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TBRS CRM

Tampa Bay Residential Services

Prototype only. Built to test layout and workflow before paid services are added.

Dashboard prototype

TBRS CRM Dashboard

Tampa Bay Residential Services · 727-777-3661

Menu

Simple owner-operator layout

April 2026

Month view with jobs, quotes, and follow-ups.

Month mode
Sun
Mon
Tue
Wed
Thu
Fri
Sat
29
30
31
1
LopezPaint quote 2 PM
2
3
DiazWindow cleaning
4
5
6
Invoice follow-upBrown rental
7
SmithPaver clean & seal
8
9
JohnsonRemodel estimate
10
11
12
13
14
MillerTV mounting
15
16
DiazExterior windows
17
18
19
20
ReminderCall quote lead
21
22
WalkerInterior paint
23
24
25
26
27
28
New leadLargo handyman
29
30
GarciaWindow cleaning
1
2
Selected job

Diaz Residence · Exterior Window Cleaning

1548 Bay Harbor Drive, Palm Harbor, FL

Status

Scheduled · Thursday 10:00 AM

Notes

Call before arrival. Side gate locked. Customer wants upstairs first.

Job pictures
Before
After

Jobs

Simple job list for testing the layout.

Diaz Residence · Exterior Window Cleaning

Palm Harbor · Thursday 10:00 AM

Scheduled
Johnson Condo · Interior Painting Estimate

Clearwater · Awaiting approval

Estimate
Brown Rental · Repair & Maintenance

Largo · Invoice follow-up needed

Follow-up

Estimates

Simple quote form for layout testing.

Subtotal$825
Total$825

Invoices

Simple invoice list for testing.

INV-2041 · Brown Rental

Largo repair job · Amount due $425

Overdue
INV-2040 · Maria Diaz

Palm Harbor window cleaning · Amount due $240

Paid

Pictures

Simple photo layout grouped by job.

Diaz Residence

Exterior Window Cleaning

Before
After
Front
Second Floor

Johnson Condo

Interior Painting Estimate

Living Room
Bedroom
Trim
Bath

Notes & To-Dos

Kept visible so nothing gets missed.

4 open
Call Mrs. Diaz

Confirm window cleaning for Wednesday at 10:00 AM.

Bring 12ft ladder

Palm Harbor job has second-floor windows and side gate access.

Send estimate

Interior painting estimate for Clearwater condo by 5 PM.

Check payment

Largo repair invoice sent Friday, no payment yet.