Dashboard
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Proposals Pipeline
Projects Pipeline
Leads
Inbound survey requests awaiting qualification
All Leads
Proposals
Drafts, sent, and out for signature
All Proposals
Projects
Active and completed surveying engagements
All Projects
NJR-XXXX
Client
Overview
Cost Estimate
Client Engagement
Communications
Stage
Proposal Document
Contact
Documents
Files up to ~1 MB are stored locally and downloadable later. Larger files keep just the metadata until the server backend is built.
Invoicing
click to edit · next available number is shown by default
New Proposal
Client
Location
Survey
The estimated fee is set on the proposal page using the cost estimate tool — labor lines, expenses, and target margin.
Notes
NJR-XXXX
Cost Estimate
—
Margin
Expenses
Totals
Labor categories pulled from your rate schedule. Future: synced live from QuickBooks Online Services (roadmap #15) so changes there flow through automatically.
Map
Proposals and active projects across central Michigan
Proposal
Project (active)
Project (delivered)
Click a pin for details
E-Sign Queue
PSAs in flight at sign.njrlandsurveying.com (Docuseal)
Coming next
E-Sign queue view
Step-by-step workflow for each PSA out for signature. Wires up once Docuseal is deployed.
Clients
Auto-populated from your deals
Coming next
Clients view
Initials avatars, contact info, deal count, client type. Click a client to see all their work.
Settings
Server sync, integrations, defaults
Server & data
Push localStorage data: sends every deal in your browser's localStorage to the server (skips ids that already exist on the server). One-time migration after running the server for the first time.
Seed server with demo data: pushes the 12 baked-in demo deals (Pollok, Henderson, Lakeside, etc.) so you can verify the full workflow without manual data entry.
Refresh from server: reloads the in-memory cache from the database. Run after editing the SQLite file directly or syncing from another machine.
Seed server with demo data: pushes the 12 baked-in demo deals (Pollok, Henderson, Lakeside, etc.) so you can verify the full workflow without manual data entry.
Refresh from server: reloads the in-memory cache from the database. Run after editing the SQLite file directly or syncing from another machine.
Gmail
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Connect your Gmail to send emails directly through the CRM. Sends go through Google's Gmail API, land in your Sent folder, and auto-log to the deal's communications timeline. One-time setup of an OAuth client in Google Cloud Console — see
GMAIL_SETUP.md in your project folder.
Coming next
Firm details, integrations, defaults
Docuseal URL · auto-sign threshold · QuickBooks connect · Stripe keys.