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Add your own pricing, fees and preferences so quotes use your numbers.
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Continue setupA personal view of assigned leads, follow-up tasks, closed deals in delivery, and payments currently due.
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How your pricing is quoted
Tell us whether your prices already have rebates taken off, and how long a quote stands.
Upload your pricing documents
Send through your price lists in whatever form you keep them — spreadsheets, PDFs, supplier quotes.
Your services and fees
Set what you charge for indoor installs, cable runs, extra storeys and panel removal.
Finance and deposits
Your finance provider, rates and terms, plus the deposit you ask for up front.
Incentives you offer
Any promotions or rebates you fund yourself, on top of the government schemes.
Connect your other tools
Link the systems you already run so records flow in instead of being re-keyed.
How the workspace looks
Pick the theme this device uses.
What you get told about
Choose which alerts reach you, and where.
Invite your team
Bring in the people who will sell, install and account for the work.
Ask for Google reviews
Add your Google review link and every completed project invites the customer to leave one.
Company branding
Add your brand colours and a light and a dark logo, each on a transparent background.
No appointments scheduled.
View CalendarEstimates sent by this rep that are still awaiting a won or lost outcome.
Customers with dedicated follow-up tasks assigned to Amelia Chen.
Closed deals in the operational pipeline that are not installed and now await work from others.
Remaining payments currently due on jobs where a deposit has already been collected.
Total leads assigned over the last 12 months.
35% of assigned leads received an estimate.
| Task | Customer | Due | Status |
|---|---|---|---|
| Return qualification call TASK-1184 | CUS-1046 | Due today | |
| Confirm estimate decision TASK-1181 | CUS-1035 | Overdue | |
| Review revised roof photos TASK-1187 | CUS-1034 | Due today | |
| Schedule follow-up call TASK-1192 | CUS-1038 | Upcoming |
