Material Costs
from material orders marked ReceivedMaterial Orders
No material orders yet — use the Calculator to create one.
| Name | Phone | Source | Status | Address | Added | Notes | Actions |
|---|
📐 Window Dimensions
💰 Pricing
🔧 Material Inputs
≤ 60" tall → 60" roll | > 60" tall → 72" roll
Enter dimensions to see estimate
Enter dimensions to see estimate
Enter dimensions to see estimate
| Name | Address | Invoices | New |
|---|
Connect your social accounts to pull leads from DMs automatically. Add API tokens in Settings to activate.
1. Meta (IG + FB + Ads): Go to Settings → API Keys and paste your Meta Page Access Token and Page ID.
2. TikTok: Create a TikTok for Business developer account and paste the access token.
3. Google Business: Go to Settings → API Keys, paste your Business name or Place ID, and a Google Places API key from Google Cloud Console ↗ (enable Places API, free tier).
4. Click Save Settings and the status will update. Then hit Sync Reviews to import 4–5 ★ reviewers as leads.
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🏢 Company Info
🔧 Material Prices
💳 Payment Handles
📧 Direct Email (EmailJS)
Send invoices with one click — no copy/paste. Free at emailjs.com (200 emails/month).
▼ How to set this up (5 min)
- Go to emailjs.com and create a free account
- Click Email Services → Add Service → choose Gmail → connect your Gmail → copy the Service ID
- Click Email Templates → Create Template
Set To:{{to_email}}
Set Subject:{{subject}}
Set Body: click the </> (code) button and paste:{{{html_message}}}
Save and copy the Template ID - Go to Account → General → Public Key → copy it
- Paste all 3 values above and click Save Settings
🔔 New-Booking Alerts (Email)
Get an email the instant a customer books online — it lands on your phone as a Gmail notification within seconds. Uses your EmailJS setup above, completely free. (Carrier text-to-email gateways were shut down by AT&T/Cricket in 2025, so email is the reliable option.)
Leave blank to use your Company Email above. Requires the EmailJS keys to be filled in.
🔔 Push Notifications (Lead Alerts)
Get an instant notification on this device whenever a new lead comes in — even with the app closed. Open the CRM on your phone and click Enable below.
🔑 API Keys
Free key from Google Cloud Console ↗ — enable the Places API. Restrict key to your browser for safety.
Keys stored locally in your browser only. Open Google Business ↗
☁ Cloud Sync — Access from Any Device
Connect a free Firebase database to sync your leads and invoices across all devices — including your phone. Once set up, open your CRM URL on any browser and your data follows you.
▼ How to set up Firebase (5 min, completely free)
- Go to console.firebase.google.com and sign in with your Google account
- Click Add project → name it mj-solar-crm → click Continue → disable Google Analytics → Create project
- In the left sidebar click Build → Realtime Database → Create Database
- Choose any location → select Start in test mode → click Enable
- Copy the database URL shown (e.g.
https://mj-solar-crm-default-rtdb.firebaseio.com) - Paste it in the field above → click Save Settings
- ✅ Done! Your CRM now syncs to the cloud. Open the same URL on your phone to access everything.