Property Boosters
Windows & Doors — Enter password
Default: pb2025
Jobs
Job / Client
Address
Amount
Stage
Payment
Year
Priority
Leads
Drive-by leads, door knocking targets, marketing prospects
🔴 Hot   🟡 Warm   🔵 Cold   ⚫ Unset Click a pin to open the lead
Address / Notes
Area
Status
Contacted
Action
Scheduled
Source
Schedule
Job: Type:
Estimator
Casing, pine buildout, J-trim, siding & labour
Windows
Casing & Pine Buildout
Doors
J-Trim & Siding
Markup & Tax
Estimate Breakdown
ItemQtyAmount
Subtotal$0.00
Markup (14%)$0.00
HST (14%)$0.00
Total $0.00
Labour: $0 Materials: $0
Quotes
Customer / Job
Type
Amount
Date
Status
Purchase Orders
Client, internal supplies, and vendor door/window quotes
Vendor / Job
Type
PO #
Date
Total (HST incl.)
Status
Financials
Revenue, costs, and profit across all jobs
Active Jobs
0
in pipeline
Pipeline Value
$0
open contracts
Won Revenue
$0
completed
Awaiting Payment
0
unpaid
Claude — Business Agent
Analyzing your live data
New Job
Client Info
Job Details
Job
New Lead
Drive-by or marketing prospect
New Schedule Item
New Purchase Order
2 Power Street, Dartmouth NS · 902-987-1126
●
Client PO
What client pays for
○
Internal / Supplies
Caulking, trim, misc
◈
Vendor Quote
Door/window quote from supplier
Attached Quote / Document
Subtotal: $0.00
HST 14%: $0.00
Total: $0.00
Labor Quote
Property Boosters Windows & Doors
Daily Log Entry
📋 Paste from Notes App
Paste your leads list and we'll parse it into the system
Paste your notes in any format. Each line or block is treated as a lead.
Recognized: addresses, phone numbers, names, notes, hot/warm/cold status words.
Separate leads with blank lines, or each line becomes its own lead.
Import from Trello
Connect your board
1. Go to trello.com/app-key — copy API Key
2. Click Token link, authorize, copy token
Import Backup
Review before importing