Leads This Month
24
↑ 6 vs last month
◈
Upcoming Events
11
Next 30 days
◉
Quotes Pending
7
Awaiting response
◧
Outstanding Balance
$8,420
Across 4 clients
💰
Outstanding Payments
Jennifer Reyes
Wedding · May 17
$2,800
3 days overdueMarcus Thompson
Corporate · May 22
$3,150
Due in 4 daysSunrise Community Church
Fundraiser · May 25
$1,470
Due in 7 days⚠ Low-Margin Jobs
Lopez Family Quince
Apr 12 · $3,400
22.1%
Harvest Baptist Fundraiser
Jun 21 · $7,850
26.8%
Sunrise Academy
Jun 14 · $5,200
27.3%
● 30%+ ● 25–29% ● <25%
Ops Task Board — Today & Overdue
3P Pickup — Chiavari Chair Return
Jennifer Reyes · Bob D.
Confirm Ivory Napkin Order — 220 qty
Priya & Arjun Nair · Maria A.
Site Inspection — Riverside Vineyard
Priya & Arjun Nair · Bob D.
Coordinate AV Drop-Off — Sound Pro
Bright Futures · Maria A.
Outstanding Quotes
| Client | Total | Age | Stage |
|---|---|---|---|
Sandra Kim Jun 7 | $4,200 | 8d | D7 |
Harvest Baptist Jun 21 | $7,850 | 4d | D3 |
Brooks Wedding Jul 5 | $11,400 | 1d | D1 |
CRM Pipeline
New Inquiry
3Ashley Monroe
🎂 Birthday · 80g
Jun 28
First Hope Church
🎗 Fundraiser · 500g
Jul 12
Contacted
2Sunrise Academy
🎓 Graduation · 300g
Jun 14
Quote Sent
3Sandra Kim
🎓 Graduation · 150g
$4,2008d
Tyler & Megan Brooks
💍 Wedding · 200g
$11,4001d
Booked
4Jennifer Reyes
💍 Wedding · 220g
$9,800Bal.
Sunrise Comm. Church501c3
🎗 Fundraiser · 250g
$6,200Exempt
Completed
18Lopez Family
🎂 Quince · 90g
$3,400Done
SCC
Sunrise Community Church
🏛 Non-Profit · 501(c)(3)
Tax Exempt📱 (856) 555-0188EIN: 23-4567890💰 Lifetime: $14,300
Non-Profit Status
EIN23-4567890
Determination Letter✓ On File
Tax ExemptYes — All Quotes
ℹ️ All quotes for this client are automatically tax-exempt. EIN appears on every invoice.
Recent Activity
📄
Quote #AE-2026-0062 sent
Spring Fundraiser — $6,200. Tax exempt applied.
Apr 3 · 10:14 AM
✅
Deposit received — $3,100
Stripe confirmed. Booking confirmed.
Apr 5 · 2:30 PM
Quote Builder Assistant — Call Flow
Step-by-step rep guide for live phone calls · Internal use only · Never shown to client
Call in Progress
Collected:
📅 Jul 5, 2026
⏰ 4:00 PM · 5 hrs
👥 200 guests
⛺ Outdoors
📍 Brandywine CC, Wilmington DE
Contact: Tyler & Megan Brooks
Tents — Jul 5 Availability
All checkedRecommended for 200 guests outdoors: 40×60 tent (2,400 sq ft · 10 sq ft/guest dining)
RECOMMENDED
40ft × 60ft Frame Tent
2,400 sq ft · Seats 240 dining
$1,568.00
● Available (99 in stock)
30ft × 45ft Frame Tent
1,350 sq ft · Seats 135 dining
$784.13
● Limited (2 left)
40ft × 80ft Frame Tent
3,200 sq ft · Seats 320 dining
$2,100.00
● Unavailable Jul 5
Next available: Jul 7 · Jul 12 · Jul 19
Tables & Chairs
Auto-suggested200 guests ÷ 8 = 25 round tables · 200 chairs + 10% = 220
Tables
60in Round Table
Suggested qty: 25
$9.23 × 25
● Available (21 left)
8ft Banquet Table
Alt: 20 tables for 200 guests
$12.30 × 20
● Only 14 available Jul 5
Combine: 14 banquet + 11 round tables ✓
Chairs
White Padded Garden Chair
Suggested qty: 220 (200 + 10%)
$3.59 × 220
● Available (300 in stock)
Suggested Add-Ons
WeddingBased on event type: Wedding / Reception
