Leads
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Internal Workspace
Leads, customers, live troubleshooting, tickets, and billing in one protected workspace.
Open records
Keep prospects and customers separate... pin open records here so you can switch between them quickly.
No open records. Pin a lead or customer to keep it here.
Inquires
Website request-help submissions should land here first. Review, qualify, edit, archive, and convert prospects here before they become customers.
Use this tab for prospects only. Customer billing, business credit, payment profiles, and secure access belong in Clients.
Lead queue
Search, review, edit, archive, convert, or return lifecycle records from here. Customers remain visible here as archived lifecycle rows so source and stage reporting stay accurate.
Lead editor
Select a lifecycle record from the queue to update it, archive it, convert it to a customer, or return it to leads.
No lead selected yet.
Choose a lead from the queue to view or edit intake details, lifecycle stage, outreach activity, issue summary, and notes.
Clients
Manage converted customers here. Billing profile, business credit, payment forms, secure access, and QuickBooks matching data belong here.
Customer records
Use Open to access the CRM profile, manage linked tickets, or pin the record to the open records tray.
Customer editor
Select a customer from the list to view or update the CRM profile.
No customer selected yet.
Choose a converted customer from the list to edit business credit, payment profile, secure access, billing details, and QuickBooks matching data.
Duplicate review queue
This belongs in CRM because the work is customer identity resolution, not billing. Review imported QuickBooks customers here before they are linked to a CRM customer.
Appointments
Appointments list
Billing
QuickBooks Online remains the accounting system of record. This section shows imported billing totals plus recent synced estimates, invoices, and payments from the internal database. QuickBooks connection controls now live in Maintenance.
Billing summary
Counts and totals from imported QuickBooks-linked records stored in D1.
Recent QuickBooks activity
Most recent synced estimates, invoices, and payments from QuickBooks.
Maintenance
Use this area for QuickBooks connection controls plus one-time QuickBooks import maintenance. Daily billing review stays in Billing.
QuickBooks connection
Connection state, company linkage, and production safety checks live here.
QuickBooks one-time maintenance
Run the one-time QuickBooks import or purge imported QuickBooks data from D1 only. This does not delete anything in QuickBooks.
Connect QuickBooks before running the one-time initial import.
Workspace data review
Audit saved WiFi passwords by unique record and export one spreadsheet-friendly workbook with the full CRM review data model.
Initial import history
Tracks the latest one-time QuickBooks import run stored in D1.
Calendar connections
Workspace delegated is managed here as the system publish calendar. External Google calendars are now managed per technician inside Edit Technician.
Technicians
Set home base addresses here so travel planning can route from the prior appointment first, otherwise the technician home base, then the office.
Reporting
Realtime internal reporting across lead volume, source mix, customer sources, customer count, and QuickBooks sales metrics where available.
Refreshing QuickBooks data for Reporting...
Customers
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Outstanding invoices
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Active estimates
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Missing lead source
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QuickBooks sales metrics
Daily, Sunday-to-Saturday weekly, month-to-date, and year-to-date sales compared to the prior period when available.
Banking metrics
Shows the current QuickBooks balance for the master checking account, the master credit card account, and the current quarter sales tax accrued. Configure exact account names in Cloudflare if you want to override the automatic account selection.
Active estimates
Current non-expired estimates that have not been fully invoiced. Open QuickBooks directly from this list or update the estimate status here.
Customer sources
Source mix for CRM contacts marked as customers. Counts and dollar volume use the selected window. Click the info icon on Other to see the customer name and source detail when available.
Lead sources
Live mix of lead creation sources.
Lifecycle stage counts
Current lead pipeline distribution.
Missing lead source records
Click a record to jump directly into Inquires or Clients and assign the missing source.
Customer Records
Step 1: search by customer, company, or ticket number. Step 2: open the customer. Step 3: load an existing ticket or create a new one. Step 4: return to chat and save the work to that ticket.
Customers and tickets
The first view shows customers and open-ticket counts. Select a customer to view that customer's tickets.
Active
Files and attachments
Ticket history
Select a ticket to view details, history, and attachments.
New Customer
New Ticket
Ticket saved
Choose the next step.
Save Ticket
Choose where this unattached chat should be saved.
Choose whether to save this chat to an existing ticket or create a new one for this client.
Confirm delete
This action cannot be undone.
Create Summary
Choose whether this summary should include recommendations before the draft is generated.
Create Summary
Choose the recommendation setting first. The draft generates automatically, then you can review it and create the PDF and email draft.
Confirm
Review this action before continuing.