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📦 Inventory
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📄 Client report
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📋 Transactions
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💵 Commission calc
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Agency
📊 Overview
💳 Revenue
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Client dashboards
Agency overview
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Active clients
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Monthly revenue
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Items tracked
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Low stock alerts
Revenue
Monthly recurring revenue across all clients
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Client ID (no spaces)
Business name
Contact name
Phone
Plan
Dashboard password
Industry / notes
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Total items
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Low stock
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Out on jobs
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On order
Log a movement
Pick item → action → qty → Go
Item
Action
Qty
Job address (optional)
Go
Ask inventory bot
Stock levels
Add new item
Qty
Unit
Alert at
Cost $
Generate posts
Job photo (optional but recommended)
Upload a before/after photo — Claude will write posts around the actual image
Posts — review and approve
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Job history
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Business analytics
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Active listings
Active
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Pending
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Sold this month
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Hot leads
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Lead tracker
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Transactions
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Lead bot
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Ask me about any lead, draft follow-up messages, or get pipeline suggestions.
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Hi Sarah! I am your lead assistant. Ask me to draft a follow-up text, analyze your pipeline, suggest which leads to contact today, or help with any client situation.
Commission calculator
Gross commission
$16,470
Broker cut
-$3,294
Your take-home
$13,176
GCI tracker
GCI this month
$0
GCI YTD
$0
Annual goal
0%
Commission history
No closings yet
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Client report
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