✓
String Lighting Med. Bulb
150 bulbs suggested · $1.03 ea
● Available
✓
Tent Liner, White
1 liner · $0.90
● Available
✗
3×3 Oak Dance Floor
Sections for 12×12 floor · $18.50 ea
● Available
✗
6-Sided Glass Chandelier
$41.00 ea · 1 in stock
● Limited (1)
Selected Line Items
Tent $1,568 · Tables $230.75 · Chairs $789.80 · Lighting $154.50 · Liner $0.90
Subtotal: $2,743.95
Step 7 of 10 — Product Recommendations
Quote — Tyler & Megan Brooks · #AE-2026-0058
Jul 5, 2026 · Wedding · 200g
| Item | Cat | Qty | Unit | Total |
|---|---|---|---|---|
40ft × 60ft Frame Tent | Tent | 1 | $1,568.00 | $1,568.00 |
60in Round Table | Table | 25 | $9.23 | $230.75 |
White Padded Chair | Chair | 220 | $3.59 | $789.80 |
String Lighting Med. Bulb | Light | 150 | $1.03 | $154.50 |
Tent Liner, White | Tent | 1 | $0.90 | $0.90 |
+ Add Item
⚡ Step 9: Profit Projection BACKEND ONLY
Target: 25%
Company Default
Vehicle / Transportation Cost
UHaul Rental
Company Truck
Both
Day Rate (default)
$49.95 / day
Rental Days
1
Per-Mile Rate (default)
$0.99 / mi
Round-Trip Miles (auto)
8.6 mi
UHaul MPG (default)
10 MPG
Gas Price (last updated Apr 1)
$3.49 / gal
Fuel cost: (8.6 mi ÷ 10 MPG) × $3.49 = $3.00
Total Vehicle Cost
$61.47
Day $49.95 + Miles $8.51 + Fuel $3.00 + Toll $0
Inventory Cost (auto)$1,248.32
Labor Cost (14 hrs × $15.67)$219.38
Vehicle Cost (UHaul)$61.47
Special / Misc$0.00
Total Cost$1,529.17
Suggested Price @ 25%$2,038.89
Current Quote Total$2,743.95
Actual Margin44.3% ✓
Target: 25%Actual: 44.3%
0%25%30%50%
Quote Summary
Deposit & Payment
50% Deposit$1,462.87
Balance Due$1,462.87 · Mon Jul 1
Booking #AE-2026-0041 — Jennifer Reyes
ConfirmedBalance Overdue
Margin: 22.1%
Job Costing & Profit Summary
Revenue$9,800.00
Inventory Cost$4,218.40
Labor (3 crew · 14 hrs)$282.00
Vehicle: Company Truck flat$100.00
Mileage (48.2 mi × $0.67)$32.29
Truck Fuel (48.2 ÷ 12 MPG × $3.49)$14.02
Tolls$8.50
Total Cost$4,655.21
Gross Profit$5,144.79
Profit Margin22.1%
0%25%30%50%
⚠ Below 25% target. Review inventory cost or adjust pricing.
Route Costing
From: 818 S. Heald St, Wilmington DE
Round-Trip Miles48.2 mi
Est. Tolls$8.50
Mileage Cost$32.29
Fuel Cost (truck)$14.02
Payment
Deposit Paid$4,900.00
Balance Overdue$4,900.00
| Name | Category | SKU | Qty | Price | Cost | Taxable | Last Updated |
|---|---|---|---|---|---|---|---|
30ft × 30ft Frame Tent | Tent | 30FTX317 | 99 | $784.13 | $320.00 | ✓ | Jan 1, 2026 |
White Padded Chair | Chair | D9A947CE | 300 | $3.59 | $1.20 | ✓ | Jan 1, 2026 |
Delivery Fee Service item | Service | SVC-001 | — | $250.00 | — | ✗ | Mar 10, 2026 |
Step 1 — Scope
▦
All Products
◈
By Category
☑
By Selection
◉
Single Item
Step 2 — Method
+ Dollar
+ Percentage
− Dollar
− Percentage
Increase by:
Preview — 1,058 items · +5%
| Item | Current | New | Δ | |
|---|---|---|---|---|
✓ | 30×30 Frame Tent | $784.13 | $823.34 | +$39.21 |
✓ | White Padded Chair | $3.59 | $3.77 | +$0.18 |
✗ | Delivery Fee Excluded | $250.00 | $250.00 | — |
ACTION EVENTS
Step 3 of 11
STEP 3 OF 11
Indoor, Outdoor, or Both?
