SPM Command Center User Guide

Version 3.6 · July 13, 2026

A big batch across Eagle's Nest, the calendar, the lead window, and outreach. Eagle's Nest got a top badge bar that jumps to and expands any section, collapsible Operational Overview / 13-Week Planning / Dialer / Ops & Leads sections, a new 13-Week Planning board (the 12+1 operating rhythm with the four quarterly sessions, a live sprint tracker, and Add-to-calendar), Subject + Details fields when adding Taskers and Seeds, voice dictation on all four of those fields that stays on until you tap the mic again, assignable Taskers/Seeds with an Assignee filter, an in-app attachment viewer, and an auto note to Team Comms when a Tasker is completed. The calendar now shows Dave's time-off in all three views, has a Month-view size control, auto-invites Priscilla to every event, shows the date in the appointment When line, and fixes two timezone bugs (booking a day scheduled it a day late, and clicking a day opened the wrong one). Dave now gets his own text + email reminders 24h before and at 8am the day of each appointment. The lead window's Notes tab gained a categorized Documents section, the conversation thread hyperlinks URLs and has a new AI voice assistant that drafts a text from what you say, and three AI helpers (Draft from last contact, Generate note from history, Summarize communication) now read the full local conversation history. Outreach now uses the right company name per industry (Solar Power Midwest for solar/commercial, Renovate Right 365 for windows/siding). Customers (Won stage) show in gold on the board and map, possible-duplicate intake leads are flagged, and the War Room lists your Scheduled Meetings. Email delivery moved to Resend.

Eagle's Nest: a badge nav bar at the very top (Taskers, Operational Overview, 13-Week Planning, Dialer, Ops & Leads). Click a badge to jump to that section and auto-expand it. The Taskers badge shows the active count.
Eagle's Nest: the Operational Overview, 13-Week Planning, Dialer, and Ops & Leads sections are now collapsible accordions; each remembers whether you left it open or closed.
Eagle's Nest: new 13-Week Planning section (the 12+1 operating rhythm). Shows the four quarterly strategic planning sessions with dates and week ranges, a live 'Week X of 13' progress bar and countdown to the next session, the standing agenda, a 'Copy to share with team' button, and an 'Add to calendar' button that creates all four sessions (9-11am Central, inviting Dave and Priscilla). Dates recompute automatically each year.
Eagle's Nest: when adding a Tasker or a Seed you can now enter a Subject and a separate Details body; both save to the item.
Eagle's Nest voice dictation now works on all four add fields (Tasker Subject, Tasker Details, Seed Subject, Seed Details), each with its own mic. Only one listens at a time, switching fields moves the mic, and each stays on until you tap it again instead of stopping on a pause.
Eagle's Nest: Taskers and Seeds can be assigned to a specific person. Each card has an assignee dropdown, the board has an Assignee filter (Everyone / Unassigned / a person), and promoting a Seed opens a popup to optionally assign it. Requires the 2026-07-13-executive-todos-assignee.sql migration.
Eagle's Nest: clicking a Tasker attachment now opens it in an in-app viewer modal (previews images, PDFs, video, and audio; other file types get a download button) instead of a new browser tab.
Eagle's Nest: when a Tasker is marked done, a 'Tasker completed: ' note is posted to the Team Comms chat automatically, once per completion, attributed to whoever finished it.</li> <li>Calendar reflects Dave's time-off in all three views: Month days show a gray Off/Busy chip and tint, Week columns show an Off/Busy badge and the unavailable ranges, and the Day view banners a full-day off and grays out unavailable hours. Data comes from the Availability tab's time-off blocks.</li> <li>Calendar Month view: a new size control (S / M / L, top-right) expands the week-row height and day-column width and shows more appointments per day at larger sizes. Your choice is remembered.</li> <li>Appointments now auto-invite Priscilla (priscilla@solarpowermidwest.com) as an attendee on every booked appointment and every Other event, alongside Dave and the customer.</li> <li>Appointment detail modal: the When line now shows the date (e.g. Mon, Jul 13) in front of the time.</li> <li>Fixed a booking timezone bug: booking a day scheduled it for the next day, and the picker defaulted to and allowed past days. It now anchors to Central time and disables the back arrow at today. Also fixed clicking a day in Month/Week view opening the wrong day.</li> <li>Reschedule flow: a new Enter exact time toggle lets you type any exact date and time (Central), even outside normal availability, keeping the appointment's length.</li> <li>Dave now gets his own reminders about each booked appointment, 24 hours before and at 8am Central the day of, by both text (630-605-9655) and email, each with the lead's name, time, and phone. Off until DAVE_REMINDERS_ENABLED is turned on.</li> <li>Lead window Notes tab: a Documents section with Ops-style colored category boxes (Utility bill, Contract, Proposal, ID / Ownership, Photos, Other). Click a category to upload straight into it; each shows its count in its color and the file list is color-coded. Supports images, PDFs, Office docs, and video.</li> <li>Conversation thread: URLs in text messages are now clickable links (e.g. a booking link you text), opening in a new tab.</li> <li>Conversation thread: a new AI voice assistant (mic next to Send). Tap it, say what you want (e.g. 'draft a text to Mark reminding him of our appointment'), tap to stop, and AI writes the text reply from the lead's conversation history into the composer for you to review and send.</li> <li>Draft from last contact, Generate note from history, and Summarize communication now read the full local conversation history (dashboard texts + native calls, not just GHL-synced), fixing the false 'no communication history' error.</li> <li>New Draft from last contact button in the Email a lead modal writes a short on-brand follow-up email into the Subject and Message from the lead's latest calls, texts, emails, and notes.</li> <li>Fixed meeting action-item extraction dropping every item on longer meetings (the AI response was capped too low and got cut off mid-answer). Long meetings now extract their full action-item list.</li> <li>Outreach now uses the right company name per lead industry: solar and commercial leads hear Solar Power Midwest; windows and siding leads hear Renovate Right 365. Applies to the Outreach Playbook, the automated follow-up messages, appointment reminders and confirmations, and the Draft-from-last-contact email.</li> <li>Outreach Playbook: the lead-age tabs (Day 1 ... 1 year) now sit under the Industry filter and stay frozen at the top while you scroll.</li> <li>Lead cards no longer show a redundant product tag under the colored product super tag (a Windows lead showed both a Windows super tag and a plain windows tag; now just the super tag).</li> <li>Customers (leads in the Won stage) now stand out in gold: a gold gradient card with a gold left border on the board, and gold pins/clusters on the War Map (referral-target customers get a blue ring so they still stand out).</li> <li>Duplicate-lead flagging: a new intake lead with a different email but the same phone as an earlier lead still lands as its own card, now marked with an amber 'Possible duplicate' flag. Same-email intakes still merge as before. Requires the 2026-07-13-lead-duplicate-flag.sql migration.</li> <li>Team Comms War Room: a new Scheduled Meetings section lists upcoming team meetings, the recurring Daily Alignment Meeting (10:30 AM CT daily) and the four quarterly 13-week planning sessions, each with a Join button.</li> <li>Contract generator: the Auto-fill from documents button now only reads documents in the five key contract categories (Engineering, PVWatts, Carbon Solutions, Illinois Shines/ABP, SPM Contract), ignoring uncategorized uploads.</li> <li>Email delivery moved to Resend for reliability (with the connected Gmail as a fallback). Applies to Dave's reminders, lead emails, website auto-replies, and follow-up emails; needs the Resend API key set.</li> <li>War Map: Owner pins and Parcels for DeKalb, a per-roof 'Show sun here' overlay, business badges with category icons, a one-page prospecting proposal button, the Check solar roof button, age-colored lead dots, a unified CRM legend, and label placement that only drops on real houses/businesses (with a Place anywhere override).