As of 2026-10-16
beta
Customer overview
Customers at a glance — quotes, projects, and unpaid invoices in one view. CRM features (leads, opportunities, reviews) are deferred for v1.
Quick actions
As of 2026-10-16
| # | Customer | Amount |
|---|---|---|
| 5d49d656 | — | $3,693.00 |
| f4377f1a | — | $1,650.00 |
| Q-000001 | — | $4,400.00 |
| Total | $9,743.00 | |
$0.00
0 overdue
— nothing overdue —
CRM features — deferred
Leads, opportunities, contracts, appointments, reviews and referrals are deferred for SAE Books v1. The data shown here is derived from existing invoicing + projects state — no separate CRM is needed.