Demo · made-up data, nothing is saved

WebsiteSite Light OpsOps Customer PortalPortal Crew appCrew

Light OpsThe Light Guys

Dashboard To-dos2 Customers4 Quotes1 Invoices5 Messages0 Installations6 In Progress3

Business

Payments Season report To order3 Settings Recently Deleted

2026 season

$42,352.71 booked

$22,564.37 collected

Dashboard

Notifications38 unread

Reminder due: Grace Holloway’s quote Q-10281 hr ago$1,796.48 · sent Sep 25, opened, no answerSend reminder? →

Order 400 ft of warm white C7s for Bella Vista8 hr agoDue today · High priorityOpen to-do →

Jordan added a note on Maya Bennett’s installation6 hr agoFront roofline is up. Starting on the entry columns now.Open notes →

Noah added 6 × Timer to To Order7 hr agoFrom the crew appOpen To Order →

Jordan added a note on Elliot Harper’s installation7 hr agoAll done. Timer set for dusk.Open notes →

Elliot Harper’s job is done · $657.06 still owed7 hr agoDeposit paid · Balance $657.06. Paid another way? Mark it paid in full.Open customer →

Ask Elliot Harper for a Google review?7 hr agoClassic roofline completed Sep 28 · add your Google review link in Settings firstAdd review link →

Noah added a note on Priya Sullivan’s installation7 hr agoWreaths are up and the garland's on the railing.Open notes →

Priya Sullivan’s job is done · $1,409.13 still owed7 hr agoDeposit paid · Balance $1,409.13. Paid another way? Mark it paid in full.Open customer →

Ask Priya Sullivan for a Google review?7 hr agoRoofline, wreaths & garland completed Sep 28 · add your Google review link in Settings firstAdd review link →

New request from Rosa Delgado9 hr agoDesign Your Lights · Confirmed light design: Wrapped Trees

New request from Hannah Mercer9 hr agoContact form · Permanent lights

Message from Olivia Chen18 hr ago“The gate code is 4417, the side gate by the garage. Our dog Biscuit is friendly!” · from their Light Guys pageReply →

New request from Grant Whitfield20 hr agoQuote form · Two-story home · Roofline, front trees

Service request from Graham Ellis22 hr ago“Two strands over the garage went dark after last night's wind.”Open customer →

Jordan added 300 × Light Clips to To Order22 hr agoTile roof clipsOpen To Order →

Ellie added a note on Mila Hughes’s installation23 hr agoBack patio and the other two trees tomorrow.Open notes →

Check the storage unit inventorySun 8:00 amOverdue since Sep 27Open to-do →

Ellie added a note on Mila Hughes’s installationSun 12:20 pmDay one: front roofline and two trees done.Open notes →

Lucas Rivera · started, not completedSun 11:20 amWeather. Wind advisory. Stopped before the second-story roofline.Open In Progress →

Jack Whitaker paid INV-1018 in fullSun 10:30 am$1,396.21 collected

Grace Holloway viewed Q-1028Sat 7:30 pm$1,796.48 · no answer yet

Noah added a note on Jack Whitaker’s installationSat 11:12 amFinished. Customer walked the yard with us.Open notes →

Jack Whitaker’s job is done · $50.00 still owedSat 11:10 amDeposit paid · Balance $50. Paid another way? Mark it paid in full.Open customer →

Priya Sullivan wants to add to their Sep 28 install · more christmas lightsFri 7:20 pm“Could you add a wreath above the garage too? Same warm white.”Make an add-on quote →

Message from Leila ThompsonFri 6:25 pm“Thank you! It looks amazing. We'll pay the balance this weekend.” · from their Light Guys pageReply →

Ellie added a note on Leila Thompson’s installationThu 11:12 amFinished. Customer walked the yard with us.Open notes →

Leila Thompson’s job is done · $1,007.97 still owedThu 11:10 amDeposit paid · Balance $1,007.97. Paid another way? Mark it paid in full.Open customer →

Claire Donovan requested changesThu 8:25 amQ-1027: “Can you add wreaths on the two front windows and skip the tree w…”Review changes →

Graham Ellis paid INV-1016 in fullSep 20, 2026$1,479.78 collected

Marco added a note on Finn Carter’s installationSep 16, 2026Track is in and the app is set up with them.Open notes →

Finn Carter’s job is done · $3,480.24 still owedSep 16, 2026Deposit paid · Balance $3,480.24. Paid another way? Mark it paid in full.Open customer →

Bella Vista Trattoria approved Q-1023Sep 15, 2026$5,478.10 · approved onlineOpen quote →

Nina Patel approved Q-1025Sep 14, 2026$6,310.98 · approved onlineOpen quote →

Jack Whitaker earned $50 · Send a thank-you?Sep 13, 2026Maya Bennett paid the deposit. The email thanks Jack and says the $50 comes off this season.Send a thank-you? →

Maya Bennett approved Q-1024Sep 12, 2026$2,097.09 · approved onlineOpen quote →

Olivia Chen approved Q-1022Sep 9, 2026$2,258.82 · approved onlineOpen quote →

Sofia Mitchell approved Q-1018Sep 8, 2026$2,104.89 · approved onlineOpen quote →

You’re all caught up.

