Pro Beatz Entertainment

🎵 Pro Beatz Entertainment — CRM v1.0

📊 Dashboard — Pro Beatz Entertainment

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Wind: —

Waukee, IA

2026 Yearly Revenue

All 2026 gigs · deposits + balances owed

2026 Gig Income

Booked & completed 2026 dates

2027 Gig Income

Booked & completed 2027 dates

Total Clients

Booked Events

Open Inquiries

Events This Month

Completed Events

Total Gross Income

Reminders Due

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Daily Meetings ● not linked

📅 Open Google Calendar

📋 To-Do

📅 Upcoming Events (Next 60 Days)

Client	Event Date	Venue	Package	Status

🔔 Follow-up Reminders

✓	Reminder	Client	Due Date	Stage	Action

📥 Recent Inquiries

Website form submissions · newest first

Received	Name	Email	Phone	Event Date	Event Type	Venue	Message	Status	Action
No website inquiries yet.

👥 Client & Event Records

Name	Email	Phone	Event Date	Venue	Package	Status	Actions

💰 Quote Generator

Client Information

Select Existing Client

Client Name

Phone

Event Date

Venue

Event Type

Quote Notes / Special Requests

Package & Add-Ons

Base Package

Custom Base Price ($)

Add-Ons

Discount ($)

Deposit Required ($)

Subtotal:$1,399

Discount:-$0

🚗 Travel Cost: $

TOTAL:$1,399

🚗 Travel Cost Calculator

Base: Waukee, Iowa · First 50 mi round trip free · $0.70 / billable mile

Destination Address

📝 Contract Generator

Contract Details

Select Client

Client / Recipient Name

Contract Effective Date

Event / Wedding Date

Quoted Price ($)

Services Description

Services Provided (editable)

Opens a print-ready contract in a new window. Use Print → Save as PDF to save the file. The document title will be set to the client name + event date.

▶ CONTACT INFORMATION

Client has consented to receive SMS messages from Pro Beatz Entertainment

Required to send texts. Client can opt out anytime by replying STOP.

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Auto-calculates from Venue + City · 50 mi free · $0.70/mi after

▶ PACKAGE & FINANCIALS

▶ AFTERCARE & NOTES

▶ CLIENT DOCUMENTS

PDF files only · Large files may slow the app

▶ GOOGLE DOC LINKS

Reminder Note

Due Date

Build a batch of tasks below, then click Assign to All to add them as reminders to every client currently in this stage.

▶ ADD TASK TO BATCH

Task Name

Due Date

▶ BATCH TASKS (0)

No tasks in batch yet.

Assigning to: 0 client(s) currently in this stage.

Auto tasks are offered as reminders automatically whenever a client is moved into this stage. You'll see a confirmation prompt each time so you can choose to add them or skip.

▶ AUTO TASKS FOR THIS STAGE

▶ ADD AUTO TASK

Task Name

Days from move

💡 Days from move: 0 = same day as move, 1 = next day, 3 = 3 days after, etc. The due date is calculated automatically when the client is moved in.

Select a template on the left to edit it, or click ➕ New Template.

DJ Name

Initials

Color

Gmail Accounts:

pietz95joseph@gmail.com

Joe@probeatzentertainment.com

⏳ Searching emails…

Choose a document template. The doc will be created in Google Drive, set to anyone with the link can edit, and the link will be copied for you.

⏳ Creating document…

▶ SHAREABLE LINK (anyone with link can edit)

💡 Available placeholders: {{name}}, {{eventDate}}, {{venue}}, {{musicPref}}
{{musicPref}} inserts the client's Music Preferences Google Doc link (generate via 📄 Create Doc first).

💡 Placeholders: {{firstName}} · {{eventDate}} · {{venue}} · {{eventType}}
These are replaced automatically with the client's info when the email sends.

📅 Calendar Booking Link

Calendar Link URL

Calendar Button Label

📄 Pricing PDFs (auto-detected by event year)

2026 Pricing

PDF URL

2027 Pricing

PDF URL

PDF Button Label

▶ COMPANY INFO (appears on every quote)

▶ PAYMENT SCHEDULE LABELS

▶ TERMS & CONDITIONS

Skip rows where client name already exists

One-way distance:
Round trip:
Less free miles:	− 50 mi
Billable miles:
Travel Cost: