Kaim Contracting
Kaim Contracting
CRM & Business Hub
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+ New Change Order
Pick an open job and add the extra work
Clients
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Total in system
Total clients in your CRM. Click to view all.
Active Jobs
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Scheduled
Jobs currently on your calendar. One job opens it directly, more opens the schedule.
Open Quotes
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Awaiting approval
Quotes waiting on client approval. Click to manage.
Outstanding
$0
Unpaid invoices
Total unpaid invoice balance. Click to view invoices.
Revenue
$0
Collected (paid)
Revenue collected from paid invoices. Click to view.
Booked Work
$0
On the schedule
Total value of jobs on your schedule. Click to view calendar.
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Add Client
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New Leads
ClientPhoneServiceLead SourceStatusAddedActions
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All Leads
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Hot
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New Today
Completed Jobs

Pipeline

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New Quote
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All Quotes
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Open Quotes
DateClientServiceTotalDepositStatusSentActions
Client
Pick who this is for so the quote builds against their record.
The surface
Scope
Quote summary
Clean + re-sand
$0
Sealing add-on
$0
Quote the job at
$0
$0.00 per sq ft all in
Enter the square footage to price it
Hoursauto from size and condition
Cost breakdown
My rates & materials
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New Invoice
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All Invoices
$0
Outstanding
DateClientTotalBalance DueStatusDue DateActions
Submit Quote Request Collect client info on-site for the owner to price
Submitted Requests
No quote requests yet

Standard Operating Procedures

Read these before every job. Know the process, do it right.

Procedures

Select a Procedure

Choose one from the index, or create a new one.

Field Tools
0h
Today
0h
This Week
Off Clock
Status
00:00:00
Not clocked in
Weekly Summary
Pay Calculator Weekly payroll
Select a week above to calculate pay
Time Entries
No time entries yet
Checklist
Compose Message
Message History
No messages sent yet
Quick Templates
e.g. "tell them we can start next week" or "ask about adding a retaining wall"
Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming Jobs
No jobs scheduled
⚠️
Are you sure?
Job Costing
Revenue
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Direct Costs
$0.00
Gross Profit
—
Description
Qty
Unit Cost
Amount
Revenue · What You Charged
Changes save automatically · Internal only, never shown to clients
Price Book
Set each cost once and every job after fills in automatically
Item
Unit
Cost / Unit
Truck Fuel and Equipment Fuel use the live gas price automatically. The cost you type there is only a backup if the lookup is ever down.
Schedule Job

General

Business name, contact info, and preferences

Business Information
Shown to customers on quotes, invoices, emails.
Where new-lead alerts get texted. Defaults to Business Phone.
Preferences
Appearance

Dark Mode

Switch between dark and light appearance

Hide Field Tools

For solo operators. Hides the Operations section from the sidebar. Employee accounts are unaffected.

Billing

Tax rates, deposit defaults, payment terms, and change order settings

Defaults
Change Orders
Standard is 15-25% for overhead + profit
Flat fee for processing the change order

Email Templates

Customize the emails sent from the CRM. Use variables like {name} and they'll be replaced automatically.

Integrations

Connect payment processing, email, and SMS services

Payments
From stripe.com → Developers → API Keys. Use pk_live_ for real payments, pk_test_ for testing.
Only needed if using simple Payment Links instead of the built-in checkout.
Email
Google Workspace. All emails send from info@kaimcontracting.com via Google Workspace SMTP. No configuration needed.

Team

Manage who has access to the CRM and their roles

CRM Accounts
Owner has full access. Admin has owner-level access. Employee has limited access. Remove someone by deleting them from the employees list below.

Data & Export

Export financial data, back up your CRM, or load test data

Accounting Export
Export invoices, payments, and financial data as CSV for QuickBooks or your accountant.
Full database backups are handled automatically by Supabase — no manual export needed. To restore, message support.
Google Ads Conversions
Export won jobs that came from a Google Ads click as an offline-conversion CSV. Upload it in Google Ads under Goals → Conversions → Uploads (needs an import-type conversion action named Job Won (Offline)).
Demo Data
Load sample clients, quotes, invoices, and activity to test the CRM. This adds data on top of existing data.

Account

Your profile, password, and preferences

Profile
KC
Change Password
Recently Deleted
Items auto-delete after 30 days
Portals
Manage client portals and team access
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Active Portals
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Team Members
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Pending Requests
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New Change Order
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Draft
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Pending
CO #ClientReasonTotalImpactStatusDateActions

Every automation in your business, drawn end to end. Tap a workflow to open it, flip the switch on any text to turn it on or off, and tap Edit on any green message bubble to change the exact wording your customers get.

⚡ Trigger, what kicks it off 💬 Text message 📧 Email ⚙️ Behind the scenes step Greyed out + dashed = switched OFF, will not send
New Quote
Client
or
Job Details
Scope of Work
Products / Services
Subtotal$0.00
Tax (0%)$0.00
Total$0.00
Notes / Instructions
Schedule
New Invoice
Client
Invoice Details
Private: Job Costs
Amount
Balance Due$0.00
Schedule Job
Client
Job Details
Date & Time
Assignment
New Change Order
ItemQtyPriceAmount
Subtotal$0.00
Markup (20%)$0.00
Admin Fee$0.00
Total$0.00
Change Order
New Client
Client Details
Client Portal
Quote Details
Job Work Order
Record Payment
Job Complete
Send Receipt 🧾
Account
KC
New SOP