</li> </ul> </div> <div class="release"> <h3>Version 3.5 · July 11, 2026</h3> Lead products got clearer and leads now flow in from more places. Solar is its own colored chip on the card and in the filters, and any lead with no clear product shows a red Missing Industry chip instead of quietly defaulting to Solar. Fixr and SolarReviews can now send leads straight into the dashboard, already tagged and dropped into New Lead, and known-product Fixr leads auto-enroll into the follow-up sequence the moment they arrive; a new Enroll in follow-up button lets you start that sequence by hand for any other lead. The War Map got a Label toolbar so you can drop, filter, and edit colored pins (Banger, Hot Prospect, Not Home, Renter, and more) on individual addresses, plus clickable business labels that open a research card with a one-click AI solar prospect brief and a Find businesses near here button to scan an area for commercial and ag targets. The Outreach Playbook got a sticky Industry tab bar, source-aware copy that shows Website and Fixr versions side by side when the wording differs, corrected wording (leads requested an estimate, they did not run one), and utility-aware copy that names ComEd, Ameren, or your utility automatically based on the lead's location. <ul> <li>The follow-up sequence schedules spaced call tasks, not just texts and emails: every track (Solar, Windows, Siding, Commercial) prompts three phone-call attempts on Day 0, Day 3, and Day 7. Each shows up as a Tasker in Eagle's Nest for you to make; the dashboard never auto-dials, and these calls do not count against the texting cap.</li> <li>Air Campaign has a new Social Media tab (alongside Map, Testimonials, and Referrals) with a ready-to-use SPM social media playbook built from eight growth frameworks, a jump-to menu, and Copy buttons on the message snippets. It is reference content only.</li> <li>Lead cards and list rows show a colored product chip for Solar, Windows, or Siding, alongside the existing Commercial, Agricultural, Geothermal, and Heat Pump chips. Solar is now its own chip instead of the default guess.</li> <li>A red Missing Industry chip shows on a lead with no clear product instead of defaulting it to Solar, and you can filter to these leads to classify them by hand.</li> <li>War Map: a new Label toolbar on the left lets you pick a label (a Knockbase-style set like Banger, Hot Prospect, Not Home, Renter, and more) and click the map to drop a colored, saved pin. Toggle a label's eye to filter its pins on and off, and use Edit label set to add, rename, recolor, or delete labels. Click a pin to relabel it, add a note, or delete it.</li> <li>War Map: on the Street base map, clickable business labels open a research card (name, address, phone, website, rating) with a Generate solar prospect brief button that writes an AI commercial/ag solar assessment in SPM's voice. A Find businesses near here button scans a spot on demand for best-fit commercial, industrial, and agricultural prospects and drops clickable business pins.</li> <li>Fixr and SolarReviews leads can now be delivered straight into the dashboard, already tagged with a product, landing in New Lead.</li> <li>Fixr leads with a known product auto-enroll into the follow-up sequence when they arrive; Missing Industry leads are never auto-texted.</li> <li>A new Enroll in follow-up button in the lead window's Follow-up area manually starts the automated sequence and sends the first text; it only shows when the lead is not already enrolled.</li> <li>Outreach Playbook copy is source-aware: Fixr leads get wording that says they requested an estimate, website leads get requested an energy plan, chosen automatically by where the lead came from.</li> <li>Outreach Playbook screen: a sticky Industry tab bar (All, Solar, Windows, Siding, Commercial) lets you jump between products without scrolling.</li> <li>Any playbook message that differs by source now shows the Website and Fixr versions side by side, each with its own Copy button and length check.</li> <li>Playbook copy no longer says leads ran an estimate, since they only requested one; and lower your ComEd bill is now lower your electric bill.</li> <li>Utility-aware playbook copy: messages now name the lead's actual electric utility, ComEd for northern Illinois, Ameren for central and southern Illinois, or your utility for out-of-state leads, chosen automatically from the lead's location.</li> </ul> </div> <div class="release"> <h3>Version 3.4 · July 11, 2026</h3> Lead handling and calling got sharper: mark how a lead's phone answers (Normal, Google Voice, or Answering machine) right on the card, with a synced GHL tag, and the in-call bar can now expand to a full-screen call window with a dial pad. Booking is safer and smarter: it warns when a lead has no email, in-home visits need a 2-hour runway to book (phone stays 1 hour), and customers can get an automatic confirmation text once an admin turns it on. The calendar fixes appointment popups that used to show 'Unknown', and clicking an empty day or hour now opens Book event preloaded. Eagle's Nest Taskers is now a drag-and-drop Kanban board with Group by and Sort, plus a new Seeds area for capturing raw ideas and a 'To discuss next meeting' agenda panel. The War Room debrief renames Follow-ups to Action items and adds a Seeds List the meeting AI pulls out on its own. A red Join War Room button now sits at the top of the left nav, Recent Calls show real outcomes you can quick-tag, and Dialer KPIs count Answered only for real conversations. A Communication summary AI recap button was added to the lead window and the calendar popup, and the phone app got a Call my cell toggle for calling from an iPhone without dropped calls. <ul> <li>Lead panel: a new 'How they answer' control (Normal, Google Voice, Answering machine) shows as a badge on the Kanban card and syncs as a tag to GHL.</li> <li>Book appointment now warns you when the lead has no email on file, since only Dave gets the calendar invite in that case.</li> <li>The in-call bar can expand to a full-screen call window with a big name, number, and timer, an in-call dial pad, and large Mute and Hang up buttons.</li> <li>Calendar appointment popups now correctly show the customer's name and notes (matched by lead id, GHL contact id, or a unique name match) instead of sometimes showing 'Unknown'.</li> <li>Clicking an empty day or hour on the calendar opens Book event preloaded to that time, and Day view shows a green plus on hover to invite you to add an event.</li> <li>A new Communication summary button in the lead window's Notes tab and on the calendar appointment popup writes a short AI recap of all calls, texts, emails, and notes; it only runs when you click it and stays saved until you refresh it.</li> <li>The War Room debrief renames 'Follow-ups' to 'Action items': it always shows, sits in an accent card, tags each item with a color-coded priority, and has a '+ Taskers' button to copy it into Eagle's Nest.</li> <li>The War Room debrief also shows a separate 'Seeds List' of ideas the meeting AI pulls out on its own, each with a '+ Seeds' button to plant it into Eagle's Nest.</li> <li>Eagle's Nest Taskers is now a drag-and-drop Kanban board with a Group by toggle (Status or Priority) and a Sort toggle (newest or oldest first).</li> <li>Taskers cards show a color-coded priority dot and sort by priority (high to low, then newest).</li> <li>Eagle's Nest gained a Seeds area (Solar Seeds): plant a raw idea, then Promote it into a Tasker when it's ready to act on.</li> <li>Taskers and Seeds can both carry an optional personality Label (Immediate, Urgent, Important, Fun, Circle Back) and a Category (Solar, Vision, Team, Ops), shown as chips on the card.</li> <li>A new 'To discuss next meeting' agenda panel collects anything flagged with the amber flag icon; it stays visible even when the Taskers bar is collapsed, and 'Done discussing' removes an item.</li> <li>A red 'Join War Room' button now sits at the top of the left nav (above Eagle's Nest) and in the mobile nav drawer; the top-bar SPM emblem is back to its original size.</li> <li>Recent Calls now show a real outcome per call (Talked, Voicemail, No answer, Booked); an untagged call reads 'Not logged' and you can tap the badge to quick-tag it.