Water Concierge
Management Access
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Water Concierge
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Management Tools
Select a module to continue
Mgmt
🗓️
Jobs Calendar
Monthly calendar view of all scheduled jobs — broken down by service type, with day-level drill-down.
Open Calendar →
Mgmt
📋
Service Checklist
Monthly service checklist — log equipment, readings, photos, and send customer reports.
Open Checklist →
Mgmt
📊
Ops Dashboard
Full operational view — job stats, revenue tracking, technician performance, and sync status.
Open Dashboard →
Mgmt
💰
Pending Estimates
Review and follow up on open estimates — track status and send reminders to customers.
View Estimates →
Mgmt
🔄
Sync Control
Manual sync triggers and status — run full or incremental syncs, view last-sync timestamps.
Open Sync →
Mgmt
🏷️
Job Classifier
Bulk-classify jobs by type — Monthly Service, Installation, Limited Use, or Service Call. Apply to all jobs per customer in one tap.
Open Classifier →
Mgmt
🔬
Rebed Analyzer
Scan Service Fusion for rebed service history across all monthly customers — identify who is due, overdue, or has never had a rebed.
Open Analyzer →
Mgmt
💰
Financial Dashboard
Revenue tracking from SF invoices — totals, paid vs outstanding, monthly trends, and top customers.
Open Finance →
Mgmt
💸
Collections
Outstanding invoice outreach — filter overdue accounts, compose and preview collection emails, send with pay links.
Open Collections →
Mgmt
📣
Campaign Manager
Create and manage targeted customer campaigns — batch estimates, email outreach, and service scheduling for rebeds and more.
Open Campaigns →
Mgmt
🗻
Route Planner
Geographic zone planning for Austin & Darien — k-means clustering, optimised stop order, and estimated mileage per day.
Open Planner →
Mgmt
🏆
Sales Scoreboard
Revenue by technician with trend vs prior period, goal progress, upsell rate, category mix, and item-level drill-down.
View Scoreboard →
Mgmt
👤
Sales Attribution
Assign credit to the right person — tag historical jobs with the sales agent who made the sale, powering the Scoreboard's "Sale Made" view.
Open Attribution →
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