Good morning, .
Here is what needs attention today.
OPEN LEADS
0
Current pipeline
ACTIVE JOBS
0
Work in progress
INVOICED
$0
Total
KEVIN COMMISSION
$0
40% of invoiced
Estimated $0
Paid $0
Recent clients
| Client | Status | Next action | Price |
|---|
Recent activity
Live logLeads & Client Files
Everything Kevin collects in the field.
All clients
| Business | Contact | Services | Stage | Quoted | Invoice | Kevin 40% | Follow-up |
|---|
New Lead
Use Quick Lead during the conversation. Complete details later.
What does the client need?
Main problem
Client wants to achieve
Commercial
PRICE DISCUSSED
$0
KEVIN 40%
$0
TIRO-ALP 60%
$0
STATUS
Not invoiced
Next step
Fast capture: this is enough to create the client. Full details can be completed later.
Client
Opportunity
Materials & access
Security: do not store client passwords. Record only that access is required.
Commercial
QUOTED$0
INVOICED$0
KEVIN 40%$0
TIRO-ALP 60%$0
Next action
Client File
PRICE QUOTED$0
FINAL INVOICE$0
KEVIN INVOICED 40%$0
TIRO-ALP 60%$0
Client overview
New leadWork status
Timeline & notes
Client Summary PDF
PreparedTIRO-ALP
Client Visit SummaryBusiness
Contact
Location
Discussed
Next step
Price discussed
Summary of discussion. Not a final contract or invoice.
Orders & Work
Accepted work from approval through completion.
Updates & Notifications
Internal communication tied directly to clients and work.
Settings
Account security and app preferences.
Dark / Light mode
Switch interface theme.
Switch interface theme.
Change password
Each user manages their own password.
Each user manages their own password.
Install on phone
Install TIRO-ALP CRM as an app.
Install TIRO-ALP CRM as an app.
Push notifications
Check device support
Check device support
Email notifications
Internal SMTP notifications, when configured on server.
Not configured
Internal SMTP notifications, when configured on server.