Dashboard
New Leads (Today)
0
â 2 from Yelp, 1 from SMS
Estimates Sent
0
Conversion rate: 65%
Appointments This Week
0
3 appointments to confirm
Month Revenue
$0
â 15% vs last month
Recent Activity
No activity yet
Recent activities will appear here
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Leads from Yelp and SMS appear automatically here. You can convert them to clients and generate estimates.
| Name | Phone / Email | Source | Requested Service | Status | Date | Actions |
|---|---|---|---|---|---|---|
No leads yetLeads from Yelp and SMS will appear automatically here |
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| Name | Phone | Address | Projects | Total Revenue | Actions | |
|---|---|---|---|---|---|---|
No clients yetAdd your first client or convert a lead |
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| Estimate # | Client | Services | Amount | Status | Date | Actions |
|---|---|---|---|---|---|---|
No estimates yetCreate your first estimate for a client |
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February 2026
Upcoming Appointments
No appointments yet
Your appointments will appear here
Integrations
Yelp Integration
Status: Configured
Automatically receive messages and reviews from your Yelp Business profile.
SMS Integration (Twilio)
Status: Configured
Automatically receive SMS messages with estimate requests and convert them to leads.
Google Calendar Integration
Status: Not Connected
Auto-sync appointments with Google Calendar, check availability, and receive notifications.
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How to get Google Client ID:
1. Go to Google Cloud Console
2. Create a new project or select existing
3. Enable "Google Calendar API"
4. Go to "Credentials" â "Create Credentials" â "OAuth client ID"
5. Select "Web application"
6. Add your origin (e.g., http://localhost or your domain)
7. Copy the generated Client ID
1. Go to Google Cloud Console
2. Create a new project or select existing
3. Enable "Google Calendar API"
4. Go to "Credentials" â "Create Credentials" â "OAuth client ID"
5. Select "Web application"
6. Add your origin (e.g., http://localhost or your domain)
7. Copy the generated Client ID
Get from Google Cloud Console
đĄ
How it works: Once configured, all messages from Yelp and SMS will automatically create leads in the CRM. Appointments will auto-sync with Google Calendar and you'll receive notifications.
Reports & Statistics
Revenue Summary
Total Revenue
$0
Current month
Average Revenue/Job
$0
â 8% vs last month
Jobs Completed
0
Current month
Conversion Rate
0%
Lead â Paying Client
Top 5 Services (By Revenue)
No data available
Statistics will appear after your first completed services