CRP OS

CR

Settings

Configure company profile, workflow defaults, roles, notifications, and integrations.

Company Profile

Core business identity and operating location defaults.

App Preferences

Default landing views for daily operations planning.

Project Defaults

Starting values for newly created operational projects.

Used to prefill target completion on new projects.

Notifications

Saved notification preferences. Delivery channels will be wired in a later phase.

Cancel

Users & Roles

Role model for future production authentication and user management.

Admin

Full access to company settings, projects, reports, and operational records.

Operations Manager

Manages day-to-day projects, vendors, inspections, and client follow-up.

Inspector

Focused access for inspection workflows, photos, and checklist completion.

Vendor

Limited vendor access for assigned project work and status updates.

Full user management will be enabled when production authentication is configured.

Integrations

Current communication capabilities and planned operations integrations.

Communication & Reports

Enabled

PDF reports and email draft generation without OAuth.

PDF Reports Enabled

Download project and inspection reports as PDFs.

Email Draft Generator Enabled

Open prefilled Outlook Web compose links without storing email tokens.

Supabase

Connected

Database, auth foundation, and storage.

Twilio

Coming soon

SMS updates for field operations.

QuickBooks

Coming soon

Accounting and invoice sync.

Stripe

Coming soon

Payments and billing automation.

Jotform

Not connected

External intake and request forms.

Zapier

Coming soon

Automation bridge for other tools.