Dashboard
Active Leadsi
2
↑ 15%
Active Jobsi
5
↑ 25%
Pipeline Valuei
$331,000
↑ 12%
Closed This Monthi
0
—
Time Saved This Monthi
23 hrs
14h calls · 6h follow-ups · 3h scheduling
Leads by Month i
3Nov
5Dec
8Jan
6Feb
10Mar
4Apr
Recent Activity i
AF
Amanda Foster — New lead added
14d agoSJ
Sarah Johnson — Moved to Contract Signed
27d agoJW
James Wilson — City requested revised HVAC plans
14d agoDC
David Chen — Follow-up call completed
17d agoTB
Tom Bradley — Moved to Punch List
19d agoMR
Mike Rivera — Framing complete. Electrical rough-in scheduled.
19d agoKW
Karen White — Moved to Complete
21d agoAF
Amanda Foster — Scheduled site visit for next Tuesday
13d agoLP
Lisa Park — Excavation complete. Forms set.
24d agoDC
David Chen — New lead added
21d agoUpcoming Events i
Foster Bathroom — Site Visit
Apr 8 at 11:00 AM
Amanda Foster
MeetingWilson Buildout — Permit Inspection
Apr 10 at 2:00 PM
James Wilson
InspectionJohnson Kitchen — Start Date
Apr 15 at 8:00 AM
Sarah Johnson
Job StartAI Receptionist i
Calls This Week23
Avg Duration2:34
Bookings Made7
Missed Calls0
Lead Sources i
Google 40%
Referral 25%
AI Receptionist 20%
Website 15%