Access granted
Identity verified
Sales workspace
Pipeline overview
Revenue overview
Upcoming tasks
Lead sources
Jobs by type
Project status
Recent activity
Today
Sales leaderboard
| Rank | Sales Representative | Closed Jobs | Closed Job Value | Avg. Job Value |
|---|
Lead center
Newest and most recently updated leads appear first.
Sales playbook
Follow the path, complete the stage gate, and never wonder what comes next.
People
| Name | Type | Status | Sales Rep | Contact | Total Job Value |
|---|
Jobs
| Job | Client | Job Status | Sales Rep | Value | Address |
|---|
Projects
Lead page
Upper admin
Admin only
Record checks, cash, bank transfers, financing, and other payments for the selected job. Square payments update automatically.
Job Email
Email activity is saved only with the selected job.
Job Documents
Documents stay with the selected job.
Job Photos
Photos stay attached to the selected job and do not appear inside the lead's other jobs.
Estimate workspace
Focus on one estimate at a time with a polished customer-facing proposal and PDF.
New estimate
Estimate history
Tasks
Invoices
Reviews
Reports
Company library
Calendar
Tasks
All tasks
Connected services
Connect your work account once. JobCrest keeps the CRM record authoritative and syncs supported activity to that account.
Checking connection…
Calendar and job-specific Gmail are active. Each employee connects the Google account matching their CRM email.
Company Drive storage is not configured.
Checking connection…
Zoho Sign turns a saved CRM file into a draft Smart Document, then opens Zoho's field editor before anything is sent.
Business profile
CRM Settings
Configure the folders shown automatically on every lead. Drag rows to change their display order.