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New Orders — Action Required
| Order # | Property / Hub | Unit | Service | Requested | Install Date | Status | Action |
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Overview
Floor Plans
Pricing Setup
Orders
Proposals
📋 Activity
📅 Appointments
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📋 Activity
👥 Contacts
📄 Details
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Pricing Menus
Materials — Set standard material costs per location. Used for all new proposals unless a property has overrides.
Settings
Team Users
Client Logins
Add Property
🤖 AI Property Search
Property Information
Address
SALES TAX
State default: —
Effective Rate
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Primary Contact
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.
New Proposal
Which type of proposal would you like to create?
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
🤖
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
🔓
Vacant
👤
Occupied
+
🔨 Additional Services — OPTIONAL
Add pet seal, subfloor repair, or other services not covered by the preset scope above.
+
📎 Attachments — OPTIONAL
Photos of the damage, work tickets, PDFs from maintenance — anything to help the crew. Up to 10 files.
📅 Scheduling
Work Order
Edit Work Order
🏢 Property & Unit
🔨 Service & Scope
📅 Scheduling
📋 Purchase Order
📝 Notes & Instructions
📎 Attachments
✎ 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.
📎 Edit Attachments
🖨 Print Work Order — Select Attachments
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
🔍 Google Search — Find Apartments in Map View
Searches Google Maps for apartment communities within your current map viewport.
Pan and zoom the map first to focus your search area, then run the search.
Items already in your system are filtered out — you only see new opportunities.
Schedule Appointment
Appointment Details
📝 Log Activity
📷
Click to add a photo
⚙️ More Options
Assign To
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.
🔗 Map to Catalog Style
Select a manufacturer or start typing to search…