Dashboard
Projects
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Targets
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Calendar
Meetings, follow-ups, and planned next steps in one monthly view.
Target Center
Targets, follow-ups, and team activity in one place.
| Name | Type | Owner | Status | Last Contact | Next Follow Up | Next Action |
|---|
Target Center
Keep follow-ups and planned actions easy to find.
Follow-up reminders
Create a simple email draft from your saved notes, review it, then copy it to your email account. Nothing is sent automatically.
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Overdue 0
Today 0
This week 0
Upcoming 0
Completed 0
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Target Center
Review outreach and client coverage across the sales team.
Team progress by salesperson
A shared snapshot of targets, scheduled work, follow-ups, and outreach logged this week.
| Salesperson | Builders | Architects | Current Clients | Follow-ups Due | Meetings Scheduled | Touches This Week |
|---|---|---|---|---|---|---|
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Targets by stage
Tap a bar to review targets at that stage.
Outreach this week
Tap a salesperson to see their activity.
Tools
Open the full project and target workspaces.
Projects
Browse saved projects, review estimates, and start new project work.
Targets
Review and manage targets, next steps, and team activity.
Projects
| Project Sent | Installation Status | Proposal Status | Installation Packet Status | Actions | ||||
|---|---|---|---|---|---|---|---|---|
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Project
Project details and completed work.
Project Details
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Project Quotes
Shared quotes used by the Installation Estimate and Proposal Summary.
Generated Files
Saved installation estimates, proposal summaries, and installation packets will appear here.
New Project
Review the installation estimate or proposal summary for this project.
Projects
Open your project and quote workspace.
Project workspace
Project records live in Create Proposal Summary. This tracker does not store a separate project list.
Settings
Review team accounts and tracker setup.
Sales team
| Name | Role | Account |
|---|---|---|
| Tim Forsyth | Salesperson | Personal login |
| Cori Coppes | Salesperson | Personal login |
| JR Fowler | Salesperson | Personal login |
User and permission changes are managed by the app administrator.
Create Proposal Summary
Upload manufacturer quotes, review extracted details, and create proposal and specification-summary drafts.
Installation
Estimate project labor, materials, and equipment costs.