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Pricing Menus
Materials — Set standard material costs per location. Used for all new proposals unless a property has overrides.
Settings
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🤖 AI Property Search
Property Information
Address
SALES TAX
State default: —
Effective Rate
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Operations
Team members with leads visibility enabled, filtered by property hub
Import Properties from CSV
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Drag & drop a CSV file here
or click to browse
Expected columns: Name, Address, City, State, Zip, Phone, Email, Units, Hub
Download template →
Reason for Lost
Select the primary reason and add optional notes.
Add Floor Plan
Floor Plan Details
— marks this floor plan as a renovated variant
Images
📐 Floor Plan
Click to upload
✂️ Seam Diagram
Click to upload
📄 Cut Sheet
Click to upload
🤖 AI Rendering
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AI Render
Click to generate
Click an image to replace · Right-click or long-press to remove
Rooms
Select rooms for this floor plan, or type a custom room below.
Flooring Scopes
Check scopes that apply to this floor plan. These appear in proposals and pricing.
🤖 AI Floor Plan Rendering
Select Image Source
Rendering will appear here
AI Floor Plan Rendering
📧 Send Proposal
Include Documents
Line Item Sheets
Send Proposal
Include Sheets
Add Team User
Leave password blank to keep the current one.
ℹ️ Permissions below are pre-set by role. Customize individual access as needed.
✍ Orders & Work
🏠 Properties & Floor Plans
📈 Sales & Proposals
🔒 Admin Controls
🏠 New Work Order
🏢 Property & Unit
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Vacant
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Occupied
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🔨 Additional Services — OPTIONAL
Add pet seal, subfloor repair, or other services not covered by the preset scope above.
📅 Scheduling
Work Order
Edit Work Order
🏢 Property & Unit
🔨 Service & Scope
📅 Scheduling
📋 Purchase Order
📝 Notes & Instructions
✎ Reason for Edit *
🚫 Cancel / Void Work Order
⚠ This action cannot be undone.
The work order will be marked VOID and removed from the active queue. A cancellation record will be saved.
Activity Log
Request Cancellation
Please let us know why you need to cancel this order. Our team will review and confirm.
✓ Confirm Installation Date
⚡ Update Status
Add Client Login
✉️ Invite Property Manager
Select properties this person manages
A branded invitation email will be sent with a unique signup link. The invite expires in 7 days. The recipient will create their own password and be automatically linked to the selected properties.
Client Portal
JL
Jessica Lane
Cherry Creek
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New Lead
🤖 AI Property Lookup
Log Activity
Optional Actions
🤖 AI Area Search — Find Apartment Communities
Schedule Appointment
Appointment Details
📝 Log Visit
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Click to add a photo
⚙️ More Options
Reschedule
Cancel Appointment
Add Contact
🎉 Convert to Property
This will create a new property from this lead's information and mark the lead as Won.