PC - Basic

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Pool Control Dashboard

Hot Topics

Hot Topics (Management Level)

Displays overbudget jobs / categories

Displays lowest perfoming Sales team member

Displays

EJB at a glance

EJB at a glance

Displays quick view of oldest open jobs, oldest job idle time, open punchlists, other vital notes

Top 10 Jobs

Auto generated report of top 10 Open Jobs

Sorted by soonest T-closing date

Displays T-Contract $

Displays T-Contract Date

Displays T-Profit $

Displays Name and region

Displays Salesman

Top 10 Leads

Auto generated report of top 10 leads

Sorted by soonest T-contract date

Displays T-Contract $

Displays T-Contract Date

Displays T-Profit $

Displays Name and region

Displays Salesman

Leads Dashboard

Active Leads

Displays ALL active leads

Ability to sort by various fields (Salesman, Aging, Profitabilty, Contract $, Referral Source, etc..)

Sales team have access directly by their own page

Cold Leads

Cold Leads

Catagorized by "lead status" field from all active leads

Warm Leads

Warm Leads

Catagorized by "lead status" field from all active leads

Hot Leads

Hot Leads

Catagorized by "lead status" field from all active leads

New Lead Form

New Lead form Template

Links directly into active leads

Form can be autofilled from web inquiry

Direct hotlink from Main Dashboard

Fields

Lead Taken By

Date

Last Name

First Name

First Name (Significant Other?)

Current Street Address

Lot Number

City

State

Zip

Special Directions

Job built at current St Ad? y/n

Job Street Address (Auto Fill)

Lot Number (AF)

City (AF)

State (AF)

Zip (AF)

Special Directions (AF)

Lot Number (AF)

Map (AF)

1st Contact

2nd Contact

3rd Contact

Email

Referred By? (Drop Down)

Sub Menu for some RefBy fields

Project Type (Multiple Selections)

Special Requests

Initial Appointment (Calendar)

IA Date

IA Day of Week

IA Time (am/pm)

IA Assigned Sales Team Member

Jobs Dashboard

EJB Job Board

Electronic Job Board

Overall Chart View

Gantt Chart View

Sorted by Project Manager

Entry fields for each task, vendor, start date, finish date.

Links to order forms

Links to vendor info

Links to email

Job Cost Tracker

Job Cost Tracker

Permissions

Open Jobs

New Job Form

New Job form Template

Assignable by Project Manager (by manager?)

Links directly into active leads

Autofill form from New Lead by checkbox "sold" with sold date entry

Form can be manually filled by manager?

Closed Jobs