🔐 Login
👥 Create New User
Current Users
🧾 Payment History
View all processed payment receipts
🏆 Leaderboard
📊 GoHighLevel Analytics Dashboard
Real-time analytics and insights from your GoHighLevel integration.
📅 Filter by Lead Creation Date
Total Contacts
Active Opportunities
Last Sync
🔄 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.
✅
contact.created ✅ contact.updated
📊 Contact Statistics Dashboard
📈 Contact Source Distribution
👥 Representative Assignment
🏷️ Lead Status Breakdown
📅 Monthly Contact Growth
Recent GoHighLevel Data
📧 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
⚙️ Pipeline Sorting Rules
Control how leads are sorted in the jobs table.
⚙️ 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
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 | |||||
Pricing Matrix
Define per-CF rates by distance & volume tier. Matched rates auto-suggest on lead profiles.
| Label | Min Miles | Max Miles | Min CF | Max CF | $/CF Rate | Fuel % | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
