Hub
00:00:00
Annual Revenue
View Finances →
0
Jobs Booked
0
Open Leads
0
Quotes Pending
0
Google Reviews
0
Overdue Follow-ups
Revenue vs Goal
Pipeline Health
Jobs This Month
FB Groups This Week
0
Goal: 5/week
Today's Schedule
Open Calendar →
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Email Quick Actions
Open Gmail →
Updates & Follow-Ups
Client Map
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Pipeline Snapshot
Revenue
Quick Client Search
Recent Activity
Quick Actions
⏱ Time Tracking
Today's Jobs
Upcoming This Week
Today's Actions
Needs Review Request
Revenue Tracking
Data Backup & Transfer
Storage usage exceeds 80%. Consider downloading a backup.
Export saves every tab, every record, every setting into one
Import restores that file into any browser — send the HTML + this file to anyone.
.json file.Import restores that file into any browser — send the HTML + this file to anyone.
Calculating...
Data Handoff (Readable Backup)
Data Handoff generates a human-readable Markdown document with ALL CRM data organized by entity type.
Use it to rebuild the entire system from scratch, audit data, or share a complete snapshot with another agent.
Import Handoff parses a previously exported handoff file and restores all data to localStorage + Supabase.
Use it to rebuild the entire system from scratch, audit data, or share a complete snapshot with another agent.
Import Handoff parses a previously exported handoff file and restores all data to localStorage + Supabase.
Contacts
Select a contact to view details.
Sales Pipeline
Products & Services
Service Catalog
Price Sheet
Change Orders
Change Orders
Job Lists
All Jobs
Jobs Pipeline
Work Orders
Work Orders
Appointments & Calendar
📅 Upcoming (Google Calendar)
Connect Google Calendar in Settings to see your schedule here.
Incoming Requests
Request Stats
Tasks
Today's Tasks
Upcoming / Scheduled
✅ Completed Tasks
0 completed
Invoices
Total Invoices
0
Unpaid
0
Total Amount
$0
Outstanding Balance
$0
| Status ▼ | Customer ▼ | Address ▼ | Type | Invoice ▼ | Amount ▼ | Paid ▼ | Balance ▼ | Date ▼ | Actions |
|---|
Tiered Invoice Builder
Build Good / Better / Best options.
Proposals
Proposals
Proposal Templates
PDF Vault
Document Storage
📄
Drag & drop files here or click to upload
Production Rates / Finances
Revenue Overview
Revenue by Month
Year-over-Year Comparison
Add Revenue Entry
Add Expense
Financial Summary
Tax Estimator (SE Tax ~15.3% + Est Income Tax)
Transaction Log
Metrics
Revenue & Wins
💰Sales
Total Revenue Collected
✅Jobs Won
Payments Received
📊Avg Job Size
Average Per Payment
Conversions & Volume
Closing Ratio
Proposals Accepted / Sent
Repeat Rate
Returning Clients
Active Clients
Unique Paying Clients
Sales By Payment Method
Revenue by payment method for the selected period.
Sales By Client
Revenue broken down by client for the selected period.
Monthly Revenue
Revenue trend by month.
Sales By Category
Revenue by service category for the selected period.
Key Insights
Marketing Activity
Activity Log
Active Campaigns
Blast
Send a Blast
Blast History
Drip Sequences
Automated Drip Sequences
Design multi-step follow-up sequences triggered by events.
Review Requests
Reviews This Month
Request History
Send Review Request
Tip: Set your Google Place ID in Settings to include a direct review link.
Facebook Groups Tracker
Track your #1 free lead generation channel. Log posts, track approvals, monitor leads from each group.
Groups Active
0
Posts This Month
0
Leads Generated
0
Weekly Posting Goal
Goal:
Manage Groups
Log a Post
Log a Lead from FB
Post History
Leads from FB Groups
Group Performance
Posts, approvals, and leads per group.
