How to update your subscription

  1. Click Subscription in the sidebar.
  2. Click Manage Billing to open the secure Stripe customer portal.
  3. From the portal you can: update payment method, change plan, switch monthly/annual, view invoices, or cancel.

Changes apply at the start of your next billing period unless you choose otherwise.

What’s the Rentals module for?

Rentals tracks rental properties and bookings. Each property has a name, address, amenities, and notes. Bookings link a contact to a property over a date range.

Useful for: short-term rental hosts, equipment rental businesses, vacation home managers, anything where you’re scheduling someone into a thing for a period of time.

How to link a contact to a business

  1. Open the contact you want to link.
  2. Find the Business field.
  3. Start typing the business name.
  4. Pick the matching business from the dropdown.
  5. Click Save Contact.

If the business doesn’t exist yet, save the contact first, then go create the business, then come back and link them.

How to import contacts from a CSV file

  1. Export your contacts from your old system as CSV (Google Contacts, Outlook, HubSpot, etc. all support this).
  2. In SJ CRM, click Export/Import in the sidebar.
  3. Pick Import Contacts and choose your CSV file.
  4. On the mapping screen, match each CSV column to the matching SJ CRM field. Skip columns you don’t need.
  5. Click Run Import.

The importer flags duplicates (matched by email) so you can choose to skip, update, or create new entries for them.

How to export your data

  1. Click Export/Import in the sidebar.
  2. Pick Export.
  3. Choose what to export (Contacts, Businesses, Projects, Items, etc.).
  4. Pick a format: CSV (opens in Excel/Numbers) or JSON (good for re-importing).
  5. Click Download.

Save the file somewhere safe. We recommend doing a manual export at least once a month as a personal backup.

How to add a task or reminder

  1. Click Task Manager in the sidebar.
  2. Click Add New Task.
  3. Enter the task title.
  4. Set a Due Date and optional Time.
  5. Optionally link the task to a contact, business, or project.
  6. Click Save Task.

Tasks with dates appear on your Calendar automatically. Tasks linked to a project also appear on that project’s page.

How to schedule an appointment

  1. Click Appointments in the sidebar (or open the Calendar and click the date you want).
  2. Click New Appointment.
  3. Enter title, location, start and end times.
  4. Link the contact you’re meeting with.
  5. Optionally link to a project.
  6. Click Save Appointment.

Appointments appear on the Calendar and on the linked contact’s page.

How to set up a sales pipeline

  1. Click Pipelines in the sidebar.
  2. Click Add Pipeline and name it (e.g. “New Customers”).
  3. Define your stages: Lead, Contacted, Quoted, Won, Lost (or whatever fits your business).
  4. Save the pipeline.
  5. From any contact, click Add to Pipeline and pick the stage they’re in.

The pipeline view shows everyone at every stage so you can see where deals are stuck.

How to track a delivery

  1. Click Deliveries in the sidebar.
  2. Click Add Delivery.
  3. Enter the recipient (link a contact), pickup address, drop-off address, scheduled date.
  4. Optionally link to a project.
  5. Click Save Delivery.

As the delivery progresses, update its status (Scheduled, In Transit, Delivered). The status appears on the linked contact and project.