User Guide

Getting Started

worldFURY Swimmingly CRM is designed to help contractors manage their work and give customers a clean portal for estimates, approvals, jobs, and contractor connections.

Contractor Dashboard

The contractor dashboard is the main command center for your company. It summarizes the work that needs attention and gives quick access to core modules.

• View today’s events, overdue follow-ups, new customers, and never-contacted customers.
• See a brief overview of estimates, pending approvals, and estimated value.
• Review current jobs and jump directly into job details.
• Monitor connection requests from customers and contractors.
• Open customers, jobs, estimates, tools, vehicles, calendar, and company settings.
• Read CRM news and Version 1.5 feature updates.

Customer Dashboard

The customer dashboard gives customers one place to review contractors, estimates, jobs, account information, and service ZIP settings.

• View connected contractors and remove connections when needed.
• Review pending estimates and approve estimates that are ready for acceptance.
• View approved or converted estimates.
• Open shared jobs and see project details made visible by the contractor.
• Update customer information and service ZIP.
• Use quick links to find contractors, view estimates, view jobs, or log out.

Customers

The customer module stores contractor-side customer records and supports contact history, follow-ups, leads, and job/estimate relationships.

• Add and manage customer records.
• Track contact history and contact results.
• Use follow-up dates to manage future customer activity.
• View customer status such as Has Lead, Follow Up Needed, Out of Business, or Never Contacted.
• Connect customers to estimates and jobs.

Contractor Directory

The contractor directory allows customers and contractors to find public contractor profiles. Directory visibility is supported by company profile settings and service-area information.

• Browse public contractor profiles.
• Search contractors by name, services, or directory information.
• Use service ZIP and radius information to understand service coverage.
• Open contractor profiles to view bio, services, photos, contact info, and feedback.
• Send a connection request to a contractor.

Connections

Connections link customers and contractors together. Contractors can approve or deny incoming requests, and approved connections can be used for jobs and estimates.

• Customers can request to connect with contractors from public profiles.
• Contractors can review pending connection requests.
• Approved customer connections appear on contractor dashboards.
• Approved contractor connections can be used to create jobs.
• Contractor feedback actions appear only for contractor-to-contractor connections.

Jobs

Jobs organize active project work. Contractors can create jobs, share selected information with customers, and manage job details such as timelines, notes, materials, labor, files, and photos.

• Create jobs connected to a customer or customer portal account.
• Track status such as Planning, Scheduled, In Progress, On Hold, or Completed.
• Share timeline details with customers when appropriate.
• Share materials and labor information with customers using visibility controls.
• Attach calendar entries to jobs.
• Delete jobs and keep related estimate cleanup behavior consistent.

Estimates

Estimates allow contractors to prepare project pricing, share estimates with customers, collect customer approval, print documents, email estimates, and convert accepted work into jobs.

• Create estimates for customer work.
• Build estimate details using materials, labor, and total pricing.
• Make estimates visible to customer portal users.
• Allow customers to review and approve estimates.
• Print customer-facing estimate documents.
• Convert accepted estimates into jobs.
• View pending and approved estimates from customer and contractor dashboards.

Calendar

The calendar helps contractors schedule events, reminders, estimates, follow-ups, meetings, job starts, and deadlines.

• Add events with title, date, time, type, and notes.
• Use month view for a traditional calendar layout.
• Use list view for a day-by-day schedule.
• Delete calendar events when they are no longer needed.
• See today’s event count from the contractor dashboard.

Tools

The tools module tracks company tools, equipment, purchase value, serial numbers, condition, notes, and loan-outs.

• Add tools with name, category, serial number, value, purchase date, status, and notes.
• Switch between box view and list view.
• Filter tools by Available, Loaned, Broken/Missing, or Retired.
• Search tools by name, category, serial, status, or notes.
• Open tool details to edit the tool or manage loan history.
• Mark tools returned and automatically restore available status when no open loan exists.

Vehicles

The vehicles module tracks company vehicles, mileage, plates, VINs, status, notes, and vehicle service logs.

• Add vehicles with name, year, make, model, VIN, plate, mileage, status, and notes.
• Switch between box view and list view.
• Filter vehicles by Active, Maintenance, or Inactive/Sold.
• Open vehicle details to update status and vehicle information.
• Add logs for mileage updates, oil changes, repairs, fuel, registration, insurance, inspections, accidents, and other events.
• Track total logged vehicle costs.

Public Contractor Profiles

Contractor profiles are the public-facing company pages customers and contractors can view from the directory.

• Display company name, phone, email, website, service area, and public profile information.
• Show simple bio and words of wisdom.
• List services provided by the company.
• Display uploaded project/profile photos in grid or collage mode.
• Show approved anonymous feedback and star ratings.
• Allow customers or contractors to send connection requests.

Feedback

Feedback helps build trust around contractor profiles. Approved anonymous feedback can appear on public profiles.

• Customers can leave contractor feedback.
• Contractors can leave feedback for contractor connections.
• Feedback can include star ratings and comments.
• Approved feedback appears on contractor profiles.
• Feedback supports reputation and customer confidence.

Company Settings

Company Settings combines company details and public profile management into one owner-only settings page.

• Update company name.
• Set service ZIP and service radius.
• Update public phone, public email, website, simple bio, and words of wisdom.
• Choose photo display style.
• Add, update, or delete services.
• Upload or delete contractor profile photos.
• Update the owner account password.

Customer Portal

The customer portal gives customers controlled visibility into the work contractors choose to share.

• Customers can update their customer information and service ZIP.
• Customers can find contractors and request connections.
• Customers can view pending estimates and approve work.
• Customers can view approved estimates and print estimate copies.
• Customers can view jobs shared with their portal account.
• Customers can view shared timelines, notes, materials, labor, and job details when enabled by the contractor.
• Customers can leave feedback for connected contractors.

What’s New in Version 1.5

Version 1.5 focuses on usability, interface polish, customer-facing workflows, and stronger contractor operations.