Pool Control Dashboard

New Job form TemplateAssignable by Project Manager (by manager?)Links directly into active leadsAutofill form from New Lead by checkbox "sold" with sold date entryForm can be manually filled by manager?

Electronic Job BoardOverall Chart ViewGantt Chart ViewSorted by Project ManagerEntry fields for each task, vendor, start date, finish date.Links to order formsLinks to vendor infoLinks to email

Job Cost TrackerPermissionsManagement(All Access and Entry)Administrative (VPA's, Invoicing entry and approvals (set limits)Project Management (VPA's, Invoicing entry and approvals (set limits)Sales team (VPA's, Addendums)

New Lead form TemplateLinks directly into active leadsForm can be autofilled from web inquiryDirect hotlink from Main DashboardFieldsLead Taken ByDateLast NameFirst NameFirst Name (Significant Other?)Current Street AddressLot NumberCityStateZipSpecial DirectionsJob built at current St Ad? y/nJob Street Address (Auto Fill)Lot Number (AF)City (AF)State (AF)Zip (AF)Special Directions (AF)Lot Number (AF)Map (AF)1st Contact2nd Contact3rd ContactEmailReferred By? (Drop Down)Sub Menu for some RefBy fieldsProject Type (Multiple Selections)Special RequestsInitial Appointment (Calendar)IA DateIA Day of WeekIA Time (am/pm)IA Assigned Sales Team Member

Displays ALL active leadsAbility to sort by various fields (Salesman, Aging, Profitabilty, Contract $, Referral Source, etc..)Sales team have access directly by their own page

Hot LeadsCatagorized by "lead status" field from all active leads

Warm LeadsCatagorized by "lead status" field from all active leads

Cold LeadsCatagorized by "lead status" field from all active leads

Auto generated report of top 10 leadsSorted by soonest T-contract dateDisplays T-Contract $Displays T-Contract DateDisplays T-Profit $Displays Name and regionDisplays Salesman

Auto generated report of top 10 Open JobsSorted by soonest T-closing dateDisplays T-Contract $Displays T-Contract DateDisplays T-Profit $Displays Name and regionDisplays Salesman

EJB at a glanceDisplays quick view of oldest open jobs, oldest job idle time, open punchlists, other vital notes

Hot Topics (Management Level)Displays overbudget jobs / categoriesDisplays lowest perfoming Sales team memberDisplays