New leads today
0
Command center
What needs attention
Total open leads
0
Upcoming appointments
Today
Tomorrow
In two days
Schedule
Appointments
Month
Selected day
On the map
Production
Home
Sent to Production
0
Total clients currently marked Sent to Production.
Clients
Companies
Company
Salespeople
All leads
Status
Lead source
Sales rep
Confirmed agent
Sold
Fire lead
Spanish
Jurisdiction
Created
No leads yet. Add your first lead to get started.
Live floor
Dispatch
See running campaigns and answered calls. Yellow = picked up, green = transferred to agent.
Lists running now
No lists are dialing right now.
Live answered contacts
Shown from pickup until 3 minutes after hangup. Click to open profile.
No live answered calls right now.
Call report
Today
0
Calls made
0
Picked up
0
Transferred
Insights
Reports
Review
Tasks
Open items from sheet imports and other workflows.
Outbound
Dialer
Import calling lists and work them here.
Lists
No lists yet. Import a CSV or Excel file to create your first dialer list.
Dialer list
List
Contacts
No contacts in this list.
Administration
Settings
Dropdown options
Lists used on leads and filters. Sales reps need a phone for dialer routing.
Lead sources
Where the lead came from — number on each chip is how many leads use it
0
Deleted sources — restore to use them again.
Source sub categories
Optional detail under a lead source — chip shows lead count
Sales reps
Name and phone for assignment and dialer
Project types
Roof, solar, windows, and custom types
Statuses
Click a status to set its list color. Fixed statuses can still be recolored.
Jurisdictions
ZIP-based permit areas (Los Angeles, LA County, San Bernardino, Orange County, Other). Not the SoCal / Bay flair.
Confirmation programs
Checkboxes on Book Appointment (Senior, Energy Efficient, Urgency, None, …)
Appointment booking hours
Confirm form only allows half-hour times inside each day’s window
Saved filters
Filter buttons from the Leads page. Anyone can use them; admins/supervisors can delete them here.
Automation
Testing automations. Only admins can change these switches.
Sheet lead import (testing)
When enabled, the Google Sheet Apps Script may create CRM leads from new rows. When disabled, the Cloud Function rejects imports and the sheet keeps the row.
Text Clients
When enabled, a reminder is sent at the configured Pacific time for appointment-confirmed leads whose appointment date is tomorrow (Pacific calendar day). A no-response follow-up goes out at the configured time on the appointment day if they have not confirmed. Times use America/Los_Angeles (15-minute increments). Replies are classified with AI; messages appear in the lead SMS thread as outbound from System.
Templates may use {meetingdate} and {meetingtime} plus the usual lead placeholders. Defaults: reminder 8:00 PM, follow-up 8:00 AM Pacific.
No Answer dialer list
When enabled, a CRM lead that reaches this many outbound calls after it was added to the CRM is moved onto the fixed Dialer list No Answer (list cannot be deleted; contacts on it still can). Contacts without a lead keep Create lead.
Only calls logged after the lead’s CRM createdAt count. Default: 3.
Jeremy leads fix
Upload a Lead_cards backup CSV. Matches CRM leads by name + phone, sets lead source to JEREMY LEADS, and restores each row’s Lead Status. Preview first, then apply.
Spin the wheel
TV board prize wheel — set prizes, when people earn a spin, and who is owed money.
Play now
Starts the TV for today’s #1 confirmer. If nobody clicks spin within 30 seconds, it spins automatically.
No spin results yet.
Who earns a spin
Milestone spins are per person, same Pacific day. Fire leads always earn a spin when confirmed.
Prize slices
Percents must total 100%. Up to 15 options.
Total: 0% — need 100%
Automatic Play
On selected days at the Pacific time below, run Play for that day’s top confirmer.
Click Save prizes to store schedule changes.
Money owed
From wheel wins until reset. Remove one win, clear one person, or reset everyone.
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Archived leads
Leads deleted in the past 7 days appear below. Search older archives by name or address, then add them back.
SMS templates
Reusable messages for the lead texting phone. Use placeholders like {firstname} or {meetingdate} / {meetingtime} — they fill from the current lead (or Text Clients appointment) when you pick a template.
0
New SMS template
No SMS templates yet.
Voicemails & greetings
Upload or record audio for dialer Normal-mode greetings and no-answer voicemail drops. Browser recordings are converted to WAV automatically so Telnyx can play them on live calls.
0
No voicemails yet.
Number pool
Keep 10 Telnyx numbers mixed across 323, 424, 562, 657, 714, 949, and 805 (max 3 per area code). Outbound prefers a matching area code. Score is 0–100 from CallerAPI — checked when a number is added, or when you press Recheck.
No numbers yet.
Compliance
Do Not Call and Blocked lists. Numbers on these lists are never dialed.
Do Not Call
Numbers on this list are never dialed. Matching leads are marked Do Not Call.
No numbers yet.
Blocked
Blocked numbers are never dialed. Matching leads show a red BLOCKED banner.
No numbers yet.
Billing
Telnyx voice spend, title search, and mortgage report usage.
Telnyx billing
Account balance, usage spend, and call stats — live from the Telnyx API.
Title Search billing
Each property/title lookup on a lead counts as one search at $0.15.
Mortgage Reports billing
Each Generate mortgage report click counts as one report at $0.50.
Team members
Create accounts and assign roles for people who use the CRM.
No users yet.
Activity log
Audit trail of key CRM actions and errors across all users. Admins and supervisors.
No log entries yet.