Upcoming reminders
Recent activity
Active locations
| Location | Owner | Rep | Assets | Next service | Status | JSR |
|---|
Dashboard
Customers
| Name | Role | Company | Phone | Locs |
|---|
Locations
| Location | Address | Owner | Rep | Assets | Status | Edit |
|---|
Location
← Locations
Assets
Contacts
Schedule
JSR History
Edit Info
Assets
0
Next service
—
Hoods & Assets
All
Hoods
Duct Runs
Fans
| Asset | Type | Location | Make/Model | Freq | Last service | Status |
|---|
Schedule
Reminders
Reps & Technicians
Sales Reps
Technicians
Location rep assignments
| Location | Sales rep | Lead tech | Edit |
|---|
Pricing
Default pricing
Base prices per asset type. Override at location or asset level.
CRM Pipeline
All Prospects
All
Lead
Contacted
Quoted
Won
Lost
| Location | Stage | Contact | Rep | Assets | Value | Last contact | Actions |
|---|
Contact Log
All
Calls
Emails
Visits
Quotes
Prospect
← Pipeline
Prospect info
Name
Address
Type
Contact
Phone
Email
Stage
Rep
Source
Action due
Next action
Proposed assets & value
Hoods
Duct runs
Fans
Est. value
$
/yr
Notes
Contact log
Lead Action Items
All open
Overdue
Due today
This week
No date set
JSR Reports
Jobsite Service Report
Win/Loss Report
Won deals
Lost deals
Pipeline by rep
| Rep | Leads | Quoted | Won | Lost | Win rate | Value |
|---|
Export Data
Export to Google Sheets
Generates a CSV file formatted for direct import into Google Sheets. Open Sheets → File → Import → Upload.
Export to XML
Generates structured XML files for backup, offline access, or import into other systems.
Export preview
Select an export above to preview data...