Dashboard
Welcome back! Here's your overview.
Recent Activity
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Customers
Manage your customer relationships
Leads
| Name | Phone | Tags | Added | Actions | |
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Jobs
All your countertop projects
All Jobs
| Customer ⇅ | Job Name ⇅ | Sq Ft ⇅ | Status | Est/Inv Total ⇅ | Created ⇅ | Updated ⇅ | Actions | |
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Designs
All countertop designs and drawings
All Designs
| Customer ⇅ | Job Name ⇅ | Sq Ft ⇅ | Status | Estimate | Updated ⇅ |
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Estimates
Track and manage all estimates
All Estimates
| Estimate # ⇅ | Customer ⇅ | Job | Status | Score ⇅ | Views ⇅ | Last Viewed ⇅ | Amount ⇅ | Created ⇅ | Actions | |
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🎯 Sales Intelligence
AI-powered insights to close more jobs
🔥 Hot Leads - Ready to Close
📞 Needs Follow-Up
⚡ Warm Leads - Nurture
📈 Performance Insights
❄️ Going Cold - Re-engage Soon
Invoices
Track payments and billing
All Invoices
| Invoice # ⇅ | Customer ⇅ | Job | Status | Total ⇅ | Paid | Balance ⇅ | Created ⇅ | Updated ⇅ | Due Date ⇅ | Actions | |
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Work Orders
Production and installation tracking
All Work Orders
| WO # ⇅ | Customer ⇅ | Job | Material | Sq Ft ⇅ | Priority | Status | Due Date ⇅ | Crew | Actions | |
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📅 Scheduling
Manage templates, installations, and repairs
Products & Pricing
Manage materials, labor, and services
| Slab Name ↕ | Supplier ↕ | Material ↕ | Thickness | Finish | Size | Wholesale/sqft ↕ | Retail/sqft ↕ | Markup | Actions | |
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📦
Loading products...
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Settings
Configure your workspace
🎨 Appearance
💰 Pricing Tiers
Configure your pricing structure
🔗 Integrations
📄 Document Templates
Configure what appears on estimates & invoices
🏢 Company Branding
Your business details, logo, and colors for estimates & invoices
🚀 Booking Flow
Enable customers to accept estimates, pay booking fees, and schedule appointments online
☁️ Cloud Settings Sync
Sync branding, pricing, and preferences to the cloud. Your settings will survive browser data clears.
📑 Tab Visibility
Choose which tabs appear in the sidebar
🔗 Tab URLs for Embedding
Use these URLs to embed specific tabs in your CRM or other apps
Standard: https://test.veinops.com/home#scheduling
Embed mode (no sidebar): https://test.veinops.com/home?embed=true#scheduling
👤 Account
🔧 Data Management
Database optimization tools
🗑️ Trash
Deleted items are kept for 30 days before permanent removal
Deleted Items
| Type | Name / Number | Customer | Deleted | Expires | Actions | |||
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🗑️
Trash is empty
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