A3MS Corp — CRM

Good morning, Aldo 👋

📁

Total Jobs

All departments

⚡

In Progress

Active right now

→ View active jobs

💳

Pending Payment

To collect

→ View outstanding

💵

Total Revenue

All time collected

→ View breakdown

📋

Open Estimates

— pending

→ View estimates

Jobs

🔍

Address	Customer	Dept	Status	Amount	Sales

Pipeline

Leads

Estimates

In Progress

Collected

Sales Team

Aldo

Owner · PM · Sales

Guillermo

Sales · PM

Michael D.

Internal Sales

Julio Afre

External Partner

New Job

Add a new project to A3MS Corp CRM

Department

🏠

Roofing

Repairs, replacements & inspections

🔨

Remodeling

Interior & exterior renovations

🚨

EMS

Emergency mitigation services

📋

Permits

Permit services only — no labor

Property & Customer

Property Address *

Customer Name *

Client Type *

Phone Numbers

Email Addresses

Job Details

Lead Source *

Describe the lead source:

Sales Contact *

Site Visit Needed?

Insurance Claim?

Insurance Details

Insurance Company *

Policy Number *

Adjuster / Lawyer *

Referred to A3MS By *

Occupancy *

Policy Document Optional

Upload policy document

PDF accepted

Permits Required?

Subcontractors?

Who Buys Materials?

Materials Split

Subcontractor covers

A3MS / Others cover

Phases & Payments

Payment Structure

Deposit + Final Payment

Enter Deposit As

Deposit %

% of contract value

Final Payment Due

Media & Documents

Photos

Drop photos here or click to upload

JPG, PNG, HEIC · Multiple files · Auto date-stamped

🖼

IMG_4821.jpg

Apr 8, 2026 · 2.4 MB

Documents

Upload documents

Contracts, plans, permits, insurance docs, inspection reports…

Notes

Internal Notes Employees only

Not visible to customers or external contacts.

Contacts

Everyone A3MS does business with — click any contact to view details

Total Contacts

Linked Jobs

Gross Revenue

$312K

Referrals Brought

🔍

Name	Type	Phone	Jobs	Last Job	Revenue	Pref. Contact

All Permits (16)

Permit Services (8)

Inspections (6) — 3 urgent

All Permits

Standalone services and job-linked permits

📋

Total Permits

All types

⏳

In Process

Awaiting county

⚠️

Expiring Soon

Within 30 days

✅

Closed

All inspections passed

🔍

Permits

Address	Type	Source	Permit #	Status	Expiration	Next Inspection	Paid / Due
4255 2nd Ave N, St. Pete	Remodeling	Job-Linked	#2026-512	In Process	Sep 15, 2026	TODAY 9AM	N/A
Adriel Nieto — Permit	Electrical	Service	#2026-441	In Process	Oct 11, 2026	TODAY 9AM	$600 paid $600 due
Dany Mendoza — Permit	Framing	Service	#2026-388	In Process	Sep 22, 2026	Apr 14 2PM	$1,200 paid $0 due
Fort Wilderness Pool	Roofing	Job-Linked	#2026-395	Submitted	Oct 5, 2026	Not scheduled	N/A
Sean O'Farrell — Permit	Final	Service	#2026-201	Ready	Aug 15, 2026	All passed	$1,200 paid $0 due
14945 Huntcliff Park Way	Plumbing	Job-Linked	Not assigned	Not Submitted	—	—	N/A

Permit Services

Standalone permit service jobs — A3MS pulls permits for contractors

📋

Active Services

In process

💵

Collected

$9,600

All time

💳

Outstanding

$1,200

Balance due

🔍

Inspections Due

Need attention

Permit Services

Client	Permit Type	Permit #	Status	Expiration	Next Inspection	Deposit	Balance
Adriel Nieto	Electrical	#2026-441	In Process	Oct 11, 2026	TODAY 9AM	$600 ✓	$600 due
Dany Mendoza	Framing	#2026-388	In Process	Sep 22, 2026	Apr 14 2PM	$1,200 ✓	Paid in full
Sean O'Farrell	Final	#2026-201	Ready	Aug 15, 2026	All passed ✓	$600 ✓	Paid in full

Inspections

All permit inspections — click any card to manage

🚨

No Confirmation

Urgent

📅

Upcoming

Next 7 days

✅

Passed

This month

💸

Missed — Chargeable

Extra charge flagged

4255 2nd Ave N, St. Pete

Orange County · Electrical

No Confirmation

Date & Time

TODAY · 9:00 AM

Permit #

#2026-512

Contact

Ascent Construction

💬

WhatsApp sent to Ascent Construction

APR 12 · 08:00

Pending

Adriel Nieto — #2026-441

Orange County · Electrical

No Confirmation

Date & Time

TODAY · 9:00 AM

Permit #

#2026-441

Contact

Adriel Nieto

💬

WhatsApp sent — no response

APR 11 · 08:00

Pending

Dany Mendoza — #2026-388

Osceola County · Framing

Confirmed

Date & Time

Apr 14 · 2:00 PM

Permit #

#2026-388

Contact

Dany Mendoza

💬

Confirmed by Dany Mendoza

APR 9 · 10:00

Confirmed

Sean O'Farrell — #2026-201

Osceola County · Final

Passed

Date

Apr 8 · 11:00 AM

Result

✓ Passed

Balance

Awaiting collection

Client X — #2026-290

Orange County · Plumbing

Missed

Date

Apr 9 · 10:00 AM

Missed By

Client — chargeable

Re-inspection

Needs scheduling

Extra Charge Flagged — Isma Notified

Isma has been notified to invoice the client for the missed inspection fee.

Schedule Inspection