Practice Management SystemsOperator Console
Leads
Incoming inquiries from the website contact form, Google local calls, and referrals. Mark hot leads, add notes, and convert to customer.
New
—
Unreviewed
Hot
—
High priority
Accepted
—
Quoted or scheduling
This Week
—
Received last 7 days
Lead Pipeline
Filter by service type: Patio · Driveway · Retaining Wall · Steps · Walkway · Other
Lead table — connect Payload CMS
form-submissions collection or a future CRM integration (Jobber, Housecall Pro, etc.).Coming Soon
Planned integrations & features
- • Website contact form → Payload
form-submissionscollection (auto-populated) - • Hot/dismissed flags with persistent server state
- • One-click convert to Customer record
- • Status filter: New / Accepted / Dismissed
- • Service-type breakdown chart