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Managing Customers The Customers section is where you store and organize all client contact information. Having a populated customer list allows you to quickly select recipients when creating new invoices. The Customer List View When you click Customers in th...

Items Catalog The Items page is your library of products and services. Saving your standard offerings here allows you to quickly pull them into any new invoice without re-typing details. The Items Overview At the top of the screen, you can see the overall sta...

User Profile & Settings The Settings area allows you to manage your personal information, account security, and how the interface appears to you. Managing Personal Information Under the User tab, you can view and update your primary account details: User...

Feedback and help This section allows you to communicate with the team and access support resources directly within the platform. Sidebar Menu The navigation for support is located at the bottom of the sidebar: Feedback: The primary link to open the feedbac...

Getting Started From the main landing page, you have the following options to begin: Get Started Free: Click this button to create your account. See Plans: View different pricing and feature tiers available for your needs. Go to App: If you already have ...

Goldilocks Projects Dashboard Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you an "at a glance" view of your latest project progress and provide fast jumps into your most important management workfl...

Managing Projects The Projects page is designed to help you manage your high-level initiatives and track their progress through a searchable list or grid view. Managing Your Projects At the top of the Projects page, you have several tools to organize and filt...

Managing Your Milestones The Milestones module allows you to track major goals and key phases across your various projects. This ensures that high-level targets are visible and manageable. Managing Your Milestones The Milestones page is designed to give you a...

Managing Your Tasks The Tasks module is where you manage individual work items to ensure your projects stay on schedule. This section provides a centralized view of all to-dos across your various initiatives. Managing Your Tasks The Tasks page allows you to o...

Managing Your Activities The Activities module provides a complete audit trail for your workspace, allowing you to track all project-related changes and team interactions in real time. Managing Your Activities The Activities page serves as a centralized log t...

User Profile & Settings The Settings area allows you to manage your personal information, account security, and how the interface appears to you. Managing Personal Information Under the User Profile tab, you can view and update your primary account details: ...

Feedback and help This section allows you to communicate with the team and access support resources directly within the platform. Sidebar Menu The navigation for support is located at the bottom of the sidebar: Feedback: The primary link to open the feedbac...

Goldilocks CRM: Introduction Goldilocks CRM is the customer relationship and sales management module within the BuildRunKit ecosystem. Designed specifically for founders and small businesses, it provides a simple yet powerful interface to track leads, manage ...

Goldilocks CRM Dashboard Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you an "at a glance" view of your latest sales activity, offer advanced filtering for your records, and provide fast jumps into ...

Goldilocks CRM Contacts Dashboard The Contacts page is your central directory for organizing and managing all individual relationships within your workspace. This page provides a high-level summary of your database through five metric cards: Total Contacts:...

Goldilocks CRM Deals Dashboard The Deals module is where you track revenue opportunities and their progress through your sales cycle. The dashboard provides four high-level metrics to monitor your sales health: Total Deals: The total number of opportunities...

Goldilocks CRM: Sales Pipeline Pipeline Dashboard The Pipeline page allows you to visualize and manage your sales flow with drag-and-drop. This board provides a real-time overview of your business health through high-level metrics: Total Pipeline: Displays ...

Goldilocks CRM: Tasks The Tasks module allows you to manage your daily to-do lists and stay on top of important project deadlines. Tasks Dashboard Overview The main dashboard provides a high-level summary of your current workload through five key metric cards...