Melissa Turner
Active
Recurring
Jun 18, 2026 9:00 AM
Admin team
Open file
Customer workspace
CRM
🔍
Contacts module
Contacts
Loading contacts...
Action
Elizabeth Hayes
Quote sent
One-time
Jun 16, 2026 8:00 AM
Sales queue
Open file
Gary Glaspell
Follow-up due
One-time
Jun 18, 2026 10:30 AM
Unassigned
Open file
Northside Property Group
Paused
Monthly
Jun 12, 2026 3:45 PM
Unassigned
Open file
Contact file
Melissa Turner
Actions
Recent activity
Appointment completed
June 18, 2026 at 9:00am
Payment received
$175 collected after service
Native section
Notes
Native section
Sales
Native section
Calendar log
Date
Start time
End time
Event type
Calendar
Status
Imported field storage
Dormant Zoho fields
0 fields
Leads module
Leads
Action
Elizabeth Hayes
10917 Old Springfield Farm RdQuote sent
Phone call
Jun 16, 2026 8:00 AM
$143
Open file
Gary Glaspell
9326 Kings Charter DrContacted
Referral
Jun 18, 2026 10:30 AM
$205
Open file
West End HOA
Commercial | Website inquiryNew inquiry
Website
Jun 20, 2026 11:12 AM
$480
Open file
Lead file
Elizabeth Hayes
Actions
Lead activity
Quote sent
$143 estimate created from scheduling details.
Appointment scheduled
June 16, 2026 at 8:00am
Address verified
10917 Old Springfield Farm Rd
Native section
Notes
Sales
Lead wants a callback before confirming the appointment.
Imported field storage
Dormant Zoho fields
0 fields
Groups module
Groups
Group name
Status
Type
Last activity
Contacts
Action
Northside Property Group
3 active service sitesActive
Property group
Jun 18, 2026 9:00 AM
4 contacts
Open file
West End HOA
Lead source: WebsiteLead
Organization
Jun 20, 2026 11:12 AM
2 contacts
Open file
Perfect Cleaning LLC
Internal partner accountPartner
Business
Jun 22, 2026 1:40 PM
5 contacts
Open file
Group file
Northside Property Group
Native section
Notes
Native component
Points of contact
Sales module
Sales
$18,420Active sales value
12Active sales
7Recurring sales
3One-time sales
SaleContactStatusValueNext transactionAction
Move-out cleaning package
Fabio Raimundo
Active
$520
Jul 24, 2026
Open file
Residential deep clean
Monthly office service
Northside Property Group
Active
$1,850
Jul 31, 2026
Open file
Commercial recurring plan
Carpet care add-on
Carl Sagan
Paused
$240
Aug 3, 2026
Open file
Floor care upsell
Transactions module
Transactions
$4,820Sales this month
$1,140Pending balance
28Completed services
6Open follow-ups
TransactionCustomerTypeStatusAmountAction
Invoice #1048
Fabio Raimundo
Service appointment
Paid
$185
Open file
Jun 30, 2026
Booking deposit
Carl Sagan
Booking
Pending
$80
Open file
Jun 29, 2026
Recurring plan
Northside Property Group
Subscription
Paid
$640
Open file
Jun 28, 2026
Pricebook module
Pricebook
ItemTypeCategoryPricingStatusAction
Residential cleaning
Service
Service
Quote or recurring plan
Active
Open item
Standard home service
Commercial cleaning
Service
Commercial
Estimate
Active
Open item
Office and property accounts
Carpet cleaning
Service
Floor care
Estimate
Active
Open item
Floor care add-on
Rate table
Saved rates
0 rates
Rate name
Applies to
Calendar
Method
Value
Price lock
Calendar default
Action
Formula model
Rate formula
Formula tools
Operators
Numbers
Text values
Paste formula
Build formula here
Suggested price = Blank canvas
Test formula
Enter sample values
Add variables to the canvas to test a formula.
Unsaved changes