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Getting Started Dashboard

Prospects

PROSPECTS

OverviewThe section home. Pipeline funnel, active bids, and recent activity.PipelineKanban. Drag-and-drop bid status transitions.Bid GeneratorThe bid generator entry point (chooser + chat-based bid build).Bid TemplatesThe bid template library (line item presets).Re-EngagementClosed-lost. The re-engagement queue — mark as lost, see last outreach, and re-engage with one click.All BidsEvery bid across all statuses. Searchable, filterable, sortable list.Building TemplatesThe building template library (segment-keyed area presets). Shared with Customers.Price ProfilesThe global rate library.CommunicationsPre-sale emails. Outreach, bid follow-ups, re-engagement.

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Customers

CUSTOMERS

OverviewThe section home. Outstanding invoices, active visits this week, recent comms, and top customers.ContractsActive contracts, the at-risk (expiring in 30d) queue, and renewal proposals.InvoicesInvoices list, aging buckets, payment history.ScheduleWhen visits happen. The customer-week view. Drag-and-drop entry cards across day-columns.Price ProfilesThe global rate library. Shared with Prospects — for looking up our standard rate on a customer page.Building TemplatesThe building template library (segment-keyed area presets). Shared with Prospects.CommunicationsOutbound emails. Threaded per-customer.

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Team

TEAM

OverviewThe section home. Clocked in now, this week's hours, and recent members.RosterMembers + invites + role assignment.CrewsYour crew. Per-week jobs, hours, and last active.DispatchThe dispatch board. Crew-grouped hour grid + Optimize + the drop-to-assign-crew drag-and-drop.TimesheetTimekeeping. Clock-in / clock-out. Approval queue.SettingsPer-org strict-policy toggles. Photos required, GPS required, clock-in lead-only.RecurringRecurring schedules — every Mon/Wed/Fri at 6am, etc. List, extend, cancel.

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