Marcus Hill needs roof and panel photos
Request missing site photos before design review.
Open leadEmployee operations
Solar operations command center.
Draft intakes, active leads, proposal status, financing checkpoints, contracts, and commission review.
Total Leads24Open pipeline
Documents Needed6Customer follow-up
Design Records9Project records
Financing Approved5Finance qualified
Contracts Signed3Ready for install handoff
Commission Pending$8,400Payout review
Investor Opportunities4Partner review
Today's Action Queue
Highest-priority lead, proposal, contract, and commission work.
Elena Brooks has first-pass documents
Review utility bill, quote snapshot, and design details.
Run calculatorPriya Nair has financing approved
Confirm proposal packet and e-sign status.
Open lead$8,400 pending commission
Release only after contract and install handoff are confirmed.
Review payoutDraft Intake Requests Board
Review each submission, request missing details, or convert qualified requests into leads.
Elena Brooks
4128 Harbor Ridge Dr, Tampa, FL
elena.brooks@example.com - (813) 555-0141
SubmittedMay 24, 2026
FinancingYes
Documents5 / 7
Marcus Hill
91 Prairie Stone Ln, Orlando, FL
marcus.hill@example.com - (407) 555-0188
SubmittedMay 23, 2026
FinancingUnsure
Documents2 / 7
Priya Nair
6206 Westfield Ct, St. Petersburg, FL
priya.nair@example.com - (727) 555-0173
SubmittedMay 22, 2026
FinancingYes
Documents7 / 7
Draft Intake Detail
Intake IDINTAKE-2026-00041
CustomerElena Brooks
Phone/email(813) 555-0141
Address4128 Harbor Ridge Dr
Average bill$280
UtilityTampa Electric
Battery interestYes
Financing interestYes
May 24Draft intake submitted
May 24Documents received
NextConvert to lead and run calculator
Lead Pipeline by Stage
Grouped by operations stage for faster scanning; detailed status remains inside each lead.
Lead Detail Panel
Uploaded Document Checklist
Customer Intake Answers
Property typeHome
Current backupNone
Preferred contactPhone
Best timeWeekdays after 3 PM
Calculator Snapshot
Estimated System Size8.4 kW
Average Monthly Bill$280
Battery RecommendationRecommended
Saved from customer calculator.