Dashboard
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Tasks 0
Recent Activity 0
Leads
Inbound survey requests awaiting qualification
All Leads
Proposals
Drafts, sent, and out for signature
Proposals
Projects
Active and completed surveying engagements
Projects
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Project Name
Overview
Cost Estimate
Stage
Location
No location set — click the map to drop a pin.
Click to drop · drag to nudge · auto-saves
Contact
Checklist
Proposal Document
PSA Document
Change Orders
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Written Authorization
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Documents
Files up to ~1 MB are stored locally and downloadable later. Larger files keep just the metadata until the server backend is built.
Deliverables
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Client Engagement
Audit log
Communications
click to edit · next available number is shown by default
New Proposal
Template
Client
Location
Survey
The estimated fee is set on the proposal page using the cost estimate tool — labor lines, expenses, and target margin.
Notes
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Cost Estimate
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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.
YYNNN
Client name
Reports
Funnel, aging, revenue, cycle time — and the monthly bulk closeout tool.
Time
Log hours, track capacity, and schedule the field.
Map
Proposals and active projects across central Michigan
0 deals need a location:
Proposal
Project (active)
Project (delivered)
Click a pin for details
E-Sign Queue
PSAs in flight at sign.njrlandsurveying.com (Docuseal)
Clients
Everyone you've ever worked with — past, present, and prospective.
All Clients
CL-XXX
Client
Overview
Contacts
Notes
Auto-saves on blurCommunications
Lifetime totals
Deals
QuickBooks
Settings
Server sync, integrations, defaults
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.
Google Calendar
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When you assign a field week to a project, Traverse blocks that week on the selected calendar (multi-day all-day event). Rescheduling updates the event; losing/closing the project deletes it. Uses the same Google OAuth as Gmail — if the calendar list is empty, click Disconnect + Connect under Gmail above to grant the new scope.
QuickBooks Online
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Connect to QuickBooks Online so the CRM can sync clients as Customers and auto-create the 50% retainer invoice when a PSA is countersigned. One-time setup of an Intuit Developer app — see
QBO_SETUP.md. Starts in sandbox mode (test company) by default; flip to production by changing QBO_ENVIRONMENT in .env.
Docuseal (e-signing)
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Upload PSA .docx files at sign.njrlandsurveying.com/templates, then paste each template's numeric ID here. These IDs are used when Send PSA is clicked on a proposal. Required fields to tag in each template:
client_name, effective_date, total_fee, retainer_amount, client_sig, njr_sig (and client_title, liability_cap for Commercial).
Quo (OpenPhone)
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Connect OpenPhone so the CRM routes outbound calls & texts through your business number, and inbound calls from unknown numbers auto-create a lead stub. Generate an API key at OpenPhone → Settings → API, then paste it below.
AI Phone Receptionist
Answers missed and overflow calls on your Twilio line, takes a message or qualifies the lead, and files it here with a text and email. Manage the greeting, voice, script, and mode, and review the calls it has handled.
Billing rates
Standard rates used by the estimate task picker. Per-client overrides live on each contact's record (e.g., Consumers Energy's MSA rates). When a proposal is accepted, the effective rate sheet at that moment is snapshotted onto the deal so historical estimates don't move when rates change.
Workload capacity
Powers the Workload tab. Used to estimate weeks of work ahead from the sum of
budget_hours on incomplete project tasks. Set both to 0 to hide the weeks-of-capacity rows on the Workload page.
Automations
Trigger-based workflows (proposal follow-ups, retainer onboarding) plus the onboarding checklists clients see in their portal and the retainer email.
Phase checklists
Per-phase task checklists (Research, Field, CAD, QA/QC, Delivery, Invoice/Closeout), configurable per project type. A project cannot advance out of a phase until its checklist is done or marked N/A.
Stage task templates
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Consultation booking
When ON, the intake form shows a "Book a consultation" nudge to clients requesting ALTA/NSPS Survey, Land Division, Line Adjustment Survey, Easement Survey, Legal Description Preparation, or Boundary Survey – Not Sure / Need Guidance. OFF by default — toggle on when you have capacity.
Project Folders
When a proposal is Accepted and the project record is spawned, Traverse copies the template folder to
{root}\{ID} {ProjectName} on the file server. The project page then shows a clickable link to that folder. Both paths must be reachable from the machine running this server — typically the same Windows box, with UNC paths to a mapped share. Leave blank to disable auto-creation; the manual + Create project folder button on the project page will then also be disabled.
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.
Coming next
More integrations
Docuseal URL · auto-sign threshold · Stripe keys.
Email templates
Subject + body for every email the CRM sends — lead confirmation, follow-ups, review request. Variables in
{{double-braces}} substitute at send time.
Project type templates
Default task lists for each project type — CS (Construction Staking), LD (Land Division), PLA (Property Line Adjustment), TS (Topographic Survey). Edits apply to future projects only; existing projects keep the task list they were spawned with.