Dashboard
Active clients
0
in service
Open leads
0
in pipeline
Open invoices
0
pending payment
Monthly revenue
$0
from active clients
Active pipeline
No leads yet. Click "New Lead" to start your first prospect.
Recent clients
No clients yet.
Quick actions
Workflow guide
1Log a site visitation
2Pitch an offer
3Schedule walkthrough
4Select services & packages
5Build & send estimate
6Sign contract
7Begin service & schedule jobs
Step 1 of 7 — Log your first visit to a prospect's site. This starts their record and pre-fills all future steps.
New site visit
Recent visits
No visits logged yet.
Visit tips
📋 Note the number of restrooms, floors, and any special areas
🔑 Ask about current cleaning provider & pain points
📅 Suggest scheduling a formal walkthrough on the spot
💼 Leave a business card and brochure if available
Step 2 of 7 — Select the offer(s) to pitch to this prospect. Info auto-filled from Step 1.
Prospect
Select offer to pitch
Offer history
No offers logged yet.
Step 3 of 7 — Complete a detailed site inspection. Fields auto-filled from previous steps.
Site information
Area inspection
Entrance / lobby
Office / work areas
Restrooms
Break room / kitchen
Special considerations
Discovery questions
Ask these questions during the walkthrough and capture the prospect's answers below. This helps tailor your proposal.
Scope notes
Step 4 of 7 — Choose the right package for this prospect. Selection carries forward to the estimate.
Prospect: —
Select one package — click to choose. Pricing is per month based on up to 2,500 sq ft standard office. Larger spaces are adjusted in the estimate.
Add-on services
Step 5 of 7 — All fields auto-filled from previous steps. Adjust and finalize your quote.
Proposal details
Services included
Estimate summary
Labor base / visit—
Frequency—
Weekly rate—
Add-ons$0
Monthly total$0
Per visit: —  |  Annual: —
Step 6 of 7 — All fields auto-filled from previous steps. Review, adjust, and save.
Contract details
Contract preview
Helping Hands Pros
Commercial Cleaning Service Agreement

Parties

Provider: Helping Hands Pros, Buford, GA

Client: —

Address: —

Term

Start: — · Length: —

Rate & frequency

— · —/mo

Scope

—

Terms

Payment due within 15 days of invoice. 30-day written notice to cancel. HHP carries general liability insurance.

Client signature
Signature & date
Helping Hands Pros
Authorized & date
Step 7 of 7 — Client is active! Schedule their recurring jobs and track service delivery.
Active client
Schedule first job
Active jobs
No jobs scheduled yet.
Service checklist
Leads pipeline
BusinessContactPhoneTypeStatusStage
No leads yet
All clients
BusinessContactServiceMonthlyStatus
No clients yet
Invoices
Invoice #ClientDescriptionAmountDueStatus
No invoices yet
June 2026
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Export your data

Download everything in your CRM — clients, leads, jobs, invoices, contracts, visits and offers. JSON is a full backup you can re-import here. CSV opens in Excel or Google Sheets.

Single tables (CSV):
Restore from backup

Load a JSON backup file. This replaces all current data in this browser — export first if unsure.

Shared Team Data (Supabase)

Connect this app to a free Supabase database so you and your crew all see the same live data. Enter the two values below once on each person's device. Everyone using the same two values shares one CRM.

One-time setup (about 5 min)
  1. Go to supabase.com and create a free account + new project.
  2. Open SQL Editor, paste the setup SQL below, and click Run. This creates the shared table.
  3. Open Project Settings → API.
  4. Copy the Project URL and the anon public key into the boxes above.
  5. Click Connect & Sync. Then do steps 4–5 on each crew member's device.

Tip: the anon key is safe to share within your team. For a small private CRM this is fine; if you later want per-user logins, I can add Supabase Auth.