NRS operations
Business Workbench
Management dashboard
Today's work, urgent follow-ups, install readiness, and pipeline health at a glance.
Lead detail
Open a lead, review intake, then schedule consult
Lead actions
What the office needs before consult
Selected consult
Start appointment, capture field details, complete consult
Consult checklist
Gate checks
Before quote can be generated
Customer proposal
Selected customer
Selected installation location
Installed total
$0
Internal review
Quote health and margin
| Opening | Type | Base | Labor | Materials | Freight | Extras | Cost | Sell | Gross % |
|---|
Step 4
Customer approval, payment, and invoice status
When payment is recorded, this lead becomes a customer account.
The account can keep adding new job locations later without duplicating the homeowner or builder.
Payment rule
Do not order until paid
Quote approvedSnapshot locks price and openings
Invoice sentQuickBooks draft reviewed by human
Deposit paidManufacturer order unlocks
Step 5
Pending manufacturer order PDF
Shipment tracking
Delivery date and install readiness
Step 6
Schedule install after delivery confirmation
Installer packet
Field closeout
Install notesCapture job exceptions and customer requests
Completion photosBefore and after images per opening
Punch listReturn trip needed or ready to close
Service workspace
Approve, schedule, and close service calls
Call reasonMesh issue, motor issue, adjustment, damage, warranty, or paid service
Service appointmentTechnician, date, access notes, parts needed, customer confirmation
CloseoutPhotos, notes, warranty decision, invoice if billable
Management view