To enable cloud sync and Google sign-in, paste your Firebase config below. You can get this from the Firebase Console → Project Settings → Web App.
Access Required
Bastion CRM is in early access. Enter an invite code below, or ask your admin to grant access to your email.
Bastion CRM
Your Business Command Center
⚡Monitoring
● Synced
🚨 SEVERE WEATHER ALERT
Set your state in Settings to enable weather monitoringLast checked: Never
Today's Agenda
My Tasks
Today's Reminders
Pipeline Overview
Weather Status
Cities
Revenue & Insights
Recent Activity
Calendar
Monthly Expenses
Team Chat
Top Clients
Inventory
Track materials, tools, and equipment — check them out to jobs and return them when done
Total Items
0
Available
0
Checked Out
0
Low Stock
0
Vendor Directory
Manage your suppliers, subcontractors, and service providers
Total Vendors
0
Active Jobs
0
Total Job Spend
$0
Categories
0
Service Area Map
📍 Base:Loading...⭕ Radius:50 mi🟢 Locations:0 more📌 ● High ● Medium ● Low
Email Campaign Manager
Select properties, choose a template, and send personalized emails directly from Bastion — emails are sent from your company name with your reply-to address.
Email Templates
Send Bulk Emails
Weather Monitoring
Loading weather data...
7-Day Forecast
Loading forecast...
Property Impact Assessment
Properties in areas with active weather alerts
No active alerts affecting your properties
Service Locations
Each location gets its own weather monitoring zone and map circle. Add all cities your company actively works in.
mi
Alert History
Regional Risk Profile
Loading regional data...
Resources
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Estimate Builder
Build professional estimates in minutes using pre-set pricing
·
Service Catalog
Current Estimate
Select a property, then click items to build estimate
Subtotal$0.00
Tax Rate
%
Tax$0.00
TOTAL$0.00
Invoice Management
Create, track, and manage invoices for your projects
Paid Invoices
0
$0.00
Pending Invoices
0
$0.00
Overdue Invoices
0
$0.00
Total Revenue
$0.00
All Time
All Invoices
Storm Leads
Weather-driven opportunities in your service area
Active Alerts
0
Properties Affected
0
Cities Impacted
0
Leads Not Contacted
0
Click "Scan for Leads" to check for weather-related opportunities based on recent alerts in your area.
Response Playbook
1
Immediate Response · 0–24 hours
Monitor NWS alerts and identify affected areas. Review your CRM for properties in impacted cities. Prepare inspection scripts and document templates.
2
First Contact · 24–48 hours
Call property managers in affected areas. Offer free inspections and emphasize insurance claim assistance. Log all contacts in the CRM immediately.
3
Site Inspections · 2–5 days
Conduct on-site damage assessments. Take detailed photos and measurements. Use the Photos feature to document damage per property.
4
Close the Deal · 5–14 days
Deliver written damage reports with photos. Submit repair/replacement estimates. Assist with insurance claims. Convert estimates to invoices when approved.
Call Script
💡 Tip: Personalize with the property name and specific weather event for better response rates
Social Post Generator
Before Photos
Upload before photos
After Photos
Upload after photos
Build Your Post
Preview
Select a property and upload photos to see preview
Content Calendar
Saved Posts
No saved posts yet. Generate and save your first post above.
Add Progress Update
Upload photos of today's progress
Project Timeline
Select a property and add your first progress update
Progress Post Preview
Route Planner
Select properties to visit, reorder them, and get an optimized driving route with turn-by-turn directions via Google Maps.
Available Properties
Your Route (0 stops)
Click properties on the left to add them to your route
Total Stops:0
Est. Drive Time:--
Add New Property
Input
Create Email Template
Channels
#
General
Team-wide chat
Property Threads
Direct Messages
# General
Team-wide communication
Loading messages...
