Set up the business, pick what they're getting, then preview or publish.
Uncheck anything they didn't buy — it's hidden from their nav entirely.
Leads & Contacts CRM
Lead pipeline, contact records, canvassing history.
AI Estimator
Call transcript/photos/scope → priced estimate in ~30 seconds.
Jobs, Scheduling & Invoicing
Job calendar, crew scheduling, invoice tracking, QuickBooks sync.
Email Log
Sent-estimate and notification email history.
Preview opens a throwaway test session in a new tab — nothing is saved unless you Publish.
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