Good morning, {{firstName}}
{{roleLine}}
Follow-ups due
{{followScope}}Nothing due in the next two days.
Active projects
Leads by stage
Payments due now
{{dueTotal}}No payments due right now.
Prospects
{{prospectsSub}}
{{pv.company}}
Held by {{pv.ownerName}}. Only they and the admin can see this prospect.
Leads
Companies that agreed to a site visit or asked for a proposal.
{{ld.company}}
Entered by {{ld.ownerFull}} on {{ld.created}}
{{pd.client}}
{{pd.system}} · {{pd.site}}
{{formTitle}}
{{formHint}}
No prospects in this list.
Client details
Make it a lead when the company agrees to a site visit or asks for a proposal.
Log a call or meeting
Last contact: {{pv.last}}History
No calls logged yet.
No leads match this filter.
Stage
What’s happening: {{ld.nowText}}
To finish this stage: {{ld.finishText}}
Site visit form
Fill this in at the site or right after. Submitting it marks the site visit as done. Fields with * are needed.
Upload the proposal and quotation
Upload both before you send them. If an upload fails, you can still continue and add the file later under Documents.
Lost at {{ld.lostAt}} · Reason: {{ld.lostReason}}
Next follow-up
{{ld.nextWhat}}
Notes
Client details
Site visit
{{ld.siteDate}}Documents
Carried over to the projectNo documents yet.
Projects
Every order from purchase order to handover.
Edit project details
Admin only. Changes are recorded in the project history.
Progress
What’s happening: {{pd.nowText}}
This stage is finished when {{pd.finishText}}
These are reminders, not locks. You can finish the stage with items open; they will be listed for you to confirm.
Completed on {{pd.doneDate}}. The client link was turned off automatically. It can be turned on again from the Client link box.
Payments
Received {{pd.receivedText}} · Balance {{pd.balanceText}}Updates for the client
Shown on the client linkSite photos
The date shown is when the photo was takenDocuments
Stored with the projectClient link
A view-only page for this project only. No login needed. It turns off automatically when the project is completed.
{{pd.linkState}}
Details
Issues
Internal only. Never shown to the client.
{{pd.issues}}
- {{pn.label}} · {{pn.stage}}
{{prof.name}}
{{prof.title}} · {{prof.role}} access
Projects from my leads
No won leads yet.
My account
Change password
Forgot your password? Ask the admin to generate a new one. There is no email reset.
Users & roles
Only you can see this page. Usernames and emails are visible only here and on each person’s own profile.
Give this to them in person or on a call. It is shown only once. They can change it on their profile after signing in.
Add a user
The email ties the account to this person and can’t be changed later. A first password is generated for you to hand over.
Edit {{ue.name}}
Account email: {{ue.email}} (fixed) · Created {{ue.created}} · Password last changed {{ue.pwChanged}}
CEO
- Sees everyone’s prospects, all leads and all projects, and can change any of them.
- Can move a project back a stage, undo a payment and edit project details.
- Adds users, edits their details and generates new passwords.
Sales Executive and partners
- Own private prospect list.
- Sees all leads; changes only the leads they entered. A lead counts for the person who entered it.
- Projects: view only.
Chief of Staff and project manager
- Finishes project stages, confirms payments, edits payment terms.
- Posts client updates, uploads photos and documents, manages the client link.
- Own private prospect list; sees all leads, changes only their own.