IslandCRM
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Pipeline
All Leads
0New
0Contacted
0Quoted
0Booked
0Won
0Lost
0Tools
👥Contacts
0📣Broadcasts
📄Quotes
🔨Jobs
💰Job Costing
⏱️Time Tracking
🔗Client Portal
📈Reports
⚙️Settings
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Pro Plan
All Leads
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0
Total
0
Quoted
0%
Win Rate
$0
Revenue
👥 Contacts
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Name
Phone
Email
Actions
📣 Broadcasts
Send a message to multiple leads at once
📈 Reports
Your business analytics
Pipeline Funnel
Lead Sources
📄 Quotes
Create and track quotes → convert to jobs → invoice on completion
0
Draft
0
Sent
0
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
$0
Total Revenue
$0
Total Costs
0%
Avg Margin
Log Job Cost
⏱️ Time Tracking
Clock in/out per job to see hours spent and labor costs
0h 0m
Today
0h
This Week
0h
This Month
🟢 Currently clocked in
🔗 Client Portal
Share a link so clients can approve quotes, view jobs, and pay invoices
Your Client Portal Link
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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
⚙️ Settings
Your business configuration
Business Info
Account
Plan:
Trial ends:
Custom Fields
📊 QuickBooks Export
Export all won jobs as a CSV compatible with QuickBooks invoicing.