The Light Guys/Dashboard

⌘K

↑↓ move↵ openesc close

Notifications38 unread

Reminder due: Grace Holloway’s quote Q-10281 hr ago$1,796.48 · sent Sep 25, opened, no answerSend reminder? →

Order 400 ft of warm white C7s for Bella Vista8 hr agoDue today · High priorityOpen to-do →

Jordan added a note on Maya Bennett’s installation6 hr agoFront roofline is up. Starting on the entry columns now.Open notes →

Noah added 6 × Timer to To Order7 hr agoFrom the crew appOpen To Order →

Jordan added a note on Elliot Harper’s installation7 hr agoAll done. Timer set for dusk.Open notes →

Elliot Harper’s job is done · $657.06 still owed7 hr agoDeposit paid · Balance $657.06. Paid another way? Mark it paid in full.Open customer →

Ask Elliot Harper for a Google review?7 hr agoClassic roofline completed Sep 28 · add your Google review link in Settings firstAdd review link →

Noah added a note on Priya Sullivan’s installation7 hr agoWreaths are up and the garland's on the railing.Open notes →

Priya Sullivan’s job is done · $1,409.13 still owed7 hr agoDeposit paid · Balance $1,409.13. Paid another way? Mark it paid in full.Open customer →

Ask Priya Sullivan for a Google review?7 hr agoRoofline, wreaths & garland completed Sep 28 · add your Google review link in Settings firstAdd review link →

New request from Rosa Delgado9 hr agoDesign Your Lights · Confirmed light design: Wrapped Trees

New request from Hannah Mercer9 hr agoContact form · Permanent lights

Message from Olivia Chen18 hr ago“The gate code is 4417, the side gate by the garage. Our dog Biscuit is friendly!” · from their Light Guys pageReply →

New request from Grant Whitfield20 hr agoQuote form · Two-story home · Roofline, front trees

Service request from Graham Ellis22 hr ago“Two strands over the garage went dark after last night's wind.”Open customer →

Jordan added 300 × Light Clips to To Order22 hr agoTile roof clipsOpen To Order →

Ellie added a note on Mila Hughes’s installation23 hr agoBack patio and the other two trees tomorrow.Open notes →

Check the storage unit inventorySun 8:00 amOverdue since Sep 27Open to-do →

Ellie added a note on Mila Hughes’s installationSun 12:20 pmDay one: front roofline and two trees done.Open notes →

Lucas Rivera · started, not completedSun 11:20 amWeather. Wind advisory. Stopped before the second-story roofline.Open In Progress →

Jack Whitaker paid INV-1018 in fullSun 10:30 am$1,396.21 collected

Grace Holloway viewed Q-1028Sat 7:30 pm$1,796.48 · no answer yet

Noah added a note on Jack Whitaker’s installationSat 11:12 amFinished. Customer walked the yard with us.Open notes →

Jack Whitaker’s job is done · $50.00 still owedSat 11:10 amDeposit paid · Balance $50. Paid another way? Mark it paid in full.Open customer →

Priya Sullivan wants to add to their Sep 28 install · more christmas lightsFri 7:20 pm“Could you add a wreath above the garage too? Same warm white.”Make an add-on quote →

Message from Leila ThompsonFri 6:25 pm“Thank you! It looks amazing. We'll pay the balance this weekend.” · from their Light Guys pageReply →

Ellie added a note on Leila Thompson’s installationThu 11:12 amFinished. Customer walked the yard with us.Open notes →

Leila Thompson’s job is done · $1,007.97 still owedThu 11:10 amDeposit paid · Balance $1,007.97. Paid another way? Mark it paid in full.Open customer →

Claire Donovan requested changesThu 8:25 amQ-1027: “Can you add wreaths on the two front windows and skip the tree w…”Review changes →

Graham Ellis paid INV-1016 in fullSep 20, 2026$1,479.78 collected

Marco added a note on Finn Carter’s installationSep 16, 2026Track is in and the app is set up with them.Open notes →

Finn Carter’s job is done · $3,480.24 still owedSep 16, 2026Deposit paid · Balance $3,480.24. Paid another way? Mark it paid in full.Open customer →

