Operations Overview
| Customer | Service | Price | Status | Date | Actions |
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Instant Quote Generator
Generate a price estimate and add it to the pipeline.
All Quotes
| # | Customer | Address | Service | Price | Status | Date | Actions |
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Job Pipeline
Track every job from scheduling to completion.
π― Lead Engine
Is your lead machine producing ROI? Open this and know in 10 seconds.
| Segment | Total | New This Wk | Booked | Conv % |
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| Run # | Status | Triggered By | Found | New | Skipped | Started | Duration |
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Reviews & Reputation
Automated review request sequences. Every completed job triggers a 3-email sequence.
| Customer | Service | Sequence | Review | Date | Actions |
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Subscription Plans
Recurring revenue products β share links with customers or track active subscribers.
| Customer | Plan | Amount | Billing | Status | Start Date | Next Charge |
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No subscribers yet. Share a checkout link to get started. | ||||||
π° Revenue
One-time payments and subscriptions β track what's paid, what's pending, and your MRR.
| Customer | Service | Amount | Type | Paid At | Status |
|---|---|---|---|---|---|
No payments yet β send a payment link to get started. | |||||
| Customer | Service | Amount | Sent | Link |
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No pending payment links. | ||||
Lead Engine
Weekly AI discovery β scans Zillow, Craigslist, and Mobile County foreclosure records every Thursday. Found leads are auto-injected into your Investor pipeline.
| Run # | Status | Type | Triggered By | Leads Found | Started | Duration |
|---|---|---|---|---|---|---|
No runs yet. Click "Run Now" to start your first discovery. | ||||||
ποΈ Pipelines CRM
5-segment lead management β score, tag, and move leads through your sales pipeline.
π¬ Outreach
Automated 3-touch drip sequences β Day 1 / 3 / 7 per segment. Stops automatically when a lead engages.
| Segment | Total Sequences | Active | Emails Sent | Replies (Hot) |
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| # | Lead | Segment | Status | Emails Sent | Pending | Started | Actions |
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π Schedule
| Date | Time | Customer | Service | Address | Status | Actions |
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