Sync & Export
🤖
AI Post Generation — Coming Soon
Connect your Claude API key in Settings to generate posts through the Marketing agent directly in the CRM.
Academy
Your SOPs
Job Walkthrough Checklist
1. Arrive 5 min early. 2. Walk full scope with customer. 3. Photos of everything. 4. Written scope before leaving. 5. Send quote within 24hrs.
Invoicing Process
1. Create invoice same day job completes. 2. Send via email + text. 3. Follow up at 3 days if unpaid. 4. Second follow up at 7 days. 5. Call at 14 days.
Customer Follow-Up
1. Thank-you text day of completion. 2. Request Google review at 3 days. 3. Check-in at 30 days. 4. Seasonal outreach at 90 days.
Pricing a Job
Labor: $65/hr. Materials: cost + 30% markup. Minimum job: $150. Travel over 15mi: add drive time at hourly rate. Always quote a range, not a single number.
Before Leaving a Job Site
1. Clean up all debris. 2. Walk the work with customer. 3. Take after photos. 4. Get verbal approval. 5. Confirm payment method. 6. Ask for referral.
Business Resources
Trade Resources
Quote AI
🧠 Photo-to-Quote
Upload a job site photo and AI will analyze it, estimate materials and labor, and generate a structured quote.
Quote History
📷 Job Photos
Photo Gallery
✍ AI Content Generator
Generate Marketing Content
Upload a job photo or describe the work — AI generates ready-to-post content in your voice.
Content History
Automations
Automation Rules
Create rules that trigger actions automatically when events happen in your CRM.
Execution Log
AI Assistant
Map
📍 Client Map
All customers with addresses. Green = has jobs. Blue = prospect. Gold circle = 15mi service area.
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🗺️ Canvassing Map
Tap the map to drop pins on houses you've visited. Track who's receptive, who needs follow-up, and who to avoid. Plan walking routes with outbound and return paths.
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📊 Canvassing Tracker
Stats from your map pins + manual logging for flyer runs and door knocking.
Log a Canvassing Run
Settings
API Keys
Used for AI Chat, photo quoting, and document generation
Used for client map pins, geocoding, and service area
🗓️ Google Calendar
Not connected
Get from Google Cloud Console → Credentials → OAuth Client ID (Web App)
Two-way sync: Events you create here appear on Google Calendar. Google Calendar events appear here. Auto-refreshes every 5 minutes.
📁 Google Drive
Not connected
Auto-organized: Files upload to "PBF Command Center" folder. Customer files auto-sort into subfolders by name. Attach photos, receipts, and documents from any customer profile.
☁️ Cloud Sync (Supabase)
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How it works: Every save auto-syncs to Supabase cloud. Data works offline via localStorage and syncs when back online. Use Push All for first-time upload or Pull to restore on a new device.
Data Management
Saved Services
Google Reviews
Find your Place ID at Google Place ID Finder. Used for direct review request links.
AI Business Context
Integrations
Active — Verified via MCP
Gmail✓ ACTIVE
Google Calendar✓ ACTIVE
Google Drive✓ ACTIVE
Stripe Payments✓ ACTIVE
Google Maps✓ ACTIVE
Google Tasks✓ ACTIVE
Available — Not Yet Connected
Twilio SMSHIGH PRIORITY
QuickBooksMEDIUM
About
PBF Command Center v3.13
The Palm Beach Fixer CRM
Cloud-synced via Supabase · Auth + Client Portal · Offline-first via Service Worker
Built with Claude Code
The Palm Beach Fixer CRM
Cloud-synced via Supabase · Auth + Client Portal · Offline-first via Service Worker
Built with Claude Code
🚀 Build Roadmap — Click Any Item to Start
Prioritized by impact × ease. 🔴 Red = fix now · 🟡 Shell built · 🔵 Partial · ⚪ Planned. Click for directions + a ready-to-paste Charlie command.