Bella Vista Trattoria approved Q-1023Sep 15, 2026$5,478.10 · approved onlineOpen quote →

Nina Patel approved Q-1025Sep 14, 2026$6,310.98 · approved onlineOpen quote →

Jack Whitaker earned $50 · Send a thank-you?Sep 13, 2026Maya Bennett paid the deposit. The email thanks Jack and says the $50 comes off this season.Send a thank-you? →

Maya Bennett approved Q-1024Sep 12, 2026$2,097.09 · approved onlineOpen quote →

Olivia Chen approved Q-1022Sep 9, 2026$2,258.82 · approved onlineOpen quote →

Sofia Mitchell approved Q-1018Sep 8, 2026$2,104.89 · approved onlineOpen quote →

You’re all caught up.

GW

Grant Whitfield

Needs quote

(661) 555-0128grant.whitfield@example.com4410 Ridgeview Terrace, Bakersfield, CA 93312

Call Text Email New quote

New invoiceView their Light Guys page

Quoted—

Paid$0

Balance—

PaymentNo quote yet

Installation dateNo job yet

Overview Quotes & invoices Payments Designs & photos Notes & activity

Next step

Build a quote

They reached out Sep 27.

Notes

Note

Add files

No notes yet.

What they told us

Property: Two-story home
Areas: Roofline, front trees
Services: Installation, take-down & storage
Light color: Warm white
Project details: HOA wants lights down by January 10.
Preferred contact: Email

Activity

Customer created20 hr ago · Brendan

Quote form

No quotes or invoices yet. Start with New quote.

0 payments · $0 collected

No payments recorded yet. Record one when they pay.

Files & Photos

Customer files and attachments from quotes and invoices.

Preview only · changes are not saved yet

＋Add files or photosChoose images or documents from your device

Photos0

No photos added here yet.

Files0

No files added here yet.

Notes

Note

Add files

No notes yet.

Files

No files yet. Add photos or documents with a note.

Messages

0 unread

No messages yet. When Grant writes from a quote or invoice link, the conversation shows up here.

Activity

Customer created20 hr ago · Brendan

Quote form

Payments

Record payment

1Customer

2Which invoice?

3Payment

Amount

$

Method

CheckCashZelleVenmoCash AppPayPalStripeCard (Wave)Other

Date received

Check number optional

Note optional

Save only records the payment. Save & email also emails them a receipt.

Grant Whitfield

Schedule direct work

Work name

Scope

Job total

Installation date

Grant Whitfield

New job

Work name

Scope

Job total

Grant Whitfield

Merge with…

Pick the other record of the same person. You’ll compare them side by side before anything changes.

Customer

Grant Whitfield · Customer since Sep 27, 2026

Edit customer

Name

Phone

Email

This matches by . Open that customer instead of adding a duplicate?Open

Street address optional

City

State

ZIP code

Gate code optional

Referred by optional

How they found you

Interested in optional

Business

Step

Delete Grant Whitfield?
They go to Recently Deleted, where you can restore them. Their quotes, invoices, jobs and payments stay.

Schedule Install

Installation date

This job is completed. Saving a new date reopens it as Scheduled.

The date email didn’t send. Send it again below.

Installers

Avery BrooksEllie ParkJordan LeeKayla ShawLuis OrtegaMarco DiazNoah KimTessa Morgan

Installers

ABAvery BrooksEPEllie ParkGray Ford F-250JLJordan LeeWhite Ford TransitKSKayla ShawLOLuis OrtegaMDMarco DiazRed Ram 2500NKNoah KimSilver Chevy SilveradoTMTessa Morgan

Manage installers0 selected

Not finished

The job moves to Started, Not Completed and stays on In Progress until you resume it.

Reason optional

Notes optional

More

To-dosYour team's to-do list2›MessagesQuote and invoice conversations0›InstallationsJobs, dates and completed work6›In ProgressJobs being worked on now3›PaymentsEverything you have collected›Season reportThis year beside last year›To orderMaterials you need to buy3›SettingsInstallers, products, tax, terms›Recently DeletedRestore or delete forever›Design Your LightsOpen the page homeowners use›

Home Customers Quotes Invoices

Owner account

My account

Manage your sign-in and profile details.

BrendanOwner account

Full name

EmailUsed to sign in. Changing it requires your current password.

Phone (optional)

Change password Use your current password to protect your account

Current password

New password

Confirm new password

Local test mode

New customer

Add customer

Name

Phone

Email

This matches by . Open that customer instead of adding a duplicate?Open

Street address optional

City

State

ZIP code

How they found you

Interested in optional

Notes optional