IslandCRM Dashboard

IslandCRM

Pipeline

All Leads

New

Contacted

Quoted

Booked

Won

Lost

Tools

👥Contacts

📣Broadcasts

📄Quotes

🔨Jobs

💰Job Costing

⏱️Time Tracking

🔗Client Portal

📅Calendar

📈Reports

💳Billing

⚙️Settings

Dark Glass

✓

Midnight

Light Pro

Pro Plan

All Leads

Total Leads

Quoted

Win Rate

Revenue

👥 Contacts

Name

Phone

Actions

📣 Broadcasts

Send a message to multiple leads at once

Channel

Filter by Stage

Message (use {name} to personalize)

📅 Calendar

📅 New Estimate

Client Name *

Date *

Start

End

Property Address

Project Type

Notes

📈 Reports

Your business analytics

Pipeline Funnel

Lead Sources

📄 Quotes

Create and track quotes → convert to jobs → invoice on completion

Draft

Sent

Accepted

No quotes yet. Create your first quote to get started.

🔨 Jobs

Active and scheduled jobs with checklists and time tracking

No active jobs. Convert a quote or create a new job.

💰 Job Costing

Track materials + labor per job to see your actual profit margin

Total Revenue

Total Costs

Avg Margin

Log Job Cost

Job / Lead Name

Revenue $

Materials $

Labor $

⏱️ Time Tracking

Clock in/out per job to see hours spent and labor costs

0h 0m

Today

This Week

This Month

🟢 Currently clocked in

🔗 Client Portal

Share a link so clients can approve quotes, view jobs, and pay invoices

Your Client Portal Link

Share this link with customers. They can view their quote, sign the service agreement, and pay their invoice — all without creating an account.

What clients can do:

✓ View their quote and approve it

✓ Sign the service agreement digitally

✓ View scheduled job details

✓ Pay their invoice via Square

✓ Leave a review

📧 Email portal link to a client

💳 Billing

Current Plan

—

Next billing date

—

Billing email

—

Payment Method

No payment method on file

Payment History

Last 20 transactions

ID	Date	Description	Amount	Status
No payment history yet

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⚙️ Settings

Your business configuration

Business Info

Business Name

Business Phone

Services Offered

Service Area

Account

Plan:

Trial ends:

Custom Fields

📊 QuickBooks Export

Export all won jobs as a CSV compatible with QuickBooks invoicing.