Moving Company Dashboard - User Management (v1.6.25)

⚡Pricerr

v1.6.24

Not logged in

📧 📝

📋 Jobs

👥 Users

🧾 Payments

📊 Analytics

📧 Email

⚙️ Settings

📜 Activity

⏱️ Timesheets

👤 Profile

📊 Sales Totals 💳 Transactions 📋 Dispositions 🚚 Dispatch View

Total -

My Leads -

Pending -

Transferred -

Dropped -

Callbacks -

Booked -

Deposits -

Binder -

👥 Rep Performance

🔐 Login

Secret Key:

✉️ Send Onboarding Invite RECOMMENDED

Generate a link the new hire opens themselves to set their password, sign their agreement, and confirm their schedule. Their account is created automatically when they finish.

Full name:

Role:

Email (optional):

Phone (optional):

Schedule (you fill, they confirm)

Shift start:

Shift end:

Working days:

Agreement title:

Agreement text (review & edit before sending): This exact text is what they will read and sign. Edit it before generating the link.

✅ Invite link ready — send this to the new hire:

Link expires in 14 days.

👥 Create New User

Full Name:

Role:

Lead Source (existing): Existing sources are loaded from your database (every distinct lead_provider value on jobs plus every saved provider account).

➕ Brand-new lead source?

If this provider isn't in the list above, define their key here. It must match what GHL writes for contact_source on incoming leads (we lowercase + strip spaces automatically).

Secret Key (optional): If left blank, a random key will be generated automatically

Slack User ID (optional): Find in Slack: click user profile → ⋮ → Copy member ID

Team

—

📊 Stats range:

Worksnaps Users

Loading members…

Unassigned only

Worksnap ID	Name (in Worksnaps)	Email	Assigned to dashboard user
Loading…

—

Role Filters:

Status Filters:

🧾 Payment History

View all processed payment receipts

🧾

Loading payment history...

🏆 Leaderboard

Loading leaderboard...

Job Submissions Loading...

🔍

⟳ 4s

Loading submissions...

➕ Add New Job

Customer Name *

Phone

Moving From

Moving To

Cubes (cf)

Pickup Date

Lead Source

Reference / Click ID

Notes

📊 GoHighLevel Analytics Dashboard

Real-time analytics and insights from your GoHighLevel integration.

📅 Filter by Lead Creation Date

From Date:

To Date:

Quick Filters:

Actions:

Total Contacts

Active Opportunities

Last Sync

Never

🔄 GoHighLevel Data Sync

Sync data from your GoHighLevel account to view analytics and insights.

🔗 Webhook Auto-Sync

Set up webhooks in GoHighLevel to automatically sync data without manual daily syncs.

📌 Important: In GoHighLevel, make sure to subscribe to these events:
✅ contact.created ✅ contact.updated

Webhook URL:

                                    Loading...
                                

📊 Contact Statistics Dashboard

📈 Contact Source Distribution

Loading source data...

👥 Representative Assignment

Loading rep data...

🏷️ Lead Status Breakdown

Loading status data...

📅 Monthly Contact Growth

Loading growth data...

Recent GoHighLevel Data

Click "Sync Data" to load GoHighLevel analytics

📧 Email Template Builder

Create and manage email templates with variables and signature blocks for client communications.

✅ Test your Resend domain

Domain verified? Send a test email to confirm everything works.

📧 Open email test page →

🚀 Quick Access

Open the Email Template Builder to create templates for quotes, agreements, payment reminders, and more.

📧 Open Template Builder →

💡 Features

Create reusable email templates with variables ({{CUSTOMER_NAME}}, {{JOB_NUMBER}}, etc.)
Add signature blocks for agreements and contracts
Live preview with sample data
Save templates locally and use with Resend email service
Send test emails directly from templates

📚 Available Variables

{{CUSTOMER_NAME}}
{{JOB_NUMBER}}
{{QUOTE_AMOUNT}}
{{AMOUNT}}
{{PAYMENT_LINK}}
{{MOVE_DATE}}
{{VALID_UNTIL}}
{{COMPANY_NAME}}
{{SIGNATURE_LINK}}
{{AGREEMENT_LINK}}

📋 Email Logs & Signatures

View all sent emails and track agreement signatures.

