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LiveStaging
Ken Lee
BMF COMMAND — Manage leads, jobs, production, documents and company accounting.BMF COMMAND STAGING — Review leads, job tasks, production, documents and financials in this testing environment.
Owner Dashboard
Lead → job → workflow triggers → production → communications → media → financials.
Open Leads
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Active Jobs
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Open Tasks
0
Overdue Tasks
0
Recent Leads
Lead Follow-up
Pro Installations Lead / Job Flow
Click any stage to filter jobs currently at that stage.
Lead Center
Create, open, edit, and convert leads to jobs.
Name
Source
Service
Assigned
Status
Lead Details
Lead Notes
Jobs
Active jobs
Job #
Customer
Address
Phone
Status
Service
Assigned
Value
Status
—Job ValueIssued / paid invoices
Balance
Assigned Rep
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Detailed Work Stages
Changing a work stage runs its configured workflow. Use Edit Progress to record milestone dates.
Customer / Property
Insurance / Claim
Lead / Job Flow History
Job Communications
✦ AI Communication Summary
Click summarize.
Roofing & Siding Estimates
Open this tab to load estimates, material worksheets and homeowner contracts.
Production
MeasurementsUpload EagleView / HOVER reports in Estimating
WorksheetOpen
Stage
Orders
Material & Labor Order Worksheets
Saved Templates
Vendors
Photos & Videos
Upload job photos and review their recorded upload times.
Selected photos appear in the order shown. Maximum 25 photos.
Job Documents
Job-specific files grouped by Certificate of Completion, work orders, insurance paperwork, invoices, reports and other job categories. Administrative files remain under Company Documents.
Drop files into the selected category, or click to browse
Job Financials & Invoicing
Create, open and edit job invoices here, with AccuLynx-style worksheet sections and accounts receivable details.
Invoices
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A/R Details
Loading balances...
Payments
Supplements
Tasks
Contracts & DocuSign
Upload a PDF contract in Photos & Documents first. Create a signing draft here. No contracts are sent until an administrator enables and connects DocuSign.
Photo-assisted roofing & siding estimates
Review this job’s uploaded photos for visible roof and siding features, stories and access. Add a known measurement, review quantities, and create a material worksheet or homeowner contract.
Job record summary
This summary uses saved job totals, tasks and communications.
Saved Job Summary
Calendar
Sales appointments, open times, and days away. All times are Central Time.
AppointmentUnavailableOlder event to review
Open times
Open times follow this CRM’s appointments and each representative’s working hours. Select a time to add a lead or event.
Production Command Center
Jobs currently in Build, Roof, Windows, Siding, Gutters, or Repair.
Photos
Roof inspections, damage, progress, and completion photos. Select a job to manage its photos.
Job Photos
Open Jobs, choose a customer job, then select the Photos job tab to upload or view photos. Select photos inside the job to create a PDF in its Documents tab.
Company Documents
Upload and use shared company forms, contracts, vendor records, and templates. Customer-specific files are stored in each job’s Documents tab.
Company document permissions are loading.
Upload Company Document
Drop files into the selected category above.
Document Library
Job Documents
For customer-specific files, open a job and select its Documents tab.
Communications
Company communication hub.
InternalUse Job → Communications for permanent job history.
CustomersHomeowner communications remain attached to the job.
SuppliersSupplier notes/messages remain attached to the job.
Company Accounting
Receivables and payables across every job, with received payments ready to apply.
Record costs and draft invoices, and review commitments
Financials / Accounting
Company Accounting
Receivables and payables for the entire company, across every job.
Open Accounting to load the company balances.
Receivables use issued / paid invoices less applied payments. Draft and void invoices are excluded. Received payments awaiting allocation stay separate. Payables are recorded unpaid vendor and crew bills; purchase orders are not automatically bills.
Job details
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Reports
Lead origins, converted jobs and received customer payments.
Source & campaign → Received cash
All recorded activity · Customer receipts marked Received, rounded per receipt. Pending payments and invoice allocations do not add to this cash total.
The source and payment report will load after sign-in.
Job value and activity
Recorded job values and balances are separate from Received cash above.
Total Job Value
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Recorded Receivables
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Lead Sources
Job Stages
Staging Workflow Test
Use a fictional test job. This creates actual CRM tasks; employee emails can be sent when an active company employee is assigned.
Queued notifications remain here until delivery succeeds. Check Microsoft 365 connection and Last Error.
Overdue Tasks
✦ Pro AI
CRM-aware analysis demo.
Response
Users & Permissions
Owner/Admin can add, disable, enable, and delete users.
Name
Email
Role
Status
Microsoft 365 Email (Staging Test)
Connect the configured company mailbox with OAuth. Check Connection shows which mailbox to use. The connection is saved for server restarts. Existing queued messages remain untouched; invoice and production emails are sent from their review screens.
Click Check Connection to view status.
API & Integrations
Website lead API, email and document integrations. Measurements and supplier connections require separate setup.
API Keys
Integration Status
Website Lead APIEndpoint available; website connection pending
DocuSignConnector point ready
EagleView / HOVERReport upload available; API not connected
ABC / SRSConnector point ready
Email SMTPOptional config
New Lead
Job Communication
Send an employee email or save a communication note.
