New Project

New Customer

Save a homeowner/individual or a business/company customer.

Customer Type

Add Customer to Pipeline

Add User

Create a login and choose what this person can access.

Permissions Admin accounts automatically have full access.

Reset Password

Pipeline Project

Deleting this card removes the project from the pipeline. The customer record itself stays in Customers.

Edit Customer

Update the existing customer record without creating a new customer.

Customer Type

Edit Project Address

If this project already has a Google Calendar appointment, Rossi-Sendon Construction Group will update that calendar location too.
Customer Record

Customer

SIGNED ESTIMATE

Revoke Signed Estimate

This will immediately invalidate the customer's secure estimate link. The original signer, signature, and acceptance date remain stored for your records.

Customer Estimate Preview

This is what the customer will see. Internal quantity and unit pricing are hidden.

APPOINTMENT

Appointment Details

Edit Appointment

Project Address Street address, city and state are required before an appointment can be saved. ZIP is optional.

Add Price Book Item

Import Excel Estimate

Choose your workbook and worksheet, review the details, then load it as a new draft.

You can select several workbooks. Load and save one estimate at a time. Choose one revision from each workbook.