</li> <li>Dialer KPIs now count 'Answered' only for calls where you actually spoke with the customer, and Talk time and Avg call reflect real conversations only.</li> <li>The phone app has a 'Call my cell' toggle: turn it on and Call rings your own phone first, then connects the customer, so calls don't drop when you switch apps on your iPhone. Leave it off on a computer.</li> <li>Booking now requires a 2-hour runway before the first available in-home appointment slot; phone consultations still allow booking as soon as 1 hour out.</li> <li>Booked appointments can send an automatic confirmation text (date/time, an electric-bill tip, and a Reply YES ask); it is off by default until BOOKING_CONFIRMATION_SMS_ENABLED is turned on, and opt-outs (STOP) are always honored.</li> <li>This guide's own Jump to a section list is now grouped (Getting started, Air Raid, Ops & field, Overview & tools, Reference) and alphabetical within each group.</li> </ul> </div> <div class="release"> <h3>Version 3.3 · July 9, 2026</h3> Availability and booking became dashboard-run. You now set Dave's bookable hours (and block days or time windows) in the new Dave's availability tab, and those times drive the Book appointment window instantly; appointments are created on a connected Google calendar and automatically invite Dave and the customer, only offer times at least an hour out, and show back on the dashboard calendar. The left menu was tidied: Comms is now Team Comms, the customer text Inbox moved to Air Raid, and Tactics + Scripts + AI Caller were grouped into one Tactical Tools tab. Eagle's Nest got a collapsible Taskers bar at the top, every box is collapsible, and the KPIs and Recent Calls merged into one Dialer KPIs box. The Air Raid filters now sit behind a Filters button (collapsed by default), the Intel list can be sorted with temperature and industry tags on each card, the mobile calendar fits the screen, the dialer stays connected in the background, and refreshes are faster. <ul> <li>New Dave's availability tab (in Sniper Scheduler): set weekly hours, block whole days (a date range), or block a labeled time window on a day. It is the single source of truth and edits reflect in booking instantly.</li> <li>Appointments now book onto a connected Google calendar (an admin connects it once from Connect Google Calendar) and appear back on the dashboard calendar. Time off you set also mirrors to that Google calendar.</li> <li>Every sales appointment automatically invites Dave (dave@solarpowermidwest.com) and, when the lead has an email, the customer - both receive the calendar invite.</li> <li>Booking only offers real, future times: past times and anything within the next hour are hidden, and times can't run past Dave's closing time.</li> <li>Left menu tidy-up: Comms is now Team Comms; the customer text Inbox moved from Team Comms to the Air Raid page; and Tactics, Scripts, and AI Caller are grouped into one Air Raid tab called Tactical Tools.</li> <li>Air Raid: the Targets view opens on Board, and the search box, filters, dialer-queue bar, and legend now sit behind a Filters button, collapsed by default so the board fills the screen.</li> <li>Eagle's Nest: your Taskers to-do list is a collapsible bar pinned to the top; every box (Dialer KPIs, Ops status, Air Raid status) is collapsible; and the setter KPIs and Recent Calls were combined into one Dialer KPIs box (renamed from Recon KPIs).</li> <li>Intel list: sort by name A-Z or Z-A, most recent, oldest, temperature, or industry, and each lead card shows temperature (Hot/Warm/Cold) and industry (Residential/Commercial/Agricultural) tags.</li> <li>Two-way texting from the SPM number: send and receive texts in the dashboard (mirrored to GHL, STOP honored); the message icon on a lead opens the Conversations tab, and non-lead texts collect in an Inbox.</li> <li>Incoming calls to the SPM number forward to your cell, record automatically, and log to Recent Calls; when you answer a forwarded call you first hear a short 'Dashboard call' announcement so you know it came through the dashboard.</li> <li>Recent Calls: rows expand in place to the recording, AI summary, and transcript; a bold red 'Recording captured' badge marks recorded calls; and the collapsed row shows the call result. Answered now means a real conversation (voicemails don't count) and Qualified means you completed the conversation (a DQ counts too).</li> <li>Lead cards flag attention: a red badge for an unread text and an amber badge for a missed call.</li> <li>Editing customer info now only sends the fields you changed, so an unrelated edit (like the address) no longer fails on a duplicate phone/email.</li> <li>The dialer stays connected in the background (its calling token refreshes on its own), fixing calls that used to fail after about an hour of the tab sitting open.</li> <li>Moving a lead card between stages no longer changes its 'last touched' time - only a real text, call, or email does.</li> <li>The SOP guide's Jump to list wraps to fit and is collapsible (collapsed by default), the calendar has subtle hover and glow effects, and the whole command center refreshes faster.</li> </ul> </div> <div class="release"> <h3>Version 3.2 · July 6, 2026</h3> Air Raid became a full calling hub. It now has five sub-tabs: Targets, Tactics, KPI, Dialer, and AI Caller. The Dialer is a phone app (Favorites, Recents, Contacts, Keypad, Voicemail), and Voicemail is now fully working: a real inbound call pops a global incoming-call alert on any page (Answer, Send to voicemail, or Ignore) that shows the matched lead, and unanswered calls land in Voicemail as a recording with an automatic transcript and an unread badge. A KPI scoreboard tracks the Dials to Answered to Qualified to Booked funnel, two new call outcomes (Qualified and DQ) were added, and Eagle's Nest gained a Recon KPIs box and a Recent Calls log. The AI Caller can place a safe test call. The whole dashboard now defaults to dark mode, Ops gained a Job Type column and drag-to-reorder columns, and the Recruit Demo walkthrough is now a 10-step lead-to-close-to-SREC money path. <ul> <li>Air Raid now has five sub-tabs: Targets, Tactics, KPI, Dialer, and AI Caller.</li> <li>Dialer is a phone app with five bottom tabs (Favorites, Recents, Contacts, Keypad, Voicemail); it always opens on Keypad. Place calls from the Keypad with Mute, Hangup, and DTMF; typing-suggestions float over the keys; backspace deletes one digit (hold to clear); Recents show an incoming vs outgoing arrow.</li> <li>Recording is toggled by a round REC button. Instead of an automated message to the customer, a short private reminder plays to the rep to say out loud that the call is being recorded (Illinois all-party consent).</li> <li>Voicemail is fully working: a real inbound call pops a global incoming-call alert on ANY page with the matched lead's details and three choices (Answer, Send to voicemail, Ignore). Unanswered calls land in the Voicemail tab as a recording with an automatic transcript and an unread badge.</li> <li>Two new call outcomes: Qualified and DQ. Qualified advances the lead's stage like Booked; DQ does not.</li> <li>Air Raid KPI tab: a setter scoreboard with the Dials to Answered to Qualified to Booked funnel, conversion rates, outcomes and effort, a Today/Week/Month/All toggle, and a masked Recent Calls log.</li> <li>Air Raid AI Caller tab: a Send a test call panel dials only a number you type; real-lead batches stay locked until enabled on the server.</li> <li>Eagle's Nest: a Recon KPIs box (this week's dials, answered, qualified, booked plus rates) and a Recent Calls log with masked numbers.</li> <li>The whole dashboard now defaults to dark mode; switch to light with the top-bar toggle and your choice is remembered. Nav icons do a small hover pop, and the top-bar refresh is a smooth in-app refresh.</li> <li>Ops customer list: a new Job Type column (Roof Mount, Ground Mount, or Both) and you can drag a column header to reorder columns (a plain click still sorts).</li> <li>Recruit Demo (guest/demo view): now a 10-step lead-to-close-to-SREC money path, adding a one-click contract slide, a full-lifecycle tracker slide, and an editable Illinois SREC calculator using the real current Illinois Shines block price.