VentTrack Pro v4

Dashboard
Upcoming reminders
Recent activity
Active locations
LocationOwnerRepAssetsNext serviceStatusJSR
Customers
NameRoleCompanyPhoneEmailLocs
Locations
LocationAddressOwnerRepAssetsStatusEdit
Location
← Locations
Assets
Contacts
Schedule
JSR History
Edit Info
Assets
0
Next service
Hoods & Assets
All
Hoods
Duct Runs
Fans
AssetTypeLocationMake/ModelFreqLast serviceStatus
Schedule
Reminders
Reps & Technicians
Sales Reps
Technicians
Location rep assignments
LocationSales repLead techEdit
Pricing
Default pricing
Base prices per asset type. Override at location or asset level.
CRM Pipeline
All Prospects
All
Lead
Contacted
Quoted
Won
Lost
LocationStageContactRepAssetsValueLast contactActions
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
RepLeadsQuotedWonLostWin rateValue
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...