What you see between calls.
On a Care or Partner plan your team gets one page: the workflows we built for you, what each did this week, what we need from you, what changed and who has seen it. Try the sample below. It is a fictional company, and every screen is clickable.
Week of Oct 26
Counted from your own accounts. The same four numbers go in the monthly report.
- 31
- Leads answered
- 14
- Estimates followed up
- 6
- Jobs handed off
- $18,400
- Invoices collected
Waiting on you
- Choose the filter size on job 2231The production packet for Luis is waiting on it. By Tue.
- Paste the new Google review linkReview requests have been paused since Tue. By Wed.
- Approve the two changed lines in the after-hours scriptWe tightened the “is this an emergency” answer after reading last week’s calls. By Thu.
Your workflows
| Workflow | This week | Status |
|---|---|---|
| LeadMissed-call text back and AI callbackOffice line → Housecall Pro | 31 answered9 visits booked4 callbacks18 to the office | Running |
| EstimateEstimate follow-up, three touchesHousecall Pro → text, email, call | 14 touched4 approved$21,900 approved8 still open | Running |
| SoldSold job to production packetHousecall Pro → Google Calendar → Luis | 6 handed off1 heldJob 2231 held: filter size not chosen | Needs you |
| PaidInvoice remindersQuickBooks → text, email | 11 paid$18,400 collected3 reminders sent | Running |
| PaidReview request after final paymentQuickBooks → text | 0 sentPaused Tue: Google review link bounced | Paused |
What happened
- Fixed
Reminder text to Pat Keller failed (landline). Sent by email instead.
- Estimate
Estimate approved: Renee Alvarez, furnace replacement, $8,400.
- Job
Job 2231, Tom Brandt, mini-split install, on the install calendar for Thu. Packet held: filter size.
- Lead
After-hours call answered: Carla Nguyen, water heater leaking. Visit booked Tue 8:00 AM with Luis.
- Invoice
Invoice 1187 paid by card: Dave Okafor, $2,150.
- Estimate
Second touch texted to 6 open estimates. 2 replied, both handed to Dana.
- Estimate
Estimate approved: Sam Whitaker, AC tune-up and duct sealing, $3,600.
- Lead
Weekend calls: 7 answered, 3 visits booked, 4 routed to the office.
A fictional company and fictional numbers. Your portal lists the workflows in your own build.
Same four screens. Your workflows.
No two companies run the same process, so nothing on the portal is a template. The rows on the status screen are the exact workflows in your build, counted from your own CRM, phone and accounting accounts. The action items are the real approvals and choices your systems are waiting on.
This week
Your workflows, each with its lifecycle stage, whether it is running and what it did this week. The monthly report, kept current.
Action items
The choices and approvals your systems are waiting on, and what we are doing next with the day you will see it. Your team checks things off.
Changes
Every fix, change and new workflow with the reason behind it. On Partner, next month’s build sits at the top.
Team
Invite the office and the field. You see who opened the portal and who checked what off, so nothing waits on one person.
The portal is set up when your plan starts, with the workflows from your build already on it. See how a month on a plan runs →
See your own workflows on a page like this.
Book the 20-minute call. Tell us your CRM and where jobs stall, and you will leave knowing what we would build first and what your team would see each week.