Welcome back
Hereβs whatβs happening with Garescape today.
Priority Center
Only items that genuinely need your attention.
No urgent priorities right now.
New Leads
0Cloud leadsπ₯
Estimates
0All estimatesβ€
Active Projects
0Not completedπ§°
Pending Invoices
$00 invoicesοΌ
Paid This Month
$0Recorded paymentsβ
Quick Actions
Owner / AdminUpcoming Schedule
No appointments yet.
Recent Activity
Cloud databaseNo recent activity yet.
Leads
Website, referrals and new opportunities.
Estimates
Quotes, scope of work, line items and sales status.
Projects
Approved work, schedule, value and progress.
Schedule
Appointments and active job dates.
Clients
Customer contact and project history.
Marketing
QA READYSee which lead sources, campaigns and keywords produce estimates, won projects and contract value.
Tracked Leads
0All sourcesπ₯
Estimates
0From tracked leadsβ€
Won Projects
0Converted businessβ
Conversion
0%Lead to projectβ
Contract Value
$0Attributed revenueοΌ
Results by Lead Source
Google Β· Website Β· Yelp Β· Referral Β· OtherCampaign Results
Keyword Results
Website tracking ready: new website leads can include source, campaign, keyword, ad content, referrer and Google Click ID.
Invoices
Owner-only financial view.
Payments
Recorded payments. Card and bank details are never stored here.
Expenses
Project purchases, taxes and categorized job costs.
This Month
$0Recorded expensesοΌ
Sales Tax
$0Potential deduction record%
Needs Review
0Uncategorized or pending!
Receipts
Photograph purchases and keep them organized by project for audits.
Add Receipt / Expense
No banking or card numbers are stored.Receipt Intelligence reads the photo, proposes vendor/date/total/tax/category, detects material line items and checks for duplicates. Review before saving.
Receipt Intelligence is ready. Choose or take a receipt photo.
Card Balances
Purchases, payments and current balances for Visa, Mastercard and American Express.
Accounting & Taxes
Owner-only financial command center. 2026 runs in testing mode; 2027 is prepared as the official CRM accounting year.
2026 TESTING COMPLETE β Accounting & Taxes feature set is frozen for parallel testing against QuickBooks. Use Priority Center and Year-End Readiness for exceptions.
Income
$0Selected yearοΌ
Expenses
$0Posted expensesβ¦
Net Profit
$0Income minus expensesβ
Tax Reserve
$0Recommended set-aside%
Uncategorized
0Needs owner review!
Accounting Year
Profit & Loss Snapshot
Owner / Admin OnlyRecent Accounting Activity
Project Profitability
Actual cost vs contract valueEstimate Margin Health
Internal profitability β never shown to clientsManual Accounting Entry
Owner OnlyEntry Safety
Audit ProtectedClosed months cannot be edited. Every accounting insert, update or deletion is logged. Reopen a month first if an old transaction legitimately needs correction.
Do not enter bank account numbers, routing numbers, full card numbers, CVV, passwords or Social Security numbers in descriptions.
Transactions
Selected accounting yearProfit & Loss
Owner / Admin OnlyTotal Assets
$0Recorded CRM balancesTotal Liabilities
$0Recorded obligationsTotal Equity
$0Including current-year earningsBalance Check
$0Assets β Liabilities β EquityBalance Sheet uses balances recorded inside the CRM. During 2026 testing, compare this snapshot with QuickBooks and reconciled statements before relying on it for tax or financial reporting.
Assets
What Garescape owns / is owedLiabilities
What Garescape owesEquity
Owner equity and retained/current earningsTax Reserve Plan
Planning ToolTax Reserve History
Budget vs Actual
Estimate cost compared with real labor, receipts and materialsProject Cost Entries
Granular job-cost ledgerNew Reconciliation
Monthly ControlMonthly Close
Owner ControlClose a month after reconciliation. Closed months reject accounting transaction changes until the Owner reopens them.
Reconciliation History
Chart of Accounts / Categories
Initial Garescape accounting categoriesAccounts Receivable
$0Open customer balancesTax Review
0Needs Owner / CPA reviewUnreconciled
0Accounts needing attentionLow Margin
0Estimates requiring reviewMonthly Financial Summary
Income, expenses and net profit by month.
Quarterly Tax Reserve
Planning reserve only; CPA review remains authoritative.
CPA Export
Download clean CSV files for the selected fiscal year.
Accounting Audit Trail
Owner OnlyFiscal Year Close
Review readiness before closing. 2026 remains a testing/comparison year.
Select a fiscal year and run Readiness Check.
Opening Balances
Next Fiscal YearPrepare Year-End to review carry-forward balances.
Year-End Checklist
QuickBooks comparison for 2026 Β· CRM official cycle from 2027Accounting safety: this module stores business records and totals, not full card numbers, bank credentials, CVV, passwords, Social Security numbers or routing numbers. Keep 2026 official books in QuickBooks while this CRM remains in testing mode.
Job Photos
Before, progress, after and problem photos organized by project.
Add Job Photos
Take photos now or choose several. Review and arrange them before saving.
Crew & Labor
Employees, project access and field roles.
My Work / Mi Trabajo
Assigned projects, hours, progress and jobsite problems.
Assigned Jobs
0Active assignmentsπ§°
Hours This Week
0Submitted hoursβ·
Open Problems
0Assigned jobs only!
Assigned Projects
No assigned projects yet.
Submit Hours
Progress Update
Report a Jobsite Problem
Reports
Operational and financial reporting.
Contract Value
$0Cloud projectsοΌ
Payments
$0Recordedβ
Open Leads
0Pipelineπ₯
AI Landscape Design
Save a generated concept, calculate a preliminary budget and send the image to the client.
New AI Design
The generated image remains private until you choose Send to Client.
Live image generation: the provider is not connected yet. For now, save a generated concept image here; the delivery and estimating workflow is fully prepared.
Elements Shown in the Design
Enter approximate quantities. The CRM uses matching historical estimate prices when available.
Select design elements to calculate a rough estimate.
Saved Designs
View the concept, preliminary range and email delivery status.