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Prototype with sample data. No backend, nothing is saved.
Customers

Robert & Linda AshfordComfort Club Silver

Member since Sep 30, 2024

CallTextNew estimateBook a job

Total revenue

$5,275

Jobs

1

Average ticket

$5,275

Open estimates

$6,480

Open balance

$0

Contacts

Phone
(512) 555-0206
Email
ashfords@example.com
Source
referral

Details

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Nothing filled in yet.

Internal notes

Not visible to the customer.

Irrigation backflow assembly tested annually. City of Leander requires TCEQ report by Sept 30.

Comfort Club SilverBackflow

Service agreements

  • Comfort Club SilverAGR-0312

    Renews Sep 30, 2026 · Visits used 1/1

Properties and equipmentJob historyInvoicesMessages and calls

Estimate pipeline

  • EST-979AC replacement (4-ton)Approved$11,800
  • EST-1002Dryer vent rerouteDeclined$760
  • EST-1010Condenser contactorViewed$280
  • EST-1015Ductwork redesign, second floorSent$6,200

Invoice

ServiceDispatch — prototype