Booking pipeline
Import a data export from the website dashboard (Download data export) to load bookings. Members sort first in every column.
Customers
One row per person, combined from memberships and bookings. Notes save automatically.
Schedule & dispatch
Every CONFIRMED booking appears here automatically, grouped by day. Type a worker's name next to each job, then hit the send button to text them their day. (Nothing here yet? Confirm bookings on the Pipeline tab first.)
Team calendar
7am–7pm working window. Solid = confirmed, faded/dashed = requested (not yet confirmed). Empty space = open capacity. Colors = workers.
Leads & messages
Roof referrals → Nailed It Roofing
Flag a roof issue from any pipeline card. Copy the referral packet and paste it into the Nailed It CRM (roofing is Austin + NWA — NWA packets go to Nailed It Roofing NWA).