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¶
- Go to More > Clients.
- Tap the + Add Client button.
- Fill in the client details:
| Field | Description |
|---|---|
| Name | Client's full name |
| Email address | |
| Phone | Phone number |
| Address | Service address |
| Company | Client's business name (if applicable) |
| Notes | Any additional notes or preferences |
| Tags | Categorize clients (e.g., "residential", "commercial") |
- 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 - 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:
- Go to More > Clients > Import (or the import icon).
- Select CSV Import.
- Upload your CSV file.
- Map the CSV columns to Remnant Finder fields:
- Name, Email, Phone, Address, etc.
- Preview the import.
- 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:
- Go to More > Clients > Import.
- Select Import from Contacts.
- Grant permission to access your contacts (if prompted).
- Select the contacts you want to import.
- Tap Import Selected.
6.4 Projects & Workflows¶
Creating a Project¶
- Go to More > Projects.
- Tap + New Project.
- 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 |
- 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 - Activity timeline
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 |
| Quote Sent | Quote has been sent to the client |
| Approved | Client approved the quote |
| In Production | Work is in progress |
| Ready for Install | Fabrication complete, ready for installation |
| Installed | Installation complete |
| Completed | Project fully completed and closed |
Using the Kanban Board¶
- Drag and drop project cards between columns to update their status.
- Tap a card to view the full project details.
- Use the filter to show projects by client, priority, or date.
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¶
- Open the project.
- Tap Create Quote.
- The Drawing Tool wizard opens (see Drawing Tool & Quotes).
- Design the countertop layout and complete all 6 steps.
- The generated quote is automatically linked to the project and client.
Standalone Quote¶
- Open the Drawing Tool from the bottom navigation.
- Complete the 6-step wizard.
- 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.
- Duplicate a quote to quickly create variations.
- Resend quotes via email or share the PDF.
6.7 Project Checklists¶
Keep track of tasks within a project:
- Open a project.
- Scroll to the Checklist section.
- Tap + Add Task to add items.
- 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.