An internal lead and job management tool built for Spagnotti Contracting and Total Elevated Roofing. It's used by our team to track incoming customer leads, schedule appointments, manage proposals, and keep every job's history in one place. Access is limited to authorized team members.
Sign in with GoogleCollected revenue / outstanding A/R isn't tracked here yet — no payments integration exists.
| Rep | Active Leads | Proposals Sent (Mo) | Signed $ (Mo) | Close Rate (90d) | Jobs Completed (Mo) |
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Download a spreadsheet copy of your data — useful as a backup, or to hand to your accountant.
| Bid Date | Company | Customer Name | Address | Job/s Type | Lead Source | Lead Cost | Total Opportunity | Action |
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No proposals awaiting a decision. Move a lead to "Proposal Sent" on the Job Board to see it here.
| Bid Date | Company | Customer Name | Address | Job/s Type | Lead Source | Lead Cost | Total Opportunity | Action |
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Nothing won yet that's still waiting to be finished.
| Bid Date | Company | Customer Name | Address | Job/s Type | Lead Source | Lead Cost | Total Opportunity |
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No lost bids.
Copy this link and send it to the customer — it expires in 14 days.
| Category |
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Research and save any address, whether or not it's tied to a lead yet. Saved properties are reusable — creating a lead from one links instantly with no re-fetching.
| Address | Linked Leads | Last Checked |
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Admin only. Job-level profitability — click a job to view or edit its numbers.
| Customer | Company | Stage | Revenue | Cost | Profit | Margin |
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| Name | Role |
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For external integrations (like an email lead-importer) to create and update leads without a human login. A key can see and manage all lead data, but can never delete records or manage team members/keys.
Copy this key now — it won't be shown again.
| Name | Key | Last Used |
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Automatically creates leads from emails labeled "CRM Leads" in Gmail, using AI to read each one. Checks for new email every 10 minutes.
| Subject | From | Result | When |
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One-time historical seed for the Storm History card in Property Intelligence — pulls ~15 years of NOAA hail/wind/tornado reports for Nebraska and Iowa. A weekly job keeps the current year up to date automatically after this; you only need to run it once.