Business Expenses
Track all business expenses — recurring payments, one-time costs, and generate monthly reports
This Month
$0
Last Month
$0
Year to Date
$0
Monthly Recurring
$0
Avg Monthly
$0
Monthly Overview — All Expenses
Category Breakdown
Recurring Expenses
All Expenses
Contractor Calculator
Quick calculations for materials, concrete, paint, and more
Material Estimator
📐 Calculate Area — or enter area directly below
▾
Concrete / Fill Calculator
📐 Calculate Area — auto-fills length × width below
▾
Paint Coverage
📐 Calculate Wall Area — auto-fills wall area below
▾
Unit Converter
→
Roof Pitch / Slope
Markup / Profit
Drywall Calculator
Lumber / Board Feet
Gravel / Fill Material
Stair Calculator
Floor-to-floor height
Standard: 10"–11"
Code: 7"–7.75" max
Tile / Flooring
Shape Sketch
Click the grid to place corners. Close the shape to calculate area. Works for any irregular layout — decks, roofs, rooms, lots.
0 points
Click to place first corner
Total Area
Section Builder
Add sections and cutouts to calculate irregular shapes — decks, roofs, rooms, and more.
Total Area
Saved Measurements
📐
No saved measurements yet
Run a calculation and tap "Save to Property" to start tracking measurements
Reports
Generate custom reports for your team, clients, and business tracking
Filters
🏢
Company Info
Branding, contact & area
👥
Team
Members, roles & permissions
🏷️
Statuses & Types
Labels, property types & defaults
📄
Invoices & Estimates
Tax rate, terms & defaults
📦
Service Catalog
Manage your pricing & services
🎨
Appearance
Theme, dashboard & display
🔕
Notifications
Sounds, timing & behavior
🔔
Alerts
Weather & notification prefs
📥
Import Data
Upload properties from files
🛠️
Data & Tools
Local backup, cloud sync & export
📗
QuickBooks
Sync invoices & customers
👤
Account
Sign in & app info
Display Theme
Dark Mode
Switch between light and dark display
Accent Color
Choose a primary color theme for buttons, headers & highlights
Sidebar Color
Customize the header & navigation bar color
Dashboard Cards
Choose which stat cards appear on your dashboard
Dashboard Sections
Visible Calculators
Choose which calculator tabs appear. The Saved tab is always visible.
Material Catalog
Add custom materials or edit built-in defaults for the Material Estimator.
Company Details
Your name for emails & documents
Shown on invoices, estimates & contracts
Company Logo
Upload your logo for invoices, estimates & the app header
🏗️
PNG or JPG, recommended 200×200px or larger
Service Area
Shown in the header subtitle. Leave blank for "Property Management"
Weather Alerts
Enable Weather Monitoring
Automatically check for severe weather in your area
Storm Lead Tracking
Generate potential leads after severe weather events
Notification Contacts
Get weather alerts and reminders sent directly to you
Receive weather alerts and weekly summaries
Receive urgent storm alerts via text message
Alert Types
Tornado Warnings
Tornado watches and warnings in your service area
Hail Alerts
Significant hail events (1"+ diameter)
High Wind Alerts
Sustained winds over 50 mph
Flood Warnings
Flash flood and flood warnings
Heavy Rain
Sustained heavy rainfall affecting work schedules
Winter Storms & Snow
Ice storms, snow, freeze, frost, sleet — alerts for any winter weather
❄️ Snow Alert Threshold
Alert when any snow is in the forecast. Great for snow plowing contractors.
Extreme Heat
Heat waves and excessive heat warnings
Wildfires
Fire weather warnings, red flag conditions
Hurricanes / Tropical Storms
Tropical systems, storm surge, coastal impacts
Reminder Notifications
Follow-up and appointment reminders
Alert Sensitivity
Minimum Alert Severity
Filter out lower-priority alerts to reduce noise
Minimum Hail Size
Only alert for hail at or above this size
Auto-flag Storm Properties
Automatically mark properties as "Storm — Needs Check" when severe weather hits their area
🌐 Multi-State Monitoring: Weather is automatically tracked for every state where you have properties — no extra setup needed.
