New leads
24
$38,250 · pipeline value
Client workspace
Overview
Everything that needs attention across Northstar Home Services today.
Appointments
18
4 · upcoming this week
Open estimates
6
$27,400 · awaiting response
Won this month
$18,650
3 · new projects
Google rating
4.9
127 · total reviews
Open follow-ups
3
Due today
Automations
2
Active · and monitored
Review requests
18
Sent · this month
Shared documents
8
2 · added this month
Next invoice
Aug 15
$499 · managed plan
Today's Follow-Ups
Customers due for contact
Active Service Jobs
Project progress and upcoming work
Collins kitchen renovationIn progress 68%
Chen bathroom renovationScheduled 25%
Recent Leads
Newest customer inquiries
| Customer | Service | Source | Status | Est. value |
|---|---|---|---|---|
| Maria Johnson | Kitchen remodel estimate | Website | New | $8,500 |
| Derek Williams | Basement waterproofing | Contacted | $4,200 | |
| Alicia Singh | Deck repair | Referral | Estimate set | $2,800 |
| Robert Chen | Bathroom renovation | Website | Contacted | $6,750 |
Automation Status
Workflows and customer communication