This helps us recommend the right equipment for your event.
💡 Outdoor events often benefit from tent coverage. We will help you find the right size next!
🏛️
Indoors
⛺
Outdoors
🏡
Both
Your Selections
📅 May 17👥 175 Guests💍 Wedding
Auto-saved
Apr 8
Apr 9
Apr 10
Apr 11
Apr 12
🚚 DeliveryScheduled
Priya & Arjun Nair
📍 Riverside Vineyard, Medford NJ
30×45 Tent · Tables (18) · Chairs (180) · Lighting
RT Miles
52.4
Tolls
$6.25
Truck
$100
Fuel
$15.24
JD
MR
TK
⏰ 8:00 – 12:00 PM
🚚 DeliveryIn Progress
Bright Futures Inc.
📍 Brandywine Convention Ctr, Wilmington DE
40×80 Tent · Banquet Tables (30) · Chairs (350) · Stage
RT Miles
8.6
Tolls
$0.00
Truck
$100
Fuel
$2.50
JD
AP
BL
SO
⏰ 10:00 AM – 3:00 PM
Reports
27 reports · All read-only · Export to CSV or PDF
All Reports
💰 Sales & Revenue
📈 Profitability
🔧 Operations
👥 CRM & Clients
🏛 Tax
Revenue by Month
Total revenue per calendar month with prior year comparison column.
Sales & Revenue
Revenue by Event Type
Wedding vs. Corporate vs. Fundraiser vs. Birthday — which brings in the most.
Sales & Revenue
Quote Conversion Rate
Leads → Quotes Sent → Booked, with conversion % at each pipeline stage.
Sales & Revenue
Job Margin Summary
Every booking: revenue, total cost, gross profit, and margin % color-coded green/amber/red.
Profitability
Vehicle Cost Report
UHaul vs. company truck costs by job, total fuel spend, and total mileage by date range.
Profitability
Labor Cost Report
Total labor hours and cost by date range, by employee, and by event.
Profitability
Upcoming Events
All confirmed bookings in the next 30/60/90 days with delivery dates and balance status.
Operations
Inventory Utilization
How often each item is booked, total rental revenue per item, items never booked.
Operations
Inventory Price History
Full audit trail of every price change by item, batch, or date range.
Operations
Client Lifetime Value
Every contact sorted by total revenue generated, with event count and last event date.
CRM & Clients
Repeat Client Report
Contacts with 2+ completed bookings — your most loyal customers.
CRM & Clients
Sales Tax Collected
Total tax collected by state and by date range — ready for tax filing.
Tax
Job Margin Summary
All bookings — Apr 1 to Apr 30, 2026
This Month
Last Month
This Quarter
This Year
Filter:
All
⚠ Low
⚡ Warning
| Client | Event Date | Event Type | Revenue | Total Cost | Gross Profit | Margin | Status |
|---|---|---|---|---|---|---|---|
Priya & Arjun Nair | Apr 14 | Wedding | $8,300 | $5,478 | $2,822 | 34.0% | ✓ Good |
Lopez Family Quince | Apr 12 | Party | $3,400 | $2,648 | $752 | 22.1% | ⚠ Low |
Bright Futures Inc. | Apr 13 | Corporate | $14,200 | $9,612 | $4,588 | 32.3% | ✓ Good |
Harvest Baptist Church | Jun 21 | Fundraiser | $7,850 | $5,746 | $2,104 | 26.8% | ⚡ Warning |
Avg Margin
28.8%
Jobs at Target
2 / 4
Total Revenue
$33,750
Total Profit
$10,266
StateCodeGeneral TaxRental TaxNotes
Delaware
DE
✓ No sales taxNew Jersey
NJ
Rental = generalPennsylvania
PA
⚠ Rental differsMaryland
MD
Occasional jobs… 46 more states seeded with 0.00%
Vehicle & Transportation Cost Defaults
These values auto-populate in the QBA Profit Projection step. Staff can override per job.
⚠️
Gas Price needs updating
Last updated Apr 1, 2026 — 9 days ago. Review before building quotes.
Non-Profit Registry
EIN and determination letter required for all exempt clients.
| Client | EIN | Type | Letter | Status | |
|---|---|---|---|---|---|
Sunrise Community Church | 23-4567890 | 501(c)(3) | ✓ On File | Exempt | |
Harvest Baptist Church | 20-1234567 | 501(c)(3) | ✓ On File | Exempt | |
First Hope Church | 45-9876543 | 501(c)(3) | ⚠ Expired | Pending |