🏢
Platform Administration
Manage companies, users, and CRM instances across the platform.
🏢
Companies
0
👥
Total Users
0
✅
Active Subs
0
Paid accounts
💰
MRR
$0
Monthly recurring
🏢 Companies
All CRM instances on the platform
| Company | Contact | Plan | Users | Status |
|---|
👥 All Platform Users
Users across all companies
| Name | Company | Role | Status | Last Login |
|---|
☀️
Utah's solar homeowners deserve better.
Sun Service fills the gap — fast repairs, honest service, and plans that actually show up. Quote → Repair Order → Invoice.
Service Area
Wasatch Front, UT
🏠
Homeowners
0
📋
Open Quotes
0
Awaiting approval
🔧
Active Orders
0
In progress
💳
Unpaid Invoices
0
Active Workflow
Quote → Repair Order → Invoice
Recent Activity
| Item | Homeowner | Stage | Total |
|---|
Today's Schedule
| Homeowner | Phone | System | Installer | Plan | Status |
|---|
⏳ Unscheduled
| RO # | Homeowner | Services | Tech | Date | Priority | Status | Checklist |
|---|
| Homeowner | Plan | Starts | Expires | Visits/yr | Used | Status | Auto-Renew |
|---|
| Quote # | Homeowner | Services | Total | Plan | Created | Status | Sig |
|---|
| Invoice # | Homeowner | Type | Total | Issued | Due | Age | Status |
|---|
💰
Revenue (Paid)
$0
📋
Outstanding
$0
🔧
Total Orders
0
💳
Avg Invoice
$0
Per paid invoice
Monthly Revenue
Revenue by Service
Lead Sources
Paid Invoices
| Invoice | Homeowner | Paid | Amount |
|---|
🏠
Total Homeowners
0
⚡
Active Leads
0
📋
Open Quotes
0
Awaiting response
🛡
On a Plan
0
📍 Lead Sources
Where homeowners are coming from
⚡ Pipeline Health
Leads by pipeline stage
🎯 Upsell Opportunities
Homeowners without a service plan
| Homeowner | System | Installer |
|---|
↩️ Declined Services
Follow-up targets from declined quote items
| Homeowner | Declined Item | Value |
|---|
📣 Campaign Ideas
Quick-launch marketing actions
📍
Nextdoor Post
Target neighborhood groups
🤝
Referral Program
Track & reward referrals
📧
Email Campaign
Blast to homeowner list
👥 Users & Roles
Manage staff accounts and role permissions
| Name | Role | Status |
|---|
⚡ Pipelines
Create and manage sales pipelines and their stages
| Icon | Pipeline Name | Stages | Leads |
|---|
🛠 Labor Services
Shown in quotes, repair orders & scheduler
| Icon | Service Name | Unit | Price | Description |
|---|
🛡 Service Plans
Annual maintenance plans sold to homeowners
| Icon | Plan Name | Price/yr | Visits | Description |
|---|
📦 Parts & Products Catalog
Available in quotes and repair orders
| Icon | Product Name | SKU | Category | Price | Unit | Description |
|---|