JobCrest CRM

A local installable CRM app for leads, customers, and contractor estimates.

Run

npm start

Then open http://localhost:4173.

Make It Public

See DEPLOYMENT.md for the public hosting checklist. The app is now packaged as a Node web service with npm start.

Supabase

The CRM can run locally or sync shared CRM data through Supabase.

1. Copy .env.example to .env.
2. Add your Supabase project URL and anon key.
3. Run supabase/schema.sql in the Supabase SQL Editor.
4. Restart node server.js.

What it does

• Saves leads, customers, estimates, company documents, calendar tasks, and company settings locally or through Supabase sync.
• Builds each lead's document folders from administrator-managed Document Categories in CRM Settings. Categories are shared configuration stored in the existing company JSON state, so adding categories never requires a schema or code change.
• Migrates legacy lead documents to stable category IDs automatically and records lead ID, category ID, file metadata, uploader, upload date, size, and version on every lead document.
• Stores project-conversation messages as individual Supabase rows, retains legacy messages during migration, and shows saving, saved, local-only, or retry states in the conversation feed.
• Stores contacts, jobs, estimates, tasks, documents, and activity history as independent durable rows so unrelated multi-user saves cannot overwrite one another.
• Uploads document bytes to a private Supabase Storage bucket and uses short-lived signed download links; legacy inline documents migrate automatically.
• Creates daily manager recovery snapshots and exposes /api/health for deployment monitoring.
• Builds an AccuLynx-inspired contractor estimate with customer/job information, scope, itemized costs, totals, terms, and signature lines.
• Opens an email draft from the selected estimate.
• Prints the estimate cleanly so it can be saved as a PDF.
• Includes a manifest and service worker so it can be installed from the browser when served from localhost.
• Includes PNG app icons for install support.

Run npm run check:go-live for syntax validation and the full behavioral test suite. Source-string checks are not treated as release evidence. See GO_LIVE_RUNBOOK.md for migration, 190-lead verification, pilot, and deployment gates.