Operations Dashboard

Pipeline Value
Revenue Invoiced
Total Customers
Total Jobs

Recent Jobs

Customer Address Status Scheduled Amount Job #
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Leads

📘

Facebook Leads

New Leads
Imported
Last Sync
Click Sync Now to fetch leads from Facebook.
🌐

Website Leads

Banner Form
Home Contact
Wall to Door
Services LP
New (unimported)
Last Sync
Click Sync Website Forms to fetch leads from Google Sheets.
Status:
Date Name Phone Email Source Location Lead Status Actions
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Sun
Mon
Tue
Wed
Thu
Fri
Sat

Customers

Name Phone Email Address Jobs
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Jobs

Filter by status:
Customer Status Pipeline Location Address Scheduled Amount Actions Job #
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Tasks

⚡ Pri Task Customer Assigned To Due Date Status Type Actions Job #
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Estimates

Job # Customer Location Items Total Deposit Required Status Action
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Communications

💬 SMS — Checking…
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Materials — Door Orders

Status:
Order # Customer Vendor Door Size Color Status Order Date Exp. Delivery Actions Job #
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Engineering

📡 LiDAR Scans

Filter:
Scan Name Uploaded By Date Rooms Walls Doors Windows Job Status Actions
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Engineering status:
Customer Address Eng. Status Reviewed By Reviewed At Actions Job #
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Team Members

Name Username Role Location Cal Color Active Last Login Actions
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