Dashboard
Active Leads
0
to work
Customers
0
registered
Pending Tasks
0
to complete
Pipeline Value
$0
in progress
Pipeline by Stage
Leads to Follow Up Today
Reminders & Urgent Tasks
Recent Activity
Leads
Customers
| Customer | Phone | Source | Status | Date | Actions |
|---|
Pipeline
0
Total Leads
$0
Value in Progress
0
Closed
0%
Close Rate
$0
Average Value
| Customer | Service | Stage | Value | Priority | Notes | Date | Actions |
|---|
My Jobs
Email & Text Generator
📂 Tipo de Mensaje
👤 Información del Cliente
😊 Amigable y cálido
💼 Profesional
👋 Casual / rápido
🙏 Agradecido
📨 Mensaje Generado (Email y Texto)
🇺🇸 English
🇲🇽 Español
📌 Asunto
—
📧 Cuerpo del mensaje
Selecciona un tipo de email y llena los datos para ver el resultado aquí.
💬 Texto (SMS) — corto
Photos
Sales Team
Add Salesperson
First create their user in Supabase (Authentication → Users → Add user), copy the "User UID" it gives you, and paste it here along with their name.
Full name
Email (same one used for their account)
Supabase User UID
Role
Problems & Messages
Open
Resolved
All
Price Catalog
A quick reference list of your common material/labor prices — not connected to Estimates automatically, just for you to look up fast.
Category
Item
Unit
Cost ($)
Notes
Hours Tracker
📝 Daily Log
📅 Weekly
📊 Monthly
📈 Annual
👷 Workers
🖨 Per Worker
Receipts
Quotes
Estimates
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Invoices
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Tasks
Crew Team
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Day
New Appointment
Title *
Date *
Time
Type
Related Lead / Job (optional)
Notes
Reports
Leads by Business Type
Customers by Source
Business Summary