Dashboard
Recent Quotes
Upcoming Installs
Quote Requests
| ID | Customer | Project | Services | Status | Received | Total | Actions |
|---|
Proposal Builder
Work Orders
Drawings & Documents
Schedule
Installation
Field Measure
Quote / Consult
Delivery
Other
Payment Tracker
| Invoice # | Customer | Job | Amount | Paid | Balance | Status | Due Date | Actions |
|---|
Cloud Database
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Why Cloud Database?
Right now all data is saved to this device only — if Tim enters a quote on his computer, Lisa cannot see it on hers.
With Supabase connected, all staff share the same live data on any device. Free up to 500MB.
With Supabase connected, all staff share the same live data on any device. Free up to 500MB.
Setup Guide (5 min, free)
1.Go to supabase.com and create a free account
2.Click New Project and name it shelf
3.Go to Project Settings → API and copy your Project URL and anon public key
4.Paste both below and click Save & Connect
5.Click Create Tables — run the SQL it shows in Supabase
6.Click Push Local Data to upload all existing records to the cloud
Connection Settings
This is your public anon key — safe to use in the browser
SMS Notifications
Twilio SMS
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Automatic SMS Triggers
●New Quote Request — Notifies office + manager
●Quote Sent to Customer — Texts the customer their proposal is ready
●Quote Accepted — Notifies Tim + manager immediately
●Work Order Assigned — Texts installer with job details & address
●Work Order Complete — Texts customer + notifies admin
●Payment Overdue — Notifies office to follow up
Twilio Credentials
Must be in E.164 format: +1XXXXXXXXXX
Staff Phone Numbers for Notifications
Installer notifications also auto-detect from staff accounts if phone is on file
Test SMS
Purchase Orders
Manage Staff Accounts
Inventory