Operations Portal
Live database — jobs, leads, and documents update here in real time.
Search Results
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Lead Inbox
Two inboxes. Bid Invitations are sorted by deadline and grouped when the same project comes in from several GCs. Customer Leads are estimate requests from the public site.
Jobs
Track every job through its lifecycle. Status changes save instantly.
| Code | Client | Description | Status | Contract | Completed |
|---|
Clients
Every client in one place — contact info, job history, and all their documents. Click a client to open their full record.
Filing Ledger
Every document through its lifecycle — edit status and dates inline.
Generate a document
| Doc Type | Doc # | Job | Amount | Status | Sent | Approved | Paid |
|---|
Edit document
Client
| Code | Description | Status | Contract | Completed |
|---|
Re-Coat Review
Surfaces due or overdue for a refresh. Review and decide whether to reach out — dismiss to clear, or delete to remove the record.
Dismissed
Document Vault
Generated PDFs and Word files — download on demand, or upload new ones.
Upload a document
Batch Import v07m
Drag in past estimates and documents — we pull the text out and pre-fill the fields. You confirm and file each one. Uploaded files stay private to your vault.
Operations Guide
How to run a job end-to-end in the vault — from first lead to final invoice.
Credentials
Track expirations so you're never caught off-guard.
Weekly Digest Preview
What your next Monday 8 AM digest will say.
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Automations
On-demand tools. Sending emails stays routed through your agent — never automatic.
Weather Window
Next exterior-paint-safe day for a zip.
Payment Match
Outstanding pay applications awaiting payment.
Review Request Draft
Google-review request email for a completed job.
Material Order Draft
Pull line items into a supply-order email.
Account
Change your portal password. Minimum 10 characters.