🪪 Owner view — every area manager's leads. The name tag on each lead is who it's assigned to. You oversee; the managers see only their own.
📅 Bookings
⚙️ Settings
Leads
➕ Add a lead
Your details
Area managerGerard
BusinessesRecommended Roofing · Munster Gutters
Notifications
🆕 New lead assigned
➡️ Lead moves stage
📅 Booking reminders
A payout request notifies head office (Patrick / finance) with the amount and the jobs it covers. Concept — no money moves.
Help
▶️ Take the guided tour
📖 How it works — full guide
📲 Add app to home screen
Session
🔒 Log out
📨 Activity
💬 Chats
Every lead's full history in one place — texts, emails, calls, bookings, stage moves and documents. Tap one to open the timeline.
📄 Documents
Every quotation and invoice across your leads, in one place. Tap one to open the lead or view the document.
📞 Dialer
Type any number and call it through the tracked line — your phone rings first, then connects you (the lead sees the 085 number, call recorded).
📞 Call this number
📇 Contacts
Your assigned leads — filter by business and stage. Tap one to see it and change its stage.
Your leads only. Tap one for the detail and to update its stage. 📞 Call / 💬 SMS. Read-only for now.
🔔 Notifications
Push fires on: 🆕 a new qualified lead assigned to you, ➡️ a lead moving stage, 💬 a customer reply, 📅 a booking reminder. Works installed (Add to Home Screen) or as a link.
⚙️ Live on your real leads. 📞 Call rings your phone first, then connects you to the lead on the 085 tracked number (your mobile stays hidden, call recorded). 💬 SMS / ✉️ Email send through GoHighLevel so GHL stays the system of record. A lead moves to 1st Contact only when contact is actually made. 📅 Book / ➡️ Advance still reflect in the flow.