Morning, Dale.
Your agent worked through the night and this morning. 2 things need your okay — everything else is handled.
SHEET A-1 / DESK
REV 06.23 · 09:41
SCALE 1:1 — TODAY
REV 06.23 · 09:41
SCALE 1:1 — TODAY
Needs you
2
drafted & waiting for okay
Quote ready
Dana R. — 412 Maple St $1,840
Exterior windows (2 stories) + screen cleaning. Agent built the quote from her photos and your standard rates.
Reply drafted
Sam K. — reschedule request
“Can we move Friday's estimate?” Agent drafted: offers Sat 10am or Mon 2pm, keeps the slot warm.
All clear
Your agent will tap you here when something needs a decision.
Pipelinethis week
New4
Marcus B.Gutter + windows · web form
Priya N.Storefront, weekly · referral
+ 2 moreovernight leads
Quoted3
Dana R.$1,840 · awaiting send
Linden Ave HOA$3,200 · sent Tue
J. Okafor$640 · sent today
Won1
Riverside Diner$980 · booked Fri 2pm
Recent activitywhat your agent did
Booked an estimate — Riverside Diner, Fri 2:00pm, added to your calendar.
Drafted a quote for Dana R. (Maple St) from her photos — $1,840.
Answered Sam K. about second-story windows, then flagged his reschedule for you.
Replied to 2 overnight leads within minutes — both asked for quotes.
Sent a follow-up to the Linden Ave HOA on this week's quote.
Todayso far
4
New leads
6
Replies sent
avg 6 min
3
Quotes drafted
2
Follow-ups
Every lead answered in under 10 minutes — none slipped while you were on the job.
Ask your agent
Morning, Dale. Want me to hold the Maple St quote until you've seen the photos, or send it now?
send it, looks right
Done — it's in your Needs you list, one tap to send. Anything else?
Your agent runs on a private, sealed server — your customer data never leaves it.