Client-facing quote · Payment schedule (50/25/25) · Line items by room or category
Integrations
Feeds Go High Level (proposal stage) · QuickBooks (invoice creation) · Airtable (order and product tracking)
CRM — Go High Level
Lead capture and qualification · Client pipeline (Inquiry → Consultation → Proposal → Contract → Deposit → Active → Punch List → Complete) · Discovery call booking · Email and SMS automations · Project communications · Contact history per client
Bookkeeping — QuickBooks
Project-based invoicing (design fee + cost plus) · Markup tracking per order · Contractor payments and 1099s · Expense categorization by project · Michigan sales tax on resale items · Profit and loss per engagement