</li> </ul> </div> <div class="release"> <h3>Version 3.1 · July 5, 2026</h3> The dashboard is now the SPM Command Center, with a war-themed makeover. Pages were renamed with new tactical icons: Eagle's Nest (was Executive Overview), Air Raid (Virtual Leads), Comms (Team Comms), Sniper Scheduler (Calendar), Recon (Canvassing), Air Campaign (Marketing), and Armory (Parts). Sub-tabs and screens got matching names (War Room for recorded meetings, Ground War, KPI, Wins, War Map, HVT, Tactical, Intel Capture, Targets/Tactics, Intel and SOP). Under the hood, recorded meetings now transcribe and post a recap automatically with no manual click, each meeting gets an auto subtitle and permanent Ask-this-meeting Q&A, calendar view-switching is instant, chat shows PDF/DOC file badges over an animated backdrop, notification badges are more prominent, and Ops customer actions moved into a Toolkit column. <ul> <li>Renamed throughout: the app is the SPM Command Center. Left menu: Executive Overview to Eagle's Nest, Virtual Leads to Air Raid, Team Comms to Comms, Calendar to Sniper Scheduler, Canvassing to Recon, Marketing to Air Campaign, Parts to Armory (Ops and Recruit Demo unchanged), each with a new tactical icon.</li> <li>Renamed sub-tabs: Eagle's Nest has Overview / Intel / SOP; Air Raid has Targets and Tactics; Comms has Comms and War Room; Recon has Ground War (with KPI, Wins, Lead Intake, War Map, HVT, Tactical, Import Intel) and Intel Capture; recorded meetings are the War Room (its recap opens as the War Room Debrief).</li> <li>War Room (meetings): recordings now transcribe and post a recap automatically after they end (no manual click); Retry reliably re-pulls from Zoom; each meeting shows an auto one-line subtitle under a larger title; Ask-this-meeting questions and answers save permanently with a delete button; clicking a meeting card opens its War Room Debrief.</li> <li>Comms (chat): file attachments show a colored type badge (red PDF, blue DOC) in a tighter bubble, Word docs preview inline, and voice notes and their summaries no longer get cut off on mobile; the background has a drifting SPM emblem plus subtle particles that react to your cursor.</li> <li>Sniper Scheduler (calendar): switching Month / Week / Day is now instant with a smooth fade.</li> <li>Look and feel: subtle glow accents across active tabs, cards, and key buttons; notification count badges are more prominent (gradient, ring, and glow).</li> <li>Ops: each customer row's action buttons now live in their own Toolkit column.</li> </ul> </div> <div class="release"> <h3>Version 3.0 · July 5, 2026</h3> Meetings are now transcribed by AssemblyAI in the background (long meetings no longer fail), with real speaker names, an editable Summary format, and a search box. The Generate contract window is stricter and smarter: 'TO CONFIRM' placeholders are treated as blank, every field must be filled or excluded before you can generate, and each field has an Exclude toggle that prints N/A in the contract. Word (.docx) attachments now preview inline in Team Comms, the left sidebar follows light/dark mode with subtle glow accents, and Team Comms got iMessage-style polish. <ul> <li>Meetings - every recording is transcribed automatically by AssemblyAI in the background, so long meetings no longer time out or fail; speakers are labeled with their real names, Claude then writes the summary, and a recap posts to the chat.</li> <li>Meetings - a Summary format box lets you edit how the AI writes the recap (your format is remembered for future meetings), and a search box finds a past meeting by topic or by words spoken in it.</li> <li>Ops Generate a contract - any auto-filled value that reads 'TO CONFIRM' is now treated as blank and flagged 'needs input', so a placeholder never rides into the contract.</li> <li>Ops Generate a contract - each field has an Exclude toggle: excluding a field that doesn't apply (for example Trenching on a roof mount) leaves it out of the required-fields check and prints N/A in the final contract.</li> <li>Ops Generate a contract - the Generate contract button stays greyed out until 100% of fields have input (filled in or excluded), so a contract can't be generated with blanks.</li> <li>Team Comms - Word documents (.docx) now preview inline in the in-app file viewer, rendered privately in your browser, just like images and PDFs; other file types still show a download card.</li> <li>Team Comms - iMessage-style polish: consecutive messages from the same person are grouped, a glass reply/react toolbar, a fade at the top of the thread, and on mobile you long-press a message to reveal its actions, with more prominent Save-to-Ops and Download buttons.</li> <li>Appearance - the left navigation sidebar now follows light or dark mode (it used to be always dark), and subtle glow accents highlight the selected tab, the SPM logo, and cards when you hover them.</li> </ul> </div> <div class="release"> <h3>Version 2.9 · July 5, 2026</h3> Generate the SPM solar agreement PDF right from a customer in Ops, now with an 'Auto-fill from documents' button that reads a customer's uploaded files and fills in the contract fields for you. Your entries save as a draft until you generate, still-missing fields are highlighted, and contract history clearly marks the Current version with Sent / Signed / Void statuses (signed locks). On Virtual Leads, the duplicate Commercial and Agricultural filter chips were removed. <ul> <li>Ops - Generate a contract: a pen-and-paper icon in each customer's Ops row (and a Generate contract button in the customer drawer) opens a contract window that produces the SPM solar agreement PDF. It auto-fills what it can from the customer record.</li> <li>Ops - Auto-fill from documents: click it and the AI reads all of that customer's uploaded documents and fills in the contract's remaining fields, each with a 'from: [document]' note. It only fills blank fields (never types over your entries) and flags conflicts for you to pick.</li> <li>Ops - Contract drafts and highlighting: everything you enter or auto-fill is saved as a draft until you generate the contract, so you can close and come back without losing work. Still-empty fields are highlighted in amber with a counter, and a Clear all fields button starts over.</li> <li>Ops - Contract version control: choose New revision or New contract when generating. Contract history marks the live version Current, and you can mark a version Sent, Signed, or Void; a Signed version locks and can't be changed.</li> <li>Virtual Leads - the duplicate Commercial and Agricultural filter chips were removed. Those two now appear only in the Residential / Commercial / Agricultural category group; the product chip row is Windows, Siding, Geothermal, and Heat Pump. (Cards still show Commercial and Agricultural product pills.)</li> </ul> </div> <div class="release"> <h3>Version 2.8 · July 4, 2026</h3> A power dialer and one-click filter chips on Virtual Leads, a big Ops upgrade (segmented eight-color progress bars, pinned customers, a portfolio donut beside a half-width map, Install and Inspection status tracks, color-coded document upload boxes with version labels, and checklist document attachments), an 'Ask this meeting' box on Meetings, a distributor map in Parts, and every map is now a smooth 3D globe with a Street / Satellite / Hybrid switcher. In Canvassing, Salesperson is renamed Scoreboard, Territories city cards explain their score, and Commercial prospect cards get Call / Text / Email buttons. <ul> <li>Virtual Leads power dialer: use the power-dialer bar on the Board (or row checkboxes in the List) to tag a chosen set of leads as the GHL dialer queue. Leads with no phone, marked DNC, or in a do-not-contact stage are skipped automatically, with a summary of what was queued and skipped. A Clear queue button removes the tag.</li> <li>Virtual Leads filter chips: one-click product chips (Windows, Siding, Agricultural, Geothermal, Heat Pump - super-tags that roll up the GHL service tags, shown as colored pills on cards), an indigo Commercial chip (view-only), Hot / Warm / Cold quality chips, and Residential / Commercial / Agricultural category chips. Chips also narrow what 'Send matching to dialer' queues, so you can build a hot-only or category-specific call list. 'Clear filters' resets them all.</li> <li>Ops list: the progress column is now segmented into the eight lifecycle milestones (IL Shines, Part I, Part II, Interconnection, Permit, Engineering, PTO, SREC), each in its own color - faded while in flight, red when blocked - and you can hover a segment for its status. A pin icon next to the documents icon pins a customer to the top of the list.</li> <li>Ops map: the map now takes the left half, and an animated portfolio donut sits on the right - toggle it to slice your customers by Stage, Type, or Safe Harbor.