What would you like to do?
Select an option below to get started.
I Performed Installation Work
Choose this if you completed a full or partial installation today.
- • Submit materials used
- • Note work completed
- • Collect payment
- • Get photos & signature
Create a Job Ticket
Choose this if a customer requested NEW work (e.g., via phone or text).
- • Log a new opportunity
- • Enter customer details
- • Describe requested work
- • Notifies office to schedule
I Provided a Formal Estimate
Choose this if you were on-site and gave a new customer a formal quote.
- • Update CRM lead
- • Add estimate line items
- • Note customer needs
- • Set follow-up steps
This ensures every piece of work and every new opportunity is tracked correctly.