Desktop UI

Office control view.

The desktop layout is for the owner or office manager: review queues, quote chasing, document previews, unpaid money and weekly missed-opportunity control.

Inbox

IN-1024

Create lead + callback

Boiler keeps losing pressure, can someone come this week? Battersea SW11. Prefer mornings.

IN-1025

Create expense receipt draft

Please find attached invoice for pump parts. Total £218.40 including VAT.

IN-1026

Ask which quote/client

Customer accepted quote. Wants Tuesday afternoon if possible.

Follow-ups

12 days

Boiler replacement

R. Singh · £4,920

8 days

Heat pump service plan

The Old Bakery · £1,180

5 days

Bathroom first fix

A. Lewis · £2,760

Selected candidate

evidence-linked

Create lead + callback

Source: website_form · Confidence 91%

Boiler keeps losing pressure, can someone come this week? Battersea SW11. Prefer mornings.

postcodeservice termtime windowproblem language

Actions

high

Send follow-up draft

D. Mercer · quote_follow_up

urgent

Promote to lead

Unknown homeowner · lead

normal

Approve draft

M. Patel · lead

normal

Choose job

Supplier receipt · expense