CRM Shortcuts

Smart Leak Protection

CRM Shortcuts

Choose a shortcut to open the right conversation and turn a plain-language request into organized CRM work.

Private integration ready

Create Job

Tell us who the job is for, where it is, what needs to happen, and when Ian should go.

Open Create Job

Add Timesheet

Record a worker’s time, connect it to the Job and Property, and update the Job’s draft invoice.

Open Timesheet Form