press the button.

Show settings

Estimate

Pricing defaults

Your hourly wage Material markup % Subcontractor markup % Default labor burden % Default estimate note

Reminders

Maps and notices

Preferred maps app Auto reminder days before job Your reminder email

Security

Security and appearance

Appearance mode

Use Face ID

Require device authentication before showing private owner settings.

Account

Owner session

Not connected

The CRM database connection is configured by the production app. You never need to enter the Supabase URL or publishable key here.

Documents

HTML document templates

Team

Users, roles, and permissions

Materials

Saved material list

Category Subcategory Material Default qty Trade size Brand Part number Vendor Internal cost Selling price Suggested cost Suggested selling price Markup % Unit Notes

Material category Material subcategory Mounting Enclosure Main type Bus

Pricing import

Updates suggested pricing without changing approved current prices unless you choose to replace them.

Replace current cost Replace current selling price

Crews / Employees

Company employees

Subcontractors

Subcontractor profiles

Vendors

Vendor profiles and invoices

Data

Nextphase work queue

Lead inbox

Scheduled today

Attached to today’s jobs

Customers to contact

Customer and job reminders

Tomorrow’s assignments

Customers

Jobs

Calendar

Finance Dashboard

Finance overview

Actual Financial Overview

Active Job Forecast

Estimate Pipeline

Incoming money

Expense management

Select a card

Financial and operational reminders

Settings

Private settings hidden

Pricing defaults

Maps and notices

Security and appearance

Owner session

HTML document templates

Users, roles, and permissions

Saved material list

Company employees

Subcontractor profiles

Vendor profiles and invoices

Local app data

Owner sign in

Choose your permanent password

Set your new password

Lead inbox

Scheduled today

Attached to today’s jobs

Customers to contact

Customer and job reminders

Tomorrow’s assignments

Month

Finance overview

Actual Financial Overview

Active Job Forecast

Estimate Pipeline

Incoming money

Expense management

Select a card

Financial and operational reminders

Private settings hidden

Pricing defaults

Maps and notices

Security and appearance

Owner session

HTML document templates

Users, roles, and permissions

Saved material list

Company employees

Subcontractor profiles

Vendor profiles and invoices

Local app data