Leads created
Revenue by service
Pipeline funnel
Top reps
Needs attention
Territory mapping is coming
Your disposition pins are already configured under Admin → Disposition Pins and will drop straight onto this map when it lands. Nothing you set up there is wasted.
The shared calendar is coming
Appointments booked during a sale are recorded on the deal itself for now — open a record and check the Sales Process tab. Until this lands, a setter booking for a closer needs to say so in the deal’s activity thread.
States
Regions
Teams
Sales Process
Buttons shown on this state's records under the Sales Process tab. Each opens its link in a new tab. Only http:// and https:// links are accepted.
Users & Roles
Who can sign in, what they can see, and which team they belong to. Visibility is enforced in the database, not just hidden in the UI.
| Name | Classification | Role | Assignment | Status | Actions |
|---|
Hardware Catalog
| Active | Type | Manufacturer | Model | Size | Cost Type | Price | Base |
|---|
Partners
Who installs the work. Each partner carries its own equipment, adders and financing — a deal reads whichever partner is on it. Archive rather than delete; a sent proposal must keep resolving to the partner it was priced for.
Ticking Has an API integration creates a connection under Integrations, ready for credentials. Partners without one are maintained by hand, which everything already supports.
Adders
What can be added to a job and how it is priced. A proposal stores the figure it was quoted at, so changing a price here never re-prices a proposal already sent.
| Active | Name | Category | Priced | Amount | Note |
|---|
Per-watt adders use the system size, per-panel the panel count. Trenching and travel ask the rep for a quantity. A range lets the rep pick a figure between two bounds; a quote is entered per job.
Utilities
Every proposal is priced against a utility's actual rate schedule. Archive instead of deleting — a sent proposal must keep resolving to the rate it was priced on.
| Active | Name | Short Name | State | Kind | Rate Schedule |
|---|
Financing
The lender rate sheet the proposal reads from. Archive a product or an APR step rather than deleting it — a sent proposal must keep resolving to the rate it was priced on.
| Active | Financier | Product | Term | Notes | Order | APR / Fees |
|---|
Milestone Manager
Each service has its own lead and account milestones. Drag to reorder, click a name to rename, archive what you no longer use.
Lead Milestones
Account Milestones
Select Market:
Field Library
DRAG TO GRID ➔Deal Submission Form (Complete Sale wizard)
The fields a rep confirms before a deal goes to the install partner. Whatever you place here is required — the wizard flags anything blank and will not advance until it is filled. Leads only, since completing the sale is what creates an account.
Field Library
DRAG TO GRID ➞Disposition Pins
Door-knock outcomes reps can drop on the map. Drag to reorder.
Services
What you sell. Each service gets its own milestones and its own field block on a deal. The colour is what shows as a dot in the pipeline.
| Active | Colour | Icon | Name | Order | On deals | Pipeline value |
|---|
A new service starts with a default set of milestones. Shape them under Milestone Manager. Retiring a service hides it from new deals but leaves existing ones untouched — nothing is deleted.
Partner CRM Connections
Pull partner pipelines into Terminal so every deal lives in one place. API keys are stored server-side and never returned to the browser.
| Status | Partner | Provider | Records | Last Sync | Actions |
|---|
