Mindspark CRM Pro

Mindspark CRMPRO

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MindSpark CRM Pro

Mindspark CRMPRO

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Daily Operations

Filter by Type

Filter claims marked as "Other" by description keyword

Customers & Billing

Reports

Fleet & Drivers

Financials

Helpful Links

Lowe's Portal Haul Compliance

More Options

New Claim

Customer & Location

Customer Name *

Order Number

Phone

Facility Address

Damage Details

Damage Type *

Describe "Other" Type *

Date of Incident *

Description *

Photos / Files

Click to browse or drag & drop

Images, PDFs, Word docs — from Downloads or any folder

Financial & Status

Estimated Cost ($)

Invoiced Amount ($)

Status *

Driver / Responsible Party

Subcontract

Notes / Follow-up

New Installment Plan

Claim Reference

Link to Claim (optional)

Customer Name *

Driver

Billing

Total Amount Billed to You ($) *

Notes / Invoice Reference

Payment Terms

Start Date *

Frequency *

Number of Payments *

Payments Made So Far

Payment Preview

Per Payment

Paid to Date

Remaining

Next Due

Add Driver / Helper

Role *

Full Name *

Phone

License #

Notes

🔑 Lowe's Credentials

Lowe's C#

Lowe's Password

🪪 Driver License

1 License — Front Step 1 of 4

Tap to photograph front of license

✅ Step 1 done! Scroll down → photograph the back of the license

2 License — Back Step 2 of 4

Tap to photograph back of license

✅ Step 2 done! Scroll down → photograph the front of the SS card

🔒 Social Security Card

3 SS Card — Front Step 3 of 4

Tap to photograph front of SS card

✅ Step 3 done! Scroll down → photograph the back of the SS card

4 SS Card — Back Step 4 of 4

Tap to photograph back of SS card

✅ Step 4 done! Scroll down → photograph passport (optional)

🌎 Step 5 — Passport (Optional)

Front

Tap to photograph passport page

✅ Passport front done!

Back

Tap to photograph passport back

🎉 All photos done! Tap Save below.

Add Gas Receipt

Date *

Amount Paid ($) *

Gallons

Price per Gallon ($)

Station / Location

Driver

Subcontract

Vehicle / Truck #

Notes

Receipt Image

Click to upload receipt image or PDF

🔧 Maintenance Record

Add Photos

Click or drag to upload damage photos or files

Supports JPG, PNG, PDF, DOC · Max 10MB per file · Multiple allowed

📤 Import from Excel

Upload an .xlsx or .csv file to import data into your CRM

1. Choose CRM Section 2. Upload Excel or CSV File

📄

Click to browse or drag & drop your file here

Supports .xlsx, .xls, .csv

3. Map Your Columns

Match each CRM field to a column from your spreadsheet. Leave as "— Skip —" for fields you don't have.

4. Preview Import

Reset Password

New Claim

Claim Detail

New Installment Plan

Add Driver / Helper

Add Gas Receipt

📤 Import from Excel