Client dashboard
Acme Plumbing & HVAC
Overview — calls, leads and booked revenue.
Calls by week — answered vs missed
Every missed call is a lead handed to a competitor. Overflow coverage is closing the gap.
Where leads came from
Growth work is feeding Voice — Google and organic lead.
🤖 AI insights demo
Lead → booked funnel
How the month's opportunities converted.
Google rating
Recent call activity
A sample of what your seats logged — synced to your CRM.
| Time | Caller | Type | Seat | Outcome |
|---|
Answered vs missed, by week
Overflow coverage is closing the missed-call gap.
Busiest days demo
When calls come in — size coverage to match.
Recent call activity
Synced to your CRM.
| Time | Caller | Type | Seat | Outcome |
|---|
Upcoming appointments demo
Booked by your seats, synced to your calendar.
| When | Customer | Service | Set by | Status |
|---|---|---|---|---|
| Thu 10:00a | R. Alvarez | AC tune-up | Maria R. | Confirmed |
| Thu 2:00p | J. Okafor | Water heater quote | Devon K. | Confirmed |
| Fri 9:00a | S. Patel | Drain cleaning | Maria R. | Reminder sent |
| Fri 2:00p | T. Nguyen | Furnace inspection | Priya S. | Confirmed |
| Mon 11:00a | B. Carter | Leak repair | Devon K. | Reminder sent |
Where leads came from
Growth work feeding Voice.
Lead → booked funnel
How opportunities converted.
Recent leads demo
| Time | Name | Source | Interest | Status |
|---|---|---|---|---|
| 9:52a | R. Alvarez | Google / GBP | AC tune-up | Booked |
| 9:14a | M. Flores | Website form | Repipe quote | Qualified |
| 8:40a | D. Kim | Organic | Furnace | Qualified |
| 8:12a | P. Shah | Referral | Drain | Booked |
Rating trend
Six months — review requests are compounding it.
Recent reviews demo
“Booked me same-day and the tech was on time. Easy.”
“Someone actually answered at 7pm. Scheduled right away.”
“Good service, quick follow-up after the quote.”
Monthly reports
Your revenue-opportunity packets — calls, leads, bookings and what to do next.
Demo — report links are inactive in this preview.