Owner dashboard

This is the draft funnel. Business settings, messages, and the calendar still need review before publishing. Outbound follow-ups stay in test mode until then.

What the owner needs to supply before publishing

!Verified customer reviews with approved attribution (6 added — add more as they come in)
!Approved business claims for the Proof section (bonded, insured, years in business)
!Confirmed pricing mode: approved prices, estimate ranges, or manual quote only
!Actual manual-quote response window
!Real team / work photos to replace generated placeholders
!Calendar + CRM connected, or a documented manual fallback
!Outbound follow-up messages reviewed before leaving test mode

Conversion (main metric: booked first cleans per visitor)

Visits

Plan starts

Plans completed

Quote requests

First cleans booked

Conv. rate

Pipeline

New Inquiry

Quote Needed

Quote Sent

Booked

Completed

Closed

Leads awaiting action

No leads yet. Submit a test plan from the builder to populate this queue.

Business settings

Service area: 05001, 05009, 05030, 05031, 05032, 05033, 05034, 05035, 05036, 05037, 05038, 05039, 05040, 05041, 05042, 05043, 05045, 05046, 05047, 05048, 05049, 05050, 05051, 05052, 05053, 05054, 05055, 05056, 05058, 05059, 05060, 05061, 05062, 05065, 05067, 05068, 05069, 05070, 05071, 05072, 05073, 05074, 05075, 05076, 05077, 05079, 05081, 05083, 05084, 05085, 05086, 05088, 05089, 05091, 05101, 05141, 05142, 05143, 05146, 05148, 05149, 05150, 05151, 05152, 05153, 05154, 05155, 05156, 05158, 05159, 05161, 05201, 05250, 05251, 05252, 05253, 05254, 05255, 05257, 05260, 05261, 05262, 05301, 05302, 05303, 05304, 05340, 05341, 05342, 05343, 05344, 05345, 05346, 05350, 05351, 05352, 05353, 05354, 05355, 05356, 05357, 05358, 05359, 05360, 05361, 05362, 05363, 05401, 05402, 05403, 05404, 05405, 05406, 05407, 05408, 05439, 05440, 05441, 05442, 05443, 05444, 05445, 05446, 05447, 05448, 05449, 05450, 05451, 05452, 05453, 05454, 05455, 05456, 05457, 05458, 05459, 05460, 05461, 05462, 05463, 05464, 05465, 05466, 05468, 05469, 05470, 05471, 05472, 05473, 05474, 05476, 05477, 05478, 05479, 05481, 05482, 05483, 05485, 05486, 05487, 05488, 05489, 05490, 05491, 05492, 05494, 05495, 05601, 05602, 05603, 05604, 05609, 05620, 05633, 05640, 05641, 05647, 05648, 05649, 05650, 05651, 05652, 05653, 05654, 05655, 05656, 05657, 05658, 05660, 05661, 05662, 05663, 05664, 05665, 05666, 05667, 05669, 05670, 05671, 05672, 05673, 05674, 05675, 05676, 05677, 05678, 05679, 05680, 05681, 05682, 05701, 05702, 05730, 05731, 05732, 05733, 05734, 05735, 05736, 05737, 05738, 05739, 05740, 05741, 05742, 05743, 05744, 05745, 05746, 05747, 05748, 05750, 05751, 05753, 05757, 05758, 05759, 05760, 05761, 05762, 05763, 05764, 05765, 05766, 05767, 05768, 05769, 05770, 05772, 05773, 05774, 05775, 05776, 05777, 05778, 05819, 05820, 05821, 05822, 05823, 05824, 05825, 05826, 05827, 05828, 05829, 05830, 05832, 05833, 05836, 05837, 05838, 05839, 05840, 05841, 05842, 05843, 05845, 05846, 05847, 05848, 05849, 05850, 05851, 05853, 05855, 05857, 05858, 05859, 05860, 05861, 05862, 05863, 05866, 05867, 05868, 05871, 05872, 05873, 05874, 05875, 05901, 05902, 05903, 05904, 05905, 05906, 05907
Phone: 802-316-8960
Email: joe@calljoe.org
Pricing mode: estimate
Quote response window: 1 business day
Lead time: 48h
Job duration: 3h
Buffer: 1h
Crew capacity: 2
Deposit: Not required

CRM & automations

One contact per customer (dedup by email/phone); inquiries linked to contacts.
Pipeline stages: New Inquiry → Quote Needed → Quote Sent → Booked → Completed → Closed.
Immediate confirmation on submit; manual quotes assign an owner + task.
Editable follow-up sequence (3 steps), sending hours 09:00–18:00; stops on reply, booking, opt-out, or close.
Appointment reminders with arrival instructions + reschedule link; post-clean thank-you, recurring offer, and review ask.
Repeat submissions update the existing contact/inquiry — no duplicates.

Integration note: This demo stores contacts, inquiries, and events in the browser. To make CRM, calendar, and outbound follow-ups real, connect a managed backend (Cloud) and a calendar integration — see the handoff notes. Outbound workflows stay in test mode until business settings, messages, and the calendar are reviewed.