Sferra Command Center

Settings

Administrative setup areas for pricing, quoting, and operational defaults.

Walk a new office through company info, logo, users, services, price book, first lead, and first inspection.

Practice with demo records and no-save training forms before staff enter live customer information.

Manage waterproofing categories, units, pricing, costs, margin notes, and active quote items.

Add staff, update roles, and turn main tabs on or off so each person only sees the tools they need.

Manage proposal terms, exclusions, warranty copy, invoice footer, notifications, and job checklist template previews.

Upload, map, preview, validate, and import customer/property CSV files. Pattern is reusable for future imports.

Download audited CSV exports for customers, leads, proposals, jobs, invoices, payments, and job costing.

Create secure ICS subscription links for estimator, crew, and job calendars, and regenerate feed tokens when access should be revoked.

Connect Apple Calendar for two-way schedule syncing with safe privacy controls and visible sync history.

Filter important activity across customers, leads, proposals, jobs, schedules, invoices, exports, and admin settings.

Manage operational checklist templates that copy into jobs based on proposal services.

Edit customer-facing email and SMS templates. Test sends use the active provider and log outbound communications.

Edit company name, phone, address, logo, brand colors, proposal defaults, tax placeholders, financing, warranty, terms, and exclusions.