Import Properties
Bring in your existing property lists. We'll auto-detect columns and let you review before importing.
📁
Drop a file here or click to browse
Supports .csv, .xlsx, .xls, and .tsv files
Copy your data from Excel, Numbers, or Google Sheets and paste it below. Include the header row.
Map Your Columns
We auto-detected your columns. Adjust if needed — only "Name" is required.
Default City
If your data doesn't have a city column, assign all imports to:
Preview (first 5 rows)
Tax & Pricing
Auto-fills on new estimates. You can still override per-estimate.
Customize the terms that appear at the bottom of each document type
Appears in the Terms section of generated estimates
Appears at the bottom of generated invoices
Each line becomes a separate bullet point in the contract. Leave blank to omit the Terms section.
Service Catalog
Manage services and pricing used in the Estimate Builder
Default Property Status
When adding a new property, which status should it start with?
Custom Status Labels
Rename the default statuses to match your workflow. Leave blank to keep the default.
● New
● Contacted
● Quoted
● Won
● Lost
Default Priority
Property Types
Manage the property types available in dropdowns and filters. Your existing properties won't be affected if you delete a type.
Reminder Notifications
Browser Notifications
Show system notifications for reminders (even when tab is in background)
Reminder Sound
Play a chime when reminders are due
Notification Behavior
Sound Effects
Play a sound when notifications appear
Auto-Dismiss
Notifications disappear automatically
Notification Events
Choose which actions trigger a notification
Export & Backup
Export to CSV
Download all properties as a spreadsheet
Map & Geocoding
Fix Map Pins
Geocode properties missing map coordinates
Map Pin Status
Loading...
Service Catalog
Reset to Defaults
Restore the original estimate services list
Local Backup
Choose what gets saved to this device for offline access. Cloud data is always synced for Pro users regardless of these settings.
Local Storage UsageCalculating...
~10 MB limit
Properties & Notes
Names, addresses, statuses, notes, tasks
Clients
Client contact information
Documents
Invoices, estimates, contracts, rough estimates
Photos
Property photos (can use significant space)
Settings & Templates
App settings, email templates, catalog
⚠ Important: Disabling local backup for a category means that data will only exist in the cloud. If you lose internet access, that data won't be available offline. We recommend keeping Properties enabled at minimum.
Cloud Storage
Cloud Storage Disclaimer: Bastion syncs your data to secure cloud servers for Pro subscribers. While we take reasonable measures to protect your data, Bastion is not responsible for the loss of vital documents, photos, or business records. We strongly recommend maintaining your own backups of critical files using the CSV export and by saving important documents to your own device or cloud storage service.
Storage Status
Checking...
Migrate Old Photos & Docs
Upload any remaining base64-stored files to Cloud Storage. This reduces Firestore document size and improves performance.
Danger Zone
Clear All Local Data
Removes locally cached data. Cloud data is not affected.
QuickBooks Integration
Connect your QuickBooks Online account to sync invoices, estimates, and customers between Bastion and QuickBooks.
Q
Not Connected
Connect to start syncing
Auto-Sync Options
Choose what syncs automatically. You can always sync manually with the buttons on each invoice/estimate.
Auto-sync Invoices
New invoices push to QuickBooks automatically
Auto-sync Estimates
New estimates push to QuickBooks automatically
Auto-sync Customers
New properties with contact info create QuickBooks customers
Auto-sync Expenses
Logged expenses sync to QuickBooks
Pull Payment Status
When invoices are paid in QB, update status in Bastion
Manual Sync
Disconnect
Create or Join an Organization
Organizations let your whole team share the same properties, invoices, estimates, and contacts — everyone stays in sync with their own login.
Social Post Generator
Saved Posts