Using Your Dashboard

Once you're live, you get your own login to the system running behind your website. This is where your leads land, your conversations live, and your reviews come in. Here's what's in there and what you'll actually use day to day.

You don't need to log in for it to work.

Everything runs whether you're logged in or not. Missed calls get texted back, leads get followed up, reviews get requested. The dashboard is where you go to see what's happening and to reply to people, not something you have to babysit.

START HERE

The one you'll use every day

Conversations. This is your inbox, and it's the heart of the whole thing. Every text, every chat message from your website, every missed call — they all land in one place instead of scattered across your phone, your email, and a notepad. You reply from here and it goes out from your business number. If you only ever open one part of this system, make it this one.

THE REST OF IT

What else is in there

Contacts. Everyone who has ever called, texted, or filled something in on your site, with their full history in one place. You can search it, add notes, and see every conversation you've had with someone before you call them back.

Opportunities. Your pipeline. Every lead as a card you can drag from one stage to the next, so you can see at a glance who's waiting on a quote and who's ready to book. Most of the movement happens automatically, but you can drag cards yourself any time.

Calendar. Your booking calendar and your availability. Change your hours, block out time, book someone in manually, or reschedule. It's yours to run.

Reviews. Read and reply to your Google reviews without leaving the dashboard, and see new ones as they come in. Replying to reviews matters more than most owners think — it's one of the few things you can do that Google notices.

Dashboard. Your numbers. How many leads came in, where they came from, how your calls are going.

Social planner. Write and schedule posts to your social accounts from here if you want to. Optional, but it's there.

WHAT'S NOT IN THERE

The parts we keep on our side

You'll notice some things aren't in your menu. That's on purpose, not an oversight.

The automations, your website files, and the system settings all sit on our side. These are the pieces that break quietly — one wrong toggle and your missed-call texts stop sending, and nobody finds out for two weeks. Keeping them with us is what lets us guarantee the thing keeps working, and it's part of what you're paying for.

If you want something changed — different wording in an automatic text, a new stage on your pipeline, a tweak to your site — just message us. That's included.

ON YOUR PHONE

Using it on the go

There's a mobile app called LeadConnector, free on the App Store and Google Play. Same inbox, same contacts, same calendar, just on your phone so you can answer someone from a job site. Go ahead and download it whenever — your login won't be active until launch day, and we'll get you signed in and walk through it together on your launch call. Most owners end up living in the app and barely opening the desktop version.

We'll walk you through all of this.

Your launch call is a proper walkthrough, not a handover email. We'll go through the dashboard together, get you set up on your phone, and answer whatever comes up. This page is here for afterwards, when you've forgotten where something lives.

Stuck on something in the dashboard? Message us. If it's a question we get more than once, we'll add it here.