Research Workbench v8 / one page per vendor

Our CRM across all 20 blocks

The same layout as a vendor tab. Each line carries one mark: agreed by a person, or waiting. Only the block opened in the Loom recording carries content; the rest show the same layout with an empty state.

Lead, sales and estimate Sales and customers
Prospects, quotes and sales tooling.
Customer account Sales and customers
Not shown in the Loom recording.
Commercial accounts Sales and customers
Not shown in the Loom recording.
Service location Sales and customers
Not shown in the Loom recording.
Service agreements and renewals Sales and customers
Not shown in the Loom recording.
Scheduling and appointments Scheduling and field work
Not shown in the Loom recording.
Routing Scheduling and field work
Not shown in the Loom recording.
Work order Scheduling and field work
Not shown in the Loom recording.
Technicians and licenses Scheduling and field work
Not shown in the Loom recording.
Mobile app Scheduling and field work
Not shown in the Loom recording.
Chemical use and state reporting Compliance and treatment
Not shown in the Loom recording.
Devices and bait stations Compliance and treatment
Not shown in the Loom recording.
Inspection reports and audits Compliance and treatment
Not shown in the Loom recording.
Termite and WDO Compliance and treatment
Not shown in the Loom recording.
Invoicing and billing terms Billing
Not shown in the Loom recording.
Payments and collections Billing
Not shown in the Loom recording.
Customer messages and marketing Customer contact
Not shown in the Loom recording.
Customer portal Customer contact
Not shown in the Loom recording.
Reporting and analytics Insights and platform
Not shown in the Loom recording.
Integrations and API Insights and platform
Not shown in the Loom recording.