Apex CM

WO #	Description	Customer	Div	Tech	Date	NTE	Status	Actions

Account Name	Type	Billing Contact	Sites	Open WOs	Outstanding	Terms

Store #	Name	Address	City	Open WOs

Customer	Type	Division	Primary Contact	Open Jobs	Revenue YTD	Status

📋

No estimates yet

Create a new estimate using the estimator above.

Customer

Location / Division

Job Scope

LED fixtures Panel upgrade Wafer lights Drain clean Water heater Troubleshoot

📷 Job Photos AI will analyze attached photos

🖼

Drop photos or an entire folder here

Folder drop auto-fills scope, customer & runs AI instantly

📷 Take Photo 📁 Browse Files 📂 Browse Folder

🤖

AI Estimate Ready

Describe the job on the left and click
Analyze with AI to generate a quote.

Vehicles

Equipment

Maintenance

Verizon Fleet

No vehicles added yet. Use “+ Add Asset” to register your fleet.

Equipment	Serial #	Division	Assigned	Status
No equipment added yet.

Parker / Denver - Live

Evan - On Site

Kenny - Driving

Nate - Available

Activity Log

📍

GPS tracking not connected

Connect a GPS provider in Integrations to see live activity

Hi! I am your Apex CM AI assistant. Ask me anything about your business.

Price wafer lights Upsell ideas Margin check P1 workflow

Margin by Trade

No completed jobs yet — margin data will appear as jobs are invoiced.

Margin Flags

No margin flags — all jobs are within target.

Log Purchase

Purchased by

Billing to

Item

Amount

Posting as:

Threads

Select a thread

Phase 1 - Current: Stabilize Operations

Get the platform live, onboard your team, and hit target margins. First 6 months.

Phase 2 - Consulting Launch

2-4 engagements per month, commission-based. 6-12 months.

Phase 3 - Apex CM SaaS

Sell platform to other trades companies. 12-24 months.

Phase 4 - Acquisitions

Denver plumbing and Parker electrical on watchlist.

Your Company — Holding Company

Owner

Add via Users & Roles

Configure intercompany billing rules in Settings.