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.

Messages

Referrals from Home Well Kept

When the handyman crew flags a roof issue, they copy a referral packet from their CRM. Paste it below — it becomes a Pipeline card automatically.

Company profiles

Referral partners, property managers, insurance agents, builders. Link a lead to a company from its Details view.

Analytics

High-level view of this unit. Estimated values come from each lead's Details → Est. value field.