ANIMUS
No file selected
Draft Lab
Prototype customer-facing portal features here without touching live CRM files, estimates, revenue, or cloud save data.
Customer Portal Concept
Tracking Preview
No portal activity yet. Use “Simulate Customer Open” to test the flow.
Customer View
Your estimate, warranty documents, care guide, photos, and approval options would live here.
Future Build
D2 Schedule
Revenue Log
| Date | Client / Job | Gross | Expenses | Labor | Profit | Expenses | Payroll |
|---|
Track labor by file, employee, hours, rate, and payment status.
Labor Log
| Date | File / Job | Employee | Role | Hours | Rate | Total | Status | Notes |
|---|
Select a file to track expenses.
New / Edit Expense
Add an expense manually or scan a receipt with AI.
| Use | Item Name | Category | Price | Total |
|---|
Receipt History
File Expenses
| Date | Title | Vendor | Category | Paid By | Notes | Amount |
|---|
Add Price Line
Estimate Options
Parts Database
Review the receipt lines before adding them.
Expense Detail
Work File
Keep a clear record for this customer and project.
Work File
Choose the job start date for this file.
Add a start date, a reason the project has not started, or both. A saved date will appear on the CRM calendar.
Receipt Reader
ANIMUS is reviewing the image and preparing the expense lines.