🏠 Dashboard
Welcome back.
🔎 Search Jobs & Clients
📋 Virtual Surveys
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Total Surveys
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📝 GRC Portal
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Total Jobs
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Search Results
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📝 New Estimate
Enter a new job manually. A job number will be generated automatically.
👥 Users
Manage admins, coordinators, sales reps and estimators — profiles, access, passwords and activity.
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📥 Survey Queue
Incoming survey requests from business accounts. Review client details and assign an estimator.
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✚ New Survey
Manually add a survey request. Use this if a business client called in or the portal form had an issue.
💼 Accounts
Business accounts registered on the platform.
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🤝 Referrals
Companies referred by your members. Approve a credit when a referred company tops up.
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📄 All Survey Orders
Every survey request submitted across all business accounts.
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💰 Billing
Account balances and recent transactions.
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🚚 Shipments
In-house shipment pipeline — track from inquiry to delivery.
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💬 Messages
Shipment-related email threads.
Coming soon — messaging center.
🏵 Assigned to Me
Surveys assigned to you that need to be completed.
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📊 My Stats
Your survey history and performance.
Coming soon — personal stats dashboard.
📅 Calendar
Unified scheduling for virtual surveys, in-house estimates, and dispatch.
📦 Inventory Catalog
The master item list and cubic-feet values every estimator uses when building an inventory. Edit it here.
Household Inventory
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