</li> <li>Ops customer drawer: the Overview tab gets a larger segmented lifecycle progress bar (same eight milestones, hover a segment for detail). The Lifecycle tab adds two physical-work tracks separate from paperwork: Install (Not scheduled / Scheduled / In progress / Installed / Blocked) and Inspection (Not scheduled / Scheduled / Passed / Failed / Re-inspection needed), both shown as color-coded chips in the At a glance row.</li> <li>Ops documents: the 5 key categories (Engineering, PVWatts, Carbon Solutions, Illinois Shines, SPM Contract) are color-coded, each with its own drag-and-drop upload box and full labels with their other names (Engineering = Podio / Plan Set, Illinois Shines = ABP / Disclosure). File links and the list-view document dots match the colors, the contract and disclosure show signed / unsigned, and the PVWatts box shows the annual kWh read from the document. Engineering plan sets and change orders get an editable version label (like 'V5' or 'CO2') plus a new Change order document type.</li> <li>Ops checklist: each Safe Harbor checklist item can attach one of the customer's uploaded documents ('+ attach' dropdown, clickable file link, detach button). Upload the file in the Documents tab first.</li> <li>Meetings: an 'Ask this meeting' box on every meeting card with a transcript - type or speak a question and the AI answers using only that meeting's transcript, with the questions and answers kept as a Q&A list on the card.</li> <li>Canvassing: the Salesperson tab is renamed Scoreboard. Territories city cards get a 'Why this score' accordion that explains every part of the score with links to the sources (NREL PVWatts, Illinois Shines, ComEd net metering, NOAA Storm Events). On the Commercial page, the Anchor targets and Prospect list sections are collapsible and each prospect card shows phone and email with one-tap Call / Text / Email buttons.</li> <li>Parts Sourcing: a new Illinois distributor map with category-colored pins - click a distributor card to pan the map and open a contact popup (name, address, phone, email) with Call / Text / Email buttons. National channels with no Illinois branch are listed separately.</li> <li>Every map in the dashboard is now a smooth 3D globe (MapLibre replaced Leaflet): zooming is continuous instead of stepped, and a Street / Satellite / Hybrid pill switcher sits on the map. Pins, popups, the county permit-difficulty shading, clustering, fullscreen, and drag-to-resize all work the same.</li> </ul> </div> <div class="release"> <h3>Version 2.7 · July 4, 2026</h3> A big Ops overhaul. Ops is now one screen with a single bar - List, Permit Scoring, and Parts - and a collapsible map on top of every view that shades counties by permit difficulty and drops a pin for every customer (click a pin to open the customer, click a county to jump to Permit Scoring). The list gets a leftmost progress bar, a documents icon by each name, resizable columns, adjustable row height, and larger text. The customer drawer is resizable (and stops at the left menu). ITC Docs and Reports were removed; the Kanban board, the overview pie chart, and the 'Compare sources' button are gone. Executive Overview gains an AI 'Ops status' summary. Every map now offers Street / Satellite / Hybrid. The Field Tool gets a one-tap mobile record button and a one-button leaderboard clear. Parts shows a horizontal photo carousel instead of the treemap. <ul> <li>Ops is a single screen with one bar: List (the tracker), Permit Scoring, and Parts. The old ITC Docs and Reports views, the Kanban 'Board' view, the Documents view, the Lifecycle grid, the 'where projects are stacking up' pie chart, the colored summary tiles, and the 'Needs attention' filter were all removed.</li> <li>Ops map: a collapsible map sits above every Ops view. It shades Illinois counties by permit difficulty (green/orange/red) and shows a pin for every customer. Click a pin to open that customer; click a county to jump to Permit Scoring and expand that county's card.</li> <li>Ops list: the leftmost column is a per-project progress bar; a documents icon before each customer name opens that customer's documents; columns are resizable (drag the header edge); row height is adjustable (a slider for all rows, or drag one row's bottom edge); and the table text is larger and easier to read.</li> <li>Customer detail drawer: drag its left edge to resize it (it stops at the left menu so the nav stays visible, and remembers the width). The 'Compare sources' button was removed because Extract all already flags discrepancies.</li> <li>Every map (Ops, Marketing, Canvassing) now offers Street, Satellite, and Hybrid views (as of 2.8 these run on the new 3D globe). The Marketing and Canvassing maps also load faster (they build only when first opened).</li> <li>Executive Overview: a new 'Ops status' card gives an AI summary of every active project - overall health, the biggest bottlenecks by name, and highlighted action items - with a Refresh button.</li> <li>Field Tool: on a phone the left menu has a big red circle record button that opens the Field Tool and starts recording in one tap. A single 'Clear leaderboard & activity' button wipes the leaderboard and recent activity (with a confirm).</li> <li>Parts Sourcing: the parts overview is now a horizontal, scrollable photo carousel of every part; give a part a picture with its new Photo (image URL) field. The 'Guide PDF' button was removed from the left sidebar (the guide still lives under Executive Overview > Guide).</li> </ul> </div> <div class="release"> <h3>Version 2.6 · July 2, 2026</h3> A big tidy-up plus a Zoom meetings integration. The left menu is shorter: several tabs are now sub-tabs of where they belong (Team Comms holds Messages + Meetings, Virtual Leads holds Leads + Playbook, Executive Overview holds Overview + Notes + Guide, Ops holds Ops + Permit Scoring, Canvassing holds the Field Tool). Recorded Zoom exec meetings flow in automatically with transcript, AI summary, in-app video playback, and archive. Ops gains a Files tab, a PVWatts-by-array and additional-meters structure, drag-and-drop uploads, delete-customer, and smarter AI extraction that flags redundant values. <ul> <li>Left menu shortened: 'Team Messages' is now 'Team Comms' (Messages + Meetings sub-tabs); 'Pipeline' is 'Virtual Leads' (Leads + Playbook); 'Market Domination' is 'Canvassing' (now also holds the Field Tool and Import Notes); Executive Overview holds Overview + Notes + Guide; Ops holds Ops + Permit Scoring. The standalone Permit Scoring, Notes, Outreach Playbook, Field Tool, Meetings, and SOP menu items were removed - the guide is now under Executive Overview > Guide, with a Guide PDF download still in the sidebar.</li> <li>Meetings (in Team Comms): recorded Zoom executive meetings appear automatically with the transcript, an AI summary, and follow-up action items, and a recap posts into the team chat. Play the recording inside the dashboard, open it in Zoom, or archive it (with a Show archived view). A Refresh button and live updates keep the list current.</li> <li>Team Comms chat: attach more than one file or image at once, and tap an image to open it full-size in an in-app viewer instead of a new browser tab.</li> <li>Ops Tracker: a new Files view (next to List and Board) - a searchable, collapsible list of every customer to upload and manage their documents. Documents support drag-and-drop, pasting a screenshot, and multi-file upload, both here and in the customer panel.</li> <li>Ops documents: fixed uploads so they always appear in the list (including files tagged Unspecified). Added PVWatts and Carbon Solutions as sources. A read-only DC:AC Ratio column was added to the Tracker.</li> <li>Ops customer panel: Add customer opens the new record's panel immediately and shows errors; the Danger zone has a Delete customer action. The System tab adds 'Arrays (PVWatts by array)' with an auto-summed total and 'Additional meters / systems' - each extra electric meter is its own Illinois Shines / ABP system with its own milestones, interconnection, meter/account, and arrays.</li> <li>Ops AI extraction: values that match what's already saved are flagged 'Same as current' or 'Similar to current' (understanding number formatting and address abbreviations) and left unchecked so you don't re-apply the same value. 'Annual production' and 'PVWatts production' are merged into one field.</li> <li>Executive Overview to-dos: edit a to-do's title and details after posting, and set each to Open / In process / Completed with a colored status pill.