Lead sources
| Source | Leads | Won | Win rate | Contract value | Avg. days to win |
|---|
Finishing up
Job costing
Weather & scheduling
Longer-range regional outlook
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Where the money went
Drop a statement export here
CSV or OFX/QFX straight from the bank or card site. Nothing posts until you confirm the preview below.
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Reminders are drafted here and go out only when you send them. Nothing is automatic — a homeowner three weeks late usually has a reason, and it is often one the office already knows.
Washington is destination-based, so every job is taxed at the rate where the house is. This groups what you have collected by DOR location code — the way the excise return is filed.
| Date | Person | Job | Class | Code | Reg | OT | Status | |
|---|---|---|---|---|---|---|---|---|
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GET /api/estimators has no permission gate — a wage on that table would be readable by every logged-in user. Linking a login is optional: field crew who never sign in still get hours, they just cannot clock themselves.| Person | Paid h | L&I h | Productive h | Wages | Statutory | Total | $/prod hr |
|---|---|---|---|---|---|---|---|
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L&I quarterly worksheet
Saved scenarios
Employer-specific rates
Statutory rates in force
L&I risk classes
| Code | Title | Total /hr | Employer /hr | Employee /hr | Notes |
|---|
Benefit & indirect cost menu
| Item | Basis | Amount | Tax treatment | Notes |
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Team & access
People you can assign jobs and appointments to. Each person also needs their email on the Cloudflare Access policy to log in.
System health
Proposal view tracking
A customer view is an open of the proposal link that came after it was sent and was not one of ours. Opens from the Preview button, from a browser that has previewed before, from an address the CRM has been used from recently, and from mail scanners and link checkers are all recorded but not counted. Recount re-derives every proposal's counters from the view log — safe to run any time, and worth re-running occasionally as more of our own addresses become known.
Email health
Duplicate customer cards
Cards that look like the same person. Merging keeps everything — notes, photos, appointments, invoices and payments all move to the card you keep, and the other one is archived, not deleted, so a merge can be undone. A repeat customer is not a duplicate — a re-roof and a later gutter job on the same phone number are two real jobs.
Photo storage
Google Drive backup
Open the folder in Drive and copy the last part of the address bar. It must be a folder inside a Shared Drive, shared with the service account as a Content manager — a folder in My Drive cannot work, because a service account has no storage of its own.
Payments
Sales tax on a surcharge is charged at the job site's rate, looked up per invoice — there is nothing to set here. Debit cards are never surcharged, whatever these settings say.
Leave this at zero and a job is invoiced once, at completion, for the contract plus every signed change order. Set a flat amount and that deposit is invoiced at signing instead — with no sales tax on it. The full sales tax is charged on the final invoice either way.
Price book
Crews
The install crews you assign production jobs to. The crew lead's login is how they see their own work orders — and only their own.
Booking availability
The standard slots "Suggest times" offers. Set these to match your GoHighLevel calendar. Estimators can still book any time outside these hours — those bookings are marked custom on the calendar so the office can spot them.
Leave blank to use the hours above. Only booking days appear here.
Customer booking page
What the instant estimator on the website offers. It uses the same days, hours, slot length and buffer as above — these four are its own.
Automations
Active now: stage moves auto-set the next action and log to each customer card's timeline; leads with no contact are flagged for attention; a daily ops digest is emailed each morning. More automation controls will appear here.