Admin Panel

Overview

Dashboard Analytics Revenue Job P&L

Operations

Job Pipeline Estimates Manual Invoices Claims Inspections Photos

Finance

Expenses Subcontractors Mileage Log P&L Report Cash Flow Tax Prep Bank Connect Campaign ROI

Leads & CRM

Leads Customers

Communications

Call Center SMS Inbox Notifications

Storm — Automated

Pipeline OpsStep 0 — Control Storm DashboardStep 1 — Monitor Storm ZonesStep 2 — Zone Map Storm ProspectsStep 3 — Lead List Campaign ManagerStep 4 — Launch Storm ROIStep 5 — Track ROI

Storm — Manual

DFW Property DBStep 1 — Pull Data Property Pin MapStep 2 — Target Storm TargetingStep 2 — Target Canvass ToolStep 3 — Field Canvas Campaign ManagerStep 4 — Launch Storm ROIStep 5 — Track ROI

Outreach

Outreach Playbook Lead Gen Pro Forma Quick Estimate EagleView Batch RWCR HQ Dashboard Business Outreach Campaign Sender Email Templates Review Requests Automation

System

Pricing / Line Items Platform Guide Product Docs Doc Packets Settings

Notifications

All caught up

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