Finish setup
Get your workspace ready
Complete your business profile before your account goes live.
Welcome back.
Here’s what’s happening across your business today.
Opportunity queue
What needs attention
New leads, follow-ups, estimates, and schedule issues in one place.
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Lead activity
Recent opportunities
| Lead | Service | Stage | Last activity |
|---|---|---|---|
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Operations
Qualify leads, prepare appointment messages, record consent, and route issues to a person.
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Leads
Track every new opportunity from first contact to booked work.
| Lead | Contact | Service | Source | Status | Created |
|---|---|---|---|---|---|
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Contacts
Your complete customer list, connected to every conversation and job.
| Name | Phone | Type | Last activity | |
|---|---|---|---|---|
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Communication Center
Prepare, personalize, and track every customer email, text, and call.
Delivery clarity: Email and SMS buttons open your device’s email or messaging app. Mark a message sent only after sending it there. Automatic delivery requires a connected email/SMS provider.
Inbound SMS: checking number assignment…
Communication history
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Inbound SMS provider log
Signed webhook events · latest 20| Received | From | Type | Message |
|---|---|---|---|
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Appointments
Manage consultations, estimates, and scheduled visits.
No appointments scheduled
Create an appointment when a qualified lead is ready for the next step.
Schedule
Appointments and follow-ups together, organized by your local week.
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Shows scheduled appointments and incomplete tasks from the latest 500 records per section. Same-time booking is a warning, not an automatic block.
Estimates
Track quotes from draft through approval.
No estimates yet
Create your first estimate and keep every follow-up visible.
Jobs
Keep booked work visible from scheduling through completion.
No jobs yet
When an estimate is approved, turn it into a job and track it here.
Tasks & follow-ups
Keep calls, customer promises, and next steps from slipping through the cracks.
No tasks yet
Create a follow-up task for a lead, customer, estimate, or job.
Automations
Manage the workflows that respond, follow up, and keep opportunities moving.
Connected now: new lead → owner email notification. Other workflow types will be added after their delivery systems are configured.
Workflow library
New lead email alerts| Automation | Trigger | Status | Runs | Last run |
|---|---|---|---|---|
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Revenue recovery
Reconnect with past opportunities
Review aging leads, declined estimates, and past customers one at a time.
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Customer flywheel
Reviews, Referrals, and Service Recovery
Follow up after completed work without sending the wrong message to an unhappy customer.
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Automation Health
See whether your customer workflows are running and where attention is needed.
If an owner notification failed or stayed pending, open the lead and follow up manually. The Retry button appears only when no email-provider request was made. For every other failure, check the provider's delivery log before taking further action; sending blindly could create a duplicate.
Automation status
| System | Health | Last check | Deliveries |
|---|---|---|---|
| No workflow runs yet. | |||
Analytics
Follow the complete path from new inquiry to booked revenue.
Lead volume
Lead sources
Pipeline conversion
Revenue
Revenue is calculated from completed jobs in the selected date range.
$0Automation performance
Workflow activity and response reporting will appear here as automations run.
Settings
Configure the business information and rules behind your system.
Business profile
Company details
Used across customer messages, appointments, and estimates.
Availability
Business hours
Controls when appointments may be offered and when after-hours handling begins.
Service catalog
Services
Add the work your business offers, separated by commas.
Conversation rules
AI guidance
Give the assistant clear boundaries for customer conversations.
These are saved instructions for a future assistant. Saving them does not turn on automatic calls, texts, emails, or booking. Review every example and replace anything that does not fit your business.
Choose an example, review the text, then press Save changes at the top of Settings.
Reputation
Review and referral links
Used after completed jobs when the customer has had a positive experience.
Overview
Agency Command Center
Manage contractor organizations and onboarding records.
Clients
| Client | Status | Health | Leads | Appointments | Jobs | Last activity |
|---|---|---|---|---|---|---|
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Daily operating list
Client review queue
Based on your saved review notes and next-check dates. Check provider logs and customer activity yourself before marking a client reviewed.
Managed service
Client review log
Record what you checked, what needs a person, and when you will check again. These are your own operating notes; this form does not monitor or contact a customer automatically.
Showing the 20 most recent reviews.
| Client | Reviewed at | Finding | Next check | Notes |
|---|---|---|---|---|
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System health
Live monitoring is not configured yet. Use Automation Health and provider logs to verify deliveries.