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⚠ HIGH & MEDIUM
Good 👋
Date:
Cambridge Jobs
—
Scheduled today
Home Depot Jobs
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Scheduled today
Installations
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No tally
HD Lead Generator
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Home Depot leads today
CAM Exhibition
—
Cambridge leads today
High Priority
0
Active open cases
📋
Scheduled Jobs
No data
No Job Saved Yet
🔧
Installations
No data
No installation tally saved
📊
Daily Sales & Service
No data
No sales report saved for today
🎯
Lead Generator
CAM Exhibition + HD Lead Gen
| Generator | Branch | Total | Breakdown |
|---|
Today's Scheduled Job
Sales
Cambridge
Home Depot
0
CAM Leads
0
HD Leads
0
Total Leads
Service
Cambridge
Home Depot
0
CAM Leads
0
HD Leads
0
Total Leads
📋 Breakdown Report
Cambridge
CAM Total
0
Home Depot
HD Total
0
Today's Scheduled History
| Date | CAM Jobs | HD Jobs | Total Jobs | Actions |
|---|
Today's Installations
🔧 Installations
Cambridge
Home Depot
0
CAM Installs
0
HD Installs
0
Total Installs
📋 Breakdown Report
Cambridge
CAM Total
0
Home Depot
HD Total
0
Today's Installations History
| Date | CAM Installs | HD Installs | Total Installs | Actions |
|---|
Daily Performance Report
💰 Sales
Cambridge
G
General
CAM
Phone Estimate
0
Home Consultation
0
Home Depot
G
General
HD
Phone Estimate
0
Home Consultation
0
🔧 Service
Cambridge
Service Scheduled
0
Home Depot
Service Scheduled
0
0
Total Sales
0
Total Service
0
Net Leads
📋 Breakdown Report
Cambridge
CAM Total
0
Home Depot
HD Total
0
Daily Performance Report History
| Date | CAM Total | HD Total | Total Sales | Total Service | Net Leads | Actions |
|---|
📋 Case Manager
Track and manage ongoing HVAC customer issues
0
Total Active
0
🔴 High
0
🟡 Medium
0
🟢 Low
⚡ Active Cases
All
🔴 High
🟡 Medium
🟢 Low
Open
In Progress
📅 Date:
✅ Solved Cases
Today's Leads Generated
Exhibition Leads
Cambridge
0
CAM Leads Today
Lead Generator Leads
Home Depot
0
HD Leads
0
Total Leads
📋 Breakdown Report
Cambridge
CAM Total
0
Home Depot
HD Total
0
Today's Leads Generated History
| Date | CAM Leads | HD Leads | Total | Actions |
|---|
📊 Stats & KPIs
Performance by period — select any date range
📅 Daily Breakdown
Saved reports for this period
| Date | Jobs CAM | Jobs HD | Installs | Sales | Service | Net Leads |
|---|
Generate Reports
Generate full text reports for any module — copy & paste to WhatsApp, email, or anywhere
👥 Lead Generator Report
Press Generate to build the lead tally report…
🔧 Installations Report
Press Generate to build the installation report…
📋 Scheduled Jobs Report
Press Generate to build the scheduled jobs report…
📊 Daily Performance Report
Press Generate to build the daily performance report…
⚠️ Active Cases Report
Press Generate to build the active cases report…
💬 Case Discussion
Click any case below to open its communication thread — messages, files & voice notes all stored per case
🔥 Hot & Ongoing Cases
Click a case to open its thread
All
🔴 High
🟡 Medium
🔵 Low
💬 Active
💬
Select a Case to Start
Click any case from the left panel to view or continue its discussion thread.
All messages, files, and voice notes are saved permanently with each case — even when staff changes, the full history remains.
✅ Task Manager
Create tasks, assign to staff, build workflows and set reminders
0
Total Tasks
0
Pending
0
In Progress
0
Completed
0
Overdue
View:
📋 All Tasks
| Task | Priority | Team Members | ⭐ Authorized | Due Date | Status | Workflow | Actions |
|---|
⚡ Workflow Templates
Reusable task chains — click to spawn all tasks at once
🔔 Reminders
View, manage and create all your scheduled reminders in one place
Total Reminders
0
Tasks with reminders
Upcoming Today
0
Due today
Overdue
0
Past reminder time
Dismissed
0
Already handled
🔔 Reminder Schedule
All tasks with reminders set
⚡ Quick Add Reminder
Set a fast reminder on an existing task
⚙️ Settings
Manage company profile, staff, fields and preferences
Configuration
Company Profile
Shown in the sidebar and on all reports
🌡️
Click to upload logo
Branch Labels & Subtitles
Customize heading & subtitle shown on each branch card
Cambridge Branch
Home Depot Branch
Login & Password
Protect the CRM with a passcode
Enable Login Password
Required to open the CRM
🔓 Password protection is disabled
App Info
Storage & data overview
VersionCRM v2.0
Storage UsedCalculating…
Cases—
Discussions—