SWF OS

Architecture Control

Project cockpit and session gate.

Customers

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Company or customer name required Primary contact Cell phone phone or email required Office phone Email phone or email required Type Branch Address City State ZIP How they found us Notes

Jobs

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Customer required Job name required Status Branch required Job type PO number Jobsite address City State ZIP Payment terms Payment status Internal notes

Measurements

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Job

Worksheet

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Area required Type Label Film Description Width inches required Height inches required Qty required Facing Glass type

Flags Removal Ladder Lift Risk

Risk notes Notes

0.00 sq ft

Openings

0

Quotes

Generate pricing from measured openings.

Pricing Settings

Needs Jeff input

Default film cost / sq ft Default sell price / sq ft Default labor / sq ft Decorative labor / sq ft Removal / sq ft Default waste % Tax rate % Minimum job charge Target profit margin % Owner approval below % Credit card fee placeholder % Pricing notes

Job Measurement worksheet Target margin %

Saved Quotes

0

Quote Detail

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Scheduling

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Job required Install date required Start time required Estimated duration minutes required Installer / crew lead Status Notes

Scheduled Jobs

0

When	Job	Installer	Status

Completion Review

Close completed work and prepare the final balance.

Install review

Past Install, Not Complete

0

Invoice review

Final Invoice Needed

0

Final Invoices

Customers & Jobs

Project cockpit and session gate.

Find the caller fast.

Most likely matches

Track the work without hunting through notes.

Most likely jobs

Build the worksheet from the job.

No job selected

Openings

Generate pricing from measured openings.

Pricing Settings

Saved Quotes

Quote Detail

See what is scheduled and what happens next.

Close completed work and prepare the final balance.

Past Install, Not Complete

Final Invoice Needed

Prepare the final balance for office delivery.

Choose an invoice

Owner sign in

Project cockpit and session gate.

Find the caller fast.

Most likely matches

Track the work without hunting through notes.

Most likely jobs

Build the worksheet from the job.

No job selected

Openings

Generate pricing from measured openings.

Pricing Settings

Saved Quotes

Quote Detail

See what is scheduled and what happens next.

Close completed work and prepare the final balance.

Past Install, Not Complete

Final Invoice Needed

Prepare the final balance for office delivery.

Choose an invoice