📧 View Email Logs →

👤 My Profile

—

Profile photo

📷 Change Photo

Square images work best. Shown to customers on their agreement.

Name:

Role:

Email:

Phone:

🏦 My Bank Info — direct deposit / payroll

Keep your direct-deposit details current so payouts aren't delayed.

Account holder name:

Bank name:

Account type:

Routing number:

Account number:

Address on file:

Secret Key (this is your login password):

📦 Inventory

⏱️ Timesheets

Login hours + shift activity per rep, from in-app work sessions. Hours stop counting after ~5 min idle. (While we run alongside Worksnaps, treat these as the upcoming source of truth.)

From

Rep	Hours	Files	Calls	Texts	Agmts	Pmts	$ Taken	Quotes	Xfers
Pick a range and Apply.

📜 Activity Feed

Every action reps take that touches a lead — status changes, pricing edits, agreement sends, bookings, etc. Newest first.

Rep

From

Loading activity…

No activity in this range.

🔍 QA Payments Channel

When a job's inventory was added by a QA, its payment notification goes only to this Slack channel instead of the normal one. Enter a channel ID (e.g. C0123ABC) or #channel-name. The Slack bot must be a member of the channel.

📋 Charge Catalog (Line Items & Extra Charges)

The fixed list reps pick from on the lead profile. Reps can select & add these (and adjust the price per job) but cannot create their own. Edit the name + default price, remove unwanted ones, or add new rows here.

📧 Nurture Emails (30-Day Sequence)

One email goes out each morning for a lead's first 30 days, automatically (it stops when the lead is booked, cancelled, or unsubscribed). Edit any day's subject & body below — leave a day blank to use the built-in default. You can use {{firstName}}, {{customerName}}, {{movingFrom}}, {{movingTo}}, {{pickupDate}} in your text; an unsubscribe link is added automatically.

⚙️ Pipeline Sorting Rules

Control how leads are sorted in the jobs table.

Overdue Boost

Priority added for recent overdue callbacks

Overdue Max Age (days)

After this many days, overdue leads get demoted

Stale Demote Score

Priority cap for stale overdue leads

⚙️ Status Tiers & Callback Rules

Set priority (0–100), callback rules, and categories per status.

	Status key	Display name	Category	Priority	Max attempts	Wait times (min)	Callback	Cadence (hrs)

Priority (0–100): Higher number = shows first in the jobs table. e.g. New Lead = 100, Callback = 90, Booked = 5. Overdue callbacks get +50 boost automatically.
Max attempts: 0 = unlimited. After max is reached, no more callbacks are scheduled.
Wait times: Comma-separated minutes for each attempt (e.g. 5, 15, 60, 1440 = 5min → 15min → 1hr → 1day). Last value repeats for extra attempts.
Callback: User picks = closer chooses date/time. Cadence = auto-calculated from wait times.

Add new status

Status key (e.g. my_status)

Display name

Discount Labels

Manage discount types available in the lead profile dropdown.

📞 Dialerr Callback Cadences

Dispositions synced from Dialerr with their callback wait times. Sync pulls latest from Dialerr API.

Disposition	Category	Final	Maps To Status	Wait Times	Synced
Click Refresh to load

Move Pricing Admin only

How the move cost is calculated:
Move cost = Cubic feet × the $/CF rate for the move's distance
…then the Minimum charge is applied as a floor. These are the exact numbers used on every lead's quote.

Rate by distance & job size ($ per cubic foot)

Bigger jobs (more cubic feet) can be priced lower per cf — set a different $/cf for each cube tier. Edit the tier breakpoints above.

Minimum charge

A move's cost never drops below this, no matter how small the job.

Test calculator — uses the rates above (unsaved edits included)

Distance (miles)

Volume (CF)

Blackout Areas Admin only

Leads whose pick-up falls in one of these areas get a red flag on the lead profile (higher cost / limited availability). Match by State (2-letter), City name, or Zip prefix (e.g. 81 = all 81xxx). Flag only — the rep adjusts the price manually.

Match by	Value	Note (shown on the flag)