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6. CRM & Client Management (Pro)

Manage your clients, projects, and quotes in one place.

Note: CRM features require an active Pro subscription.

6.1 Overview

The built-in CRM (Customer Relationship Management) helps you:

  • Track all your clients and their contact information
  • Manage projects from initial inquiry through completion
  • Create and send professional quotes
  • Organize work with a visual Kanban board
  • Maintain project checklists and timelines

Access the CRM from More > Clients or More > Projects.

6.2 Adding & Managing Clients

Creating a New Client

  1. Go to More > Clients.
  2. Tap the + Add Client button.
  3. Fill in the client details:
Field Description
Name Client's full name
Email Email address
Phone Phone number
Address Service address
Company Client's business name (if applicable)
Type Dealer or Customer
Notes Any additional notes or preferences
Tags Categorize clients (e.g., "residential", "commercial")
Commission Commission type and rate for this client (optional)
  1. Tap Save.

Client Detail Page

Each client's page shows:

  • Contact information
  • List of associated projects
  • Quotes sent to the client
  • Invoices and payment history
  • Reviews from the client
  • Communication history
  • Notes and tags

Editing & Deleting Clients

  • Tap a client name to view their details.
  • Tap Edit to update their information.
  • Tap Delete to remove the client (this does not delete associated projects or invoices).

6.3 Importing Clients

CSV Import

Import clients in bulk from a spreadsheet:

  1. Go to More > Clients > Import (or the import icon).
  2. Select CSV Import.
  3. Upload your CSV file.
  4. Map the CSV columns to Remnant Finder fields:
  5. Name, Email, Phone, Address, etc.
  6. Preview the import.
  7. Tap Import to create all clients.

CSV Format Requirements:

  • UTF-8 encoding
  • Comma-separated values
  • First row should contain column headers

Contact Import

Import directly from your phone's contact list:

  1. Go to More > Clients > Import.
  2. Select Import from Contacts.
  3. Grant permission to access your contacts (if prompted).
  4. Select the contacts you want to import.
  5. Tap Import Selected.

6.4 Projects & Workflows

Creating a Project

  1. Go to More > Projects.
  2. Tap + New Project.
  3. Fill in the project details:
Field Description
Project Name Descriptive name (e.g., "Kitchen Renovation - Smith")
Client Select an existing client
Address Project/service address
Status Current workflow stage
Priority Low, Medium, High
Due Date Expected completion date
Description Project details and scope
Bill To Billing account (optional — for builders/umbrella entities)
Commission Commission rate for this project (optional)
  1. Tap Save.

Project Detail Page

Each project page includes:

  • Project status and priority
  • Associated client information
  • Linked quotes and invoices
  • Drawings created for the project
  • Checklist of tasks to complete
  • Files & documents uploaded to the project
  • Activity timeline

Financial Visibility

Pro Feature

Financial visibility controls require a Pro subscription.

You can control which team members can see financial data (prices, totals, margins) in projects. This is useful when you want certain team members (e.g., installers) to see project details without seeing pricing information.

Financial visibility is controlled through team permissions — see Company Management > Permissions.

6.5 Kanban Board

The Kanban board provides a visual workflow for managing projects:

Default Workflow Stages

Stage Description
Lead New inquiry or potential project
Design Project is being designed (measurements, drawings)
Quoted Quote has been sent to the client
Approved Client approved the quote
Production Work is in progress (fabrication)
Installation On-site installation in progress
Completed Project fully completed and closed
Cancelled Project was cancelled
Lost Project was lost to a competitor

Using the Kanban Board

  • Drag and drop project cards between columns to update their status.
  • Tap a card to view the full project details.
  • Each card shows an estimated value based on linked quotes, helping you visualize the revenue in each stage.
  • Use the filter to show projects by client, priority, or date.

Automatic Stage Transitions

The Kanban board can automatically move projects between stages based on key events:

Event Transition
Quote created for project Lead → Design
Quote sent to client Design → Quoted
Quote accepted by client Quoted → Approved
Fabrication activity started Approved → Production
Installation scheduled Production → Installation
Installation completed Installation → Completed

These automatic transitions can be customized or disabled in Settings > Kanban Workflow.

Customizing Workflow Stages

You can customize the Kanban stages:

  1. Go to Settings > Kanban Workflow.
  2. Add, remove, rename, or reorder stages.
  3. Set colors for each stage for visual clarity.

6.6 Creating Quotes

From a Project

  1. Open the project.
  2. Tap Create Quote.
  3. The Drawing Tool wizard opens (see Drawing Tool & Quotes).
  4. Design the countertop layout and complete all 6 steps.
  5. The generated quote is automatically linked to the project and client.

Standalone Quote

  1. Open the Drawing Tool from the bottom navigation.
  2. Complete the 6-step wizard.
  3. Optionally assign the quote to an existing client and project.

Quote Management

  • View all quotes from More > Quotes.
  • Filter by status: Draft, Sent, Approved, Rejected, Expired.
  • Duplicate a quote to quickly create variations.
  • Resend quotes via email or share the PDF.

6.7 Project Files & Documents

Organize all project-related files in a structured folder system:

Uploading Files

  1. Open a project.
  2. Scroll to the Files section.
  3. Tap Upload to add files (photos, PDFs, sketches, contracts, etc.).
  4. Files are stored securely in the cloud and accessible to your team.

Folder Organization

Organize files into folders for easy access:

  1. In the project's Files section, tap New Folder.
  2. Name the folder (e.g., "Client Drawings", "Contracts", "Site Photos").
  3. Drag files into folders or use the Move option.
  4. Create nested folders for complex projects.

Sharing Files

  • Files uploaded to a project can be shared with clients through the Client Portal (see Integrations > Client Portal).
  • Team members with project access can view and download all files.

6.8 Project Checklists

Keep track of tasks within a project:

  1. Open a project.
  2. Scroll to the Checklist section.
  3. Tap + Add Task to add items.
  4. Check off tasks as they are completed.

Default Checklist Templates

You can create reusable checklist templates:

  1. Go to Settings > Project Checklists.
  2. Create a template with common tasks (e.g., "Template Taken", "Material Ordered", "Edges Finished", "QC Passed").
  3. Apply templates to new projects for consistent workflows.

Automatic Checklist Updates

Some checklist items are updated automatically based on events:

Event Checklist Item Updated
Invoice marked as Paid "Deposit Received" checked
Tearout activity completed "Tearout Completed" checked
Plumbing disconnect scheduled "Plumbing Disconnect" checked

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