TrueNorth — CRM

Welcome back

Upcoming

View schedule →

Needs attention

June 2026

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Estimates

#	Title	Client	Date	Contract

Pending Approval

Estimates awaiting client sign-off

Approvals

Reports

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Settings

Appearance

Dark mode

Toggle between light and dark theme

Business

Partner names

Used in expenses, draws, and reports

Material & Price Book

Reusable priced items. Add them straight into any estimate with the “Price book” button while writing it.

Users & Access

Each person signs in with their own email + password and gets a role. Link employees/subs to their record so their work log, pay, and assignments connect. Everyone can manage their own integrations under My Account.

Data Backup

Storage usage

Local browser storage used by this CRM (~5 MB limit)

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Export data

Download a full JSON backup of all CRM data

Import data

Restore from a JSON backup (replaces all current data)

Import data

Danger zone

Clear all data

Permanently deletes every client, job, estimate, appointment, expense, and employee. Cannot be undone.

Invoices

Employees

Expenses

My Work Log

Clients

Name	Site code	Phone	Email	Jobs	Total billed

Subcontractors

Name	Phone	Trade	Insurance	Assigned jobs

Tasks

My Account

Activity Feed

TRUENORTH BUILDING

Submit a Work Request

Site / location

If your site isn't listed, choose "Site not listed" below and add the address in your request — we'll add it within 24–48 business hours.

What do you need?

More detail helps us respond faster — what's happening, where exactly, and how urgent it is.

Photos / videos (optional)

Attach anything that helps us understand the issue.

Your name (point of contact)

Phone

We'll get back to you as soon as possible.

Request submitted!

We'll be in touch soon.

Start date

End date

Full name

Role / Trade

Daily rate ($)

Zelle / Pay info

Emergency contact name

Emergency contact phone

Days worked

Pay method

Vendor / payee

Payment method

Estimate title

Status

Client

Date

Valid until

Total internal cost$0

Job status

Start date

Schedule multiple days at once

Assign employees (optional — applied to all scheduled days)

Start date

Target end date

Invoice / Payment

Invoice date

Amount invoiced ($)

Amount paid ($)

License #

Insurance expiry

Invoice date

Invoice amount ($)

Labor

Labor subtotal: $0

Email (used to sign in)

Password

Link to employee (optional)

Link to subcontractor (optional)

Admins can see and do everything, including managing users and access.

Access — what this person can see & use

Access is enforced in this browser app, not on a server — a determined person with developer tools could bypass it. For hardened control, use a backend.

Unit

Default price ($)

Saves the current scope, line items, tax, and internal cost rows so you can reuse them.

Upcoming

Needs attention

June 2026

Estimates

Pending Approval

Approvals

Reports

Settings

Appearance

Business

Material & Price Book

Users & Access

Data Backup

Danger zone

Invoices

Employees

Expenses

My Work Log

Clients

Subcontractors

Tasks

My Account

Activity Feed

PIN required

Schedule appointment

Add employee

Log pay

Add expense

Log partner draw

Log work day

New estimate

Approve estimate

Add job

Add client

New task

Delete?

Add work request

Work Request QR Code

Add subcontractor

Log a work day

New Invoice

Assign job

Update job costs

Add user

Add price book item

Choose

Save estimate as template