New Leads Needing Contact
Open New Leads1
Command Center
Dashboard
Dashboard
TodayWhat should I do here?
Start here each morning. The cards below show who needs a call, where crews are going, and what needs a decision.
Start a guided phone intake.
Find leads ready for an inspection.
Open proposal-ready work.
Review today's schedule.
Review open balances and payments.
Estimate deposit
Due before installation hold
Progress balance
Awaiting designer approval
New
1
Emergency
1
Proposals
1