</li> <li>Login screen shows SPM's green-to-orange-to-blue gradient solar emblem.</li> </ul> </div> <div class="release"> <h3>Version 2.5 · July 1, 2026</h3> Two new tabs (Parts Sourcing and Executive Overview), a smarter Team Messages chat that auto-transcribes voice notes and can research action items with AI, a faster territory map with clustered and color-coded customer pins, real-data-only Market Domination with demo isolation, and Ops search. The version history in this guide is now a collapsible accordion. <ul> <li>Parts Sourcing: a new left-nav tab - an editable directory of materials organized by industry, then category, then subcategory, each with supplier, part number, and link. Add, edit, remove, search, and filter by industry; click 'Load starter parts' once to seed. Includes a 'Suggested distributors' reference panel with a rationale for each supplier.</li> <li>Executive Overview: a new tab at the top of the left menu - a shared team to-do list and knowledge log. Add and check off tasks, keep research findings with full details, and remove items.</li> <li>Team Messages: very long messages now collapse to about six lines with Show more / Show less; you can unsend your own message (it shows 'You unsent a message'); and voice notes now transcribe and get an AI summary automatically, with only 'Implement' as a button.</li> <li>Team Messages: when an action item can't be done inside the dashboard, a 'Research with AI' button looks it up, posts a summary in the chat, and proposes how to act on it - with Approve (saves it to Executive Overview) and Disapprove buttons.</li> <li>Market Domination: the Territories map now plots your existing customers as house pins colored by type (purple = commercial, green = residential), groups nearby pins into cluster bubbles for smooth panning and zooming, and marks the single hottest lead with an always-visible badge. Click 'Sync map pins' to load customers.</li> <li>Market Domination: sample data is now demo-only. The real dashboard shows live tabs (Territories, Commercial, Playbook) with Door Knocker and Salesperson present but zeroed out until data connects; the demo shows sample tabs and fictional map pins with no real customer data.</li> <li>Market Domination Commercial: existing customers are kept out of the cold-call targeting list and instead appear in an 'Existing commercial & ag customers' panel that doubles as a referral engine and look-alike profile.</li> <li>Ops Tracker: a search box filters the List and Board by name, address, type, utility, or account number, with a clear button and an 'X of Y' count.</li> <li>Pipeline: the list view now uses the same color coding as the Kanban board (left border for time since last touch, dot for lead age) with a legend. Primary buttons and card surfaces across the dashboard also use a subtle gradient in light and dark mode.</li> <li>This guide's 'What's new' section now shows only the latest version by default; click 'Earlier versions' to expand the full history.</li> </ul> </div> <div class="release"> <h3>Version 2.4 · July 1, 2026</h3> Market Domination gains a Commercial targeting tab, the Ops Tracker gets a drag-and-drop Board view, the customer drawer is reorganized into tabs with per-checklist-item owners and due dates, notes flow in from GHL, and every nav tab shows live notification counts. <ul> <li>Market Domination: a new Commercial tab with the DeKalb commercial/ag prospect research (51 verified prospects) - hot/warm/cold tiles, top-targets-to-call-first cards, a searchable + sortable table with expandable detail (product fit, signal, notes, contacts, sources), and a Playbook & guardrails panel.</li> <li>Left nav: each relevant tab now shows a live red notification count - Pipeline (new leads), Calendar (today's appointments), Team Messages (unread since your last visit), and Ops (customers needing attention); the Ops Urgent and ITC Docs sub-tabs show counts too.</li> <li>Ops Tracker: a List / Board toggle. The Board is a Kanban view - drag a customer card between lifecycle stages, and choose which stage to group by (Illinois Shines / Permit / Interconnection / Engineering).</li> <li>Ops customer drawer: reorganized from one long scroll into tabs (Overview / Customer / System / Lifecycle / SREC $ / Checklist / Documents), with an at-a-glance Overview, a small 'Saved' confirmation on each edit, and close-by-Esc/X (clicking outside no longer closes it).</li> <li>Ops checklist: every Safe Harbor / ITC item now has an owner and a due date, so each piece of paperwork has an accountable person and a deadline.</li> <li>Notes: Import Notes now accepts a CSV file upload (plus an optional customer-export upload that resolves same-surname matches by street address), and a new 'Sync from GHL' button on the Notes screen pulls every customer's GHL notes into the dashboard.</li> <li>Ops: source pills, document dates with newest-wins reconciliation, and per-customer clear-data (shipped in the prior batch) remain available in the Documents tab and drawer.</li> </ul> </div> <div class="release"> <h3>Version 2.3 · June 30, 2026</h3> The Ops command center is now documented end to end, with a premium UI refresh and document intelligence: source-tagged uploads, AI Extract Data, cross-source comparison with recency, per-field source pills, and per-customer clear-data. <ul> <li>Ops: a visual refresh to match Market Domination - portfolio KPI tiles (active projects, Safe Harbor ready, needs attention, installs scheduled), a segmented tab bar, a sortable Tracker (click any column), a collapsible ITC Docs checklist with progress bars, and a sortable Lifecycle grid with a color key.</li> <li>Ops: each customer's Safe Harbor file accepts document uploads (typed and tagged by source: Podio, Builder Prime, or Illinois Shines) straight to secure storage up to 20 MB, plus a Paste text option you can save to the customer.</li> <li>Ops: Extract Data (formerly 'Interpret with AI') reads a document or pasted text and proposes customer values for you to review and approve before anything saves.</li> <li>Ops: Compare sources reads each source's documents and shows a side-by-side table; disagreements turn red, and when documents are dated the most recent one becomes the source of truth (green) that you can accept in one click.</li> <li>Ops: accepted values now carry a colored source pill (green Podio, orange Builder Prime, yellow Illinois Shines) and the document's date; typing over a field by hand clears its pill.</li> <li>Ops: new audit fields on every customer - contract amount, exact next step, what's blocking, and what changed.</li> <li>Ops: a Danger zone in the Details drawer to Clear data (keep the customer and documents) or Clear data + documents (also delete files and pasted text), both confirm-gated.</li> </ul> </div> <div class="release"> <h3>Version 2.2 · June 29, 2026</h3> Territory map customer + prospect pins (rich popups, delete, open in Pipeline/Ops), the Market Domination sub-view redesigns, and Dave's full Safe Harbor checklist on every Ops customer. <ul> <li>Territory map: every closed customer (green house) and every pipeline prospect is now pinned. Prospect color follows the pipeline stage - new leads are cold (blue), leads being worked are warm (orange), and later stages are hot (red), with the single hottest badged HOT LEAD.</li> <li>Territory map: click any pin to see the full name, address, phone (tap to call), and email (tap to send); lead pins also show when they became a lead and when they were last touched. Each pin has a Delete option, plus Open in Pipeline (leads) or Open in Ops (customers).</li> <li>Territory map: the Sync map pins button now geocodes both leads and customers, runs much faster (parallel, larger batches), auto-loops until everything is pinned in one click, and backfills addresses on existing pins.</li> <li>Market Domination: the Door Knocker view has gradient KPI tiles, an animated conversion funnel, and bar charts; Salesperson is a sortable leaderboard with rank medals; Lead Intake has a KPI summary plus clickable status filters; the Playbook has colored lead tiers and an interactive scorecard; Territories cards show visual stat tiles and opportunity pills.</li> <li>Lead modal: a Texts tab shows the customer's real SMS and call history (the separate Text modal still handles sending and call analysis).