Kaim Contracting

Clients

0

Total in system

Active Jobs

0

Scheduled

Open Estimates

0

Awaiting approval

Outstanding

$0

Unpaid invoices

Revenue

$0

Collected (paid)

Pipeline

$0

Total potential

Recent Activity

📋

No activity yet

Add your first client to get started

WorkflowClients by stage

Needs Follow-Up 3+ days without activity

All caught up 👍

Revenue Analytics Last 6 months

Client	Phone	Service	Est. Value	Lead Source	Status	Added	Actions

#	Client	Service	Total	Deposit	Status	Date	Actions

#	Client	Total	Deposit	Balance Due	Status	Due Date	Actions

Job ProfitabilityPaid jobs with cost entered

Top Clients by ValueLifetime spend

Revenue by Service

Business Snapshot

Compose Message

To

Channel

Subject

Message

Requires EmailJS + Twilio — configure in Settings

Message History

No messages sent yet

Quick Templates

Calendar

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Upcoming Jobs

No jobs scheduled

🏢 Business Info

Business Name

Owner Name

Phone

Email

Website

Address

License #

Tax Rate (%)

Default Deposit (%)

Default Payment Terms

Invoice Footer / Warranty Text

Google Review Link

💳 Stripe Payments

Stripe Payment Link URL

Create in Stripe → Payment Links. Accepts cards & ACH bank transfer.

Setup: stripe.com → free account → Payment Links → create → paste URL here.

📧 Email via EmailJS (Free)

Service ID

Public Key

Estimate Template ID

Invoice Template ID

Setup: emailjs.com → connect Gmail → create templates → paste keys here. 200 emails/month free.

📱 SMS via Twilio

Account SID

Auth Token

Twilio Phone #

Note: Use a Netlify Function to proxy creds server-side. twilio.com has free trial credits.

🔔 Automations

Email client when estimate sent

Auto-sends estimate copy

Text client when job is scheduled

SMS job confirmation

Email invoice when job complete

Triggers on status → Invoiced

Payment reminder 3 days before due

Friendly email nudge

Review request after payment

Sends Google review link