Operations Overview

Total Quotes
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Jobs Scheduled
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Jobs Completed
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Total Revenue
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⚑ Auto-Quote Engine
Instant quotes sent on every new lead
Today
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This Week
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Quote→Book Rate
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Conversion by Segment
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Recent Activity
Customer Service Price Status Date Actions
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Instant Quote Generator

Generate a price estimate and add it to the pipeline.

Customer & Job Details
Estimated Price
$0
Based on service type + square footage tier. Adjust before sending.

All Quotes

Quote Pipeline
# Customer Address Service Price Status Date Actions
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Job Pipeline

Track every job from scheduling to completion.

New 0
Quoted 0
Scheduled 0
Completed 0

🎯 Lead Engine

Is your lead machine producing ROI? Open this and know in 10 seconds.

Leads Today
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This Week
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This Month
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Auto-Quotes Today
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Emails Sent This Week
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Pipeline Health by Segment
Segment Total New This Wk Booked Conv %
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Lead Source Breakdown
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Outreach Performance
Emails Sent (Total)
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Investor Check-ins (Wk)
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Investor Check-ins (Total)
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No Engagement β›”
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investor leads, 72h+ no reply
Recent Activity
Last 20 events
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πŸ—ΊοΈ Google Maps Lead Scraper
Searches 8 queries across Mobile County, AL β€” injects into Property Mgr, Realtor & Commercial pipelines
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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.

Requested
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Reviews Received
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Conversion Rate
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Avg Rating
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Review Health
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Email Sequence
⚑
Immediate
Thank-you + Google Review link + photo invite
πŸ””
24h Nudge
Friendly reminder β€” leave a review, get 10% off next job
🀝
7-Day Referral
Refer a friend β€” you both get $25 off
Review Request Log
Customer Service Sequence Review Date Actions
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Subscription Plans

Recurring revenue products β€” share links with customers or track active subscribers.

Active Subscribers
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Monthly Recurring
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Annual Contracts
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Est. Annual Value
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Active Plans β€” Share these links with customers
View Plans Page β†—
Residential Basic
$99/mo
Monthly
Monthly driveway + walkway pressure wash.
β˜… Most Popular
Residential Premium
$199/mo
Monthly
Monthly full exterior β€” driveway, walkways, siding & patio.
Property Manager
$349/mo
Monthly
Monthly maintenance for up to 3 properties β€” single invoice.
Commercial
$499/mo
Monthly
Weekly storefront + parking area maintenance.
Active Subscribers
Customer Plan Amount Billing Status Start Date Next Charge
πŸ”„
No subscribers yet. Share a checkout link to get started.

πŸ’° Revenue

One-time payments and subscriptions β€” track what's paid, what's pending, and your MRR.

View Plans Page β†—
Revenue This Month
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Payments This Month
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Pending Payments
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Pending Value
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Recent Payments
Customer Service Amount Type Paid At Status
πŸ’³
No payments yet β€” send a payment link to get started.
Pending Payment Links
Sent but not yet paid
Customer Service Amount Sent Link
⏳
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.

Last Run Status
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Leads Found (Last Run)
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Total Leads Discovered
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Next Scheduled Run
Thursdays Β· 8am CT
Discovery Runs
Run # Status Type Triggered By Leads Found Started Duration
πŸ”
No runs yet. Click "Run Now" to start your first discovery.
How It Works
🏚️
Distressed Properties
Zillow foreclosures, pre-foreclosures, REO/bank-owned listings, and as-is properties 30+ days on market in Mobile County.
πŸ“‹
Investor Specials
Craigslist "handyman special", "investor special", wholesale/assignment deals, and property management wanted posts in Mobile, AL.
βš–οΈ
Public Records
Mobile County foreclosure notices, sheriff sales, and tax lien properties β€” the highest-value segment. One foreclosure = $500-$2K job.
πŸ’‘ Auto-injection: Each discovered lead is automatically added to your Investor pipeline with source tags (zillow_foreclosure, craigslist_investor, etc.) and scored by seller motivation. Check the Job Pipeline after a run completes.

πŸ—οΈ Pipelines CRM

5-segment lead management β€” score, tag, and move leads through your sales pipeline.

Total Leads
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This Week
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Hot Leads
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Won
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Conversion
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New0
Contacted0
Engaged0
Quoted0
Won0
Lost0

πŸ“¬ Outreach

Automated 3-touch drip sequences β€” Day 1 / 3 / 7 per segment. Stops automatically when a lead engages.

Active Sequences
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Sent Today
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Sent This Week
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Total Replies
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Stopped (Engaged)
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Performance by Segment
Segment Total Sequences Active Emails Sent Replies (Hot)
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Sequence Schedule
πŸ“¨
Day 1
Segment-specific intro β€” value prop + primary CTA. Sent 24hrs after lead creation.
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Day 3
Social proof, case study, or pricing detail. Nurtures cold leads into warm conversations.
⏰
Day 7
Final offer β€” discount, free assessment, or partner pricing. Last pull before the lead goes cold.
βœ… Auto-stop: Sequence halts the moment a lead replies, gets quoted, or moves to Scheduled/Completed. Leads already in conversation never get drip emails.
Active Sequences
Newest first Β· max 50
# Lead Segment Status Emails Sent Pending Started Actions
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πŸ“† Schedule

+ Book Online Page
Upcoming
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Pending
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Confirmed
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Date Time Customer Service Address Status Actions
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