</li> <li>Ops command center: every customer now has Dave's full Safe Harbor checklist (24 grouped items: contract and deposit, Illinois Shines, utility and permit, engineering and equipment, documents, ITC) in the customer Details drawer and the ITC Docs tab.</li> <li>Ops command center: Dave's five Safe Harbor projects (Stevenson, Havener, Bakley, Honiotes, Conro) are loaded and pinned, with Honiotes carrying its confirmed equipment and open questions.</li> <li>Branding: the real SPM emblem now appears in the top bar (dark in light mode, white in dark mode) and the left nav panel (white).</li> </ul> </div> <div class="release"> <h3>Version 2.1 · June 29, 2026</h3> Ops command center (Phase 1), pipeline lead management (stage switch, archive, delete), auto-advance on contact, territory lead/review pins, and branding + readability polish. <ul> <li>Ops tab: a command-center upgrade. Each customer now has a Details drawer with utility, equipment, and production fields, plus a Safe Harbor alignment card that compares Illinois ABP, the Builder Prime contract, and Podio/GRWE engineering. The Honiotes project is loaded as the model record.</li> <li>Ops tab: an automatic alert engine flags customer name mismatches, missing account/meter numbers, no next-step owner, and incomplete or unconfirmed Safe Harbor alignment. A new Urgent / Missing tab lists every flagged customer (with a live count) and the tracker shows a colored dot on rows that need attention.</li> <li>Pipeline: open a lead and use the new Pipeline Stage dropdown to move it to any stage (syncs to GHL). On phones and iPads this is how you move leads (drag-and-drop is desktop-only there).</li> <li>Pipeline: a trash icon on each Kanban card archives the lead (hides it from the board but keeps the data); the lead modal has a Delete lead option to remove it entirely.</li> <li>Pipeline: a new lead is automatically moved to Attempting Contact when it is texted or emailed (from the dashboard or your GHL automation).</li> <li>Pipeline: dragging a card no longer makes it disappear when crossing columns, and columns no longer scroll sideways.</li> <li>Territory map: a heart pin for every customer who left a review (click to read it), plus a color-coded pin for every pipeline lead with the single hottest one badged HOT LEAD. Permit difficulty is now shaded over real county boundaries.</li> <li>Outreach Playbook: a cleaner, more readable layout with channel icons, color accents, and a clear Why note on each message.</li> <li>Branding: the real SPM emblem now sits in the top bar and adapts to light and dark mode.</li> <li>Notes: the Sample analysis opens a full in-person door-knock conversation with its AI summary and deep-dive. Voice-note audio has a playback-speed control and a download button.</li> <li>Calendar: today's date is highlighted so the current day is obvious.</li> <li>Demo: a View demo option lets you enter the sample-data demo while logged in, without exposing real customer data.</li> </ul> </div> <div class="release"> <h3>Version 2.0 · June 29, 2026</h3> Logins (email/password + guest demo), notifications, a full Team Messages upgrade with AI voice notes, the Marketing tab, and a native mobile-app experience. <ul> <li>Sign in with email and password (in addition to Google). Admins can create teammate logins at /admin.</li> <li>Continue as guest: a demo version of the dashboard that runs entirely on sample data and never shows real customer info.</li> <li>Notification bell in the top bar with a live unread badge, plus push notifications to your phone (even when the app is closed) once enabled.</li> <li>Team Messages (renamed from Messages): file and document attachments, voice notes, and per-message timestamps, styled like iMessage.</li> <li>Voice notes get an AI transcript, a short summary, and extracted action items. An Implement button applies the internal action items (note/tag) to the matched customer; a custom audio player replaces the old controls.</li> <li>Ops tab: new Import Notes sub-tab to match door-knock notes to GHL customers and upload them.</li> <li>Calendar: the appointment popup now shows the customer's phone, email, address, and notes.</li> <li>New Marketing tab: maps your customers by address, flags referral targets and reviews, and a Testimonials view that pulls Facebook testimonial videos and matches them to customers.</li> <li>Territory map: Street/Satellite toggle, a full-screen button, and colored permit-difficulty zones (green/orange/red) around each territory.</li> <li>Field Tool: a premium redesign plus a team leaderboard (booking streaks and achievement badges) and a celebratory team alert when an appointment is booked.</li> <li>Mobile/app polish: install to your home screen as a full-screen app with the SPM icon, a hamburger menu, a pinned top bar, smooth screen transitions, the native iPhone font, and safe-area handling so nothing is hidden by the notch.</li> </ul> </div> <div class="release"> <h3>Version 1.9 · June 29, 2026</h3> Market Domination tab, Field Tool tab, standalone /field mobile page, and Notes sample analysis button. <ul> <li>New Market Domination tab: a door-knocker command center with five sub-views (Door Knocker KPIs, Salesperson scorecard, Lead Intake pipeline, Territories map, Playbook). Runs on sample data for presentation; live data is not wired yet.</li> <li>New Field Tool tab in the sidebar: a dedicated in-dashboard entry point for the /field mobile door-knocker experience.</li> <li>Standalone /field mobile page: record a voice memo, the app fills lead details, confirm, pick a calendar slot, book. Creates the GHL contact and appointment and tags it appointment-booked.</li> <li>Notes tab: new Sample analysis button opens a pre-built AI Deep Analysis report so the feature can be demonstrated without a real recorded call.</li> </ul> </div> <div class="release"> <h3>Version 1.8 · June 28, 2026</h3> Field knock tool, Recruit Demo, calendar appointment types, pipeline sync cleanup, and Kanban polish. <ul> <li>New /field mobile tool: door knockers tap New Knock, record a voice memo, the app fills in lead details, the rep confirms them, picks a real open calendar slot, and books. Creates the GHL contact, books the appointment, and tags it appointment-booked so GHL workflows fire. Installable to the phone home screen.</li> <li>New Recruit Demo screen (sidebar): a guided, click-through walkthrough showing a prospective door knocker the full journey from knock to close, ending in an editable earnings comparison. Runs on sample data so it is safe to show outside the company.</li> <li>Calendar: appointments now have a Phone (yellow) or In-person (green) type. In-person reserves a 2-hour buffer; Phone reserves a 1-hour buffer so those times cannot be double-booked. The booking modal has a type toggle.</li> <li>Pipeline stages now match GHL exactly: a stage deleted in GHL is removed from the dashboard on the next sync instead of lingering as a ghost column.</li> <li>Kanban drag-and-drop fixed: cards can now be dragged onto columns that appeared after a Sync from GHL. A toast warns if a column is out of sync instead of silently doing nothing.</li> <li>Kanban polish: columns no longer show a stray horizontal scrollbar, and long lead names now truncate cleanly inside the card.</li> </ul> </div> <div class="release"> <h3>Version 1.7 · June 25, 2026</h3> AI call coaching, note generation, a new call player, and background syncing. <ul> <li>Deep analysis: each recorded call has a Deep analysis button that opens an AI coaching report (overall score, talk ratio, call psychology, what worked, what to fix, an NEPQ scorecard, a Hormozi view, and suggested rewrites).</li> <li>Generate from history: the Notes tab can draft a note from everything (texts, calls, transcripts, existing notes) for you to review and save.</li> <li>New call player: recorded calls now have play/pause, a scrubber, a 1x/1.5x/2x speed button, mute, download, and an info button that opens a Call details popup.</li> <li>The lead window tab is renamed Team chat (the private team thread). To text or call the client, use the Text button.</li> <li>Regenerate aerial view: add an address with Edit info, then click Regenerate on the photo box to load the satellite image.</li> <li>Zoom slider on the board to fit more columns on screen.</li> <li>Brand new leads read 'added Xh ago' until they are actually worked, then switch to 'touched Xh ago'.</li> </ul> </div> <div class="release"> <h3>Version 1.6 · June 25, 2026</h3> One-click Sync from GHL button on the board. <ul> <li>Added a Sync from GHL button at the top right of the board toolbar that pulls the latest pipeline stages from GHL and updates the columns in place.</li> <li>Syncing stages no longer requires opening the Add column popup first.</li> </ul> </div> <div class="release"> <h3>Version 1.5 · June 25, 2026</h3> Call length and a transcript expander. <ul> <li>Each recorded call now shows how long it was.</li> <li>The full transcript opens from a Show transcript expander right below the recording.</li> </ul> </div> <div class="release"> <h3>Version 1.4 · June 25, 2026</h3> Call recordings and AI call summaries. <ul> <li>Phone calls now show in a lead's Conversation alongside texts, with a built in audio player for recorded calls.</li> <li>Click Summarize call to transcribe the call and get a short sales focused recap, saved to the lead's notes automatically.</li> <li>Click Show transcript to read the full word for word transcript of a call.</li> <li>Internal notes now work on calls too, not just texts.</li> </ul> </div> <div class="release"> <h3>Version 1.3 · June 25, 2026</h3> Score filters and a clearer house view. <ul> <li>Added Roof score and AHJ score sliders at the top of the board to filter leads by score.</li> <li>Made the aerial house photo in the lead window bigger and framed it tighter on the home.</li> </ul> </div> <div class="release"> <h3>Version 1.2 · June 24, 2026</h3> Aerial house photos. <ul> <li>Each lead now shows a satellite photo of the home in the lead window. Click it to open the spot in Google Maps.</li> </ul> </div> <div class="release"> <h3>Version 1.1 · June 24, 2026</h3> Light and dark mode. <ul> <li>Added a light/dark toggle in the top bar, next to the clock.</li> <li>The whole dashboard, including this guide, now follows your light or dark choice.</li> </ul> </div> <div class="release"> <h3>Version 1.0 · June 19, 2026</h3> First version of the dashboard guide. <ul> <li>Covers the Pipeline board, the lead window, the Calendar, Messages, Permit Scoring, and the Solar Roof Score.</li> <li>Added the in-dashboard guide viewer and the PDF download.</li> </ul> </div> </details> <h2 id="what-this-guide-is">What this guide is</h2> This guide explains how to use the SPM Command Center. The dashboard is the screen where you see your leads, talk to them, score their roofs, and book appointments. You do not need any tech skills to use it. This guide walks through every button and what it does. This guide's own Jump to a section list (in the in-app viewer) is grouped into Getting started, Air Raid, Ops & field, Overview & tools, and Reference, with sections listed alphabetically inside each group, so a long list of section names is easier to scan. A few words we use a lot: <table> <tr><th>Word</th><th>What it means</th></tr> <tr><td>Lead</td><td>A person who might buy solar. Each lead is one card on the board.</td></tr> <tr><td>Pipeline</td><td>The whole set of leads, shown as columns you move them through.</td></tr> <tr><td>Stage</td><td>One column on the board. It shows how far along a lead is (for example, "New Lead" or "Set").</td></tr> <tr><td>GHL</td><td>GoHighLevel. It is the system that stores all your contacts. The dashboard reads from it and writes back to it.</td></tr> <tr><td>AHJ</td><td>The local government office that approves building permits. "Permit difficulty" is how hard that office is to work with.</td></tr> </table> <h2 id="signing-in">Signing in</h2> <ol> <li>Open the dashboard link in your web browser.</li> <li>Click Sign in with Google and choose your work email.</li> <li>If your email is on the approved list, the dashboard opens. If not, ask the admin to add you.</li> </ol> <div class="callout">Note: Only approved emails can get in. This keeps client information private.</div> <h2 id="the-left-side-menu">The left side menu</h2> A red Join War Room button sits at the very top of the left nav, above Eagle's Nest (and in the mobile nav drawer too), so it is always one click away. Click it to hop straight into Dave's video room; if no room link is set, it opens the War Room tab instead. The menu on the left lets you move between the main screens. Several older tabs were folded into the tab they belong with, so they now appear as sub-tabs (a small row of buttons) at the top of that screen instead of as their own menu item. Here is what each menu item does: <table> <tr><th>Menu item</th><th>What it shows</th></tr> <tr><td>Eagle's Nest</td><td>The default screen when you sign in (formerly "Executive Overview"). Company-at-a-glance metrics plus your running team to-do list and knowledge log. Its sub-tabs are Overview, Intel, and SOP (this guide, in-app).</td></tr> <tr><td>Air Raid</td><td>Your lead board (formerly "Virtual Leads", and "Pipeline" before that). This is where you work your leads. Its sub-tabs are Targets (the board), KPI (the setter scoreboard), Dialer (a full phone app for calling), Inbox (incoming customer texts, moved here from Team Comms), and Tactical Tools (the outreach playbook, call Scripts, and AI Caller grouped together). Targets opens on the Board view.</td></tr> <tr><td>Team Comms</td><td>Team communication (renamed from "Comms"). Its sub-tabs are Comms (team chat) and War Room (recorded Zoom exec meetings with transcript and AI summary). The customer text Inbox that used to live here moved to the Air Raid page.</td></tr> <tr><td>Sniper Scheduler</td><td>Your sales appointments (formerly "Calendar"). You can book, move, and cancel them here.</td></tr> <tr><td>Recon</td><td>The door-knocker command center (formerly "Canvassing", and "Market Domination" before that). Its Ground War sub-tab includes the War Map, HVT targeting, and the Tactical playbook, plus Intel Capture (the mobile door-knocker app) and Import Intel sub-tabs.</td></tr> <tr><td>War Map</td><td>A shortcut (map-pin icon) that jumps straight to the Recon War Map and opens it in full screen automatically. Exit full screen (top-right button) to drop back to the normal map + territory list.</td></tr> <tr><td>Ops</td><td>The install / Safe-Harbor command center. One bar switches between List (the tracker table), Permit Scoring (rates how hard a local permit office is), and Armory (the sourcing directory, formerly "Parts"). A collapsible map sits at the top of every Ops view.</td></tr> <tr><td>Air Campaign</td><td>Marketing tools and campaigns (formerly "Marketing").</td></tr> <tr><td>Recruit Demo</td><td>Demo view only, at the top: a guided, click-through walkthrough that shows a prospective door knocker the full journey from knock to close (sample data only).</td></tr> </table> The sidebar now follows your light or dark mode setting (it used to always stay dark), and subtle glow accents highlight whichever tab is currently selected, the SPM logo, cards and rows across the dashboard, and key buttons. Notification count badges are also more prominent now, with a gradient fill, a ring, and a glow so unread counts catch your eye. Left menu icons also play a small, springy pop animation when you hover the row with a mouse (desktop only). At the bottom of the menu you will see your name, a Sign out button, a Guide PDF download (the guide also lives in-app under Eagle's Nest > SOP), and a button to make the menu skinnier (Collapse). At the top right of every screen there is a large clock that shows the date and time. The whole dashboard now opens in dark mode by default. You can still switch to light mode anytime with the toggle in the top bar, and whichever you pick is remembered for next time. The old top-bar Refresh button has been retired: the command center now updates on its own everywhere. Chat, reactions, leads, and notifications update in real time, and the calendar, Ops tracker, Taskers/Seeds, and customer chat refresh themselves in the background (about every 20-30 seconds) so new activity from other people shows up without a page reload. (The AI status-summary cards keep their own Refresh on purpose, so a costly AI summary is not regenerated on a timer.) The SPM emblem in the top bar is back to its original, smaller size. On phones and tablets, your SPM dialer number is pinned right under the top bar on every page, so you always know the number your calls and texts go out from. Page pinch-and-zoom is turned off across the dashboard so the layout cannot be zoomed by accident (interactive maps still pinch-zoom normally). Accordions and the slide-in mobile menu now animate smoothly open and closed instead of snapping (this motion respects your device's reduced-motion setting). Push notifications (on desktop and on the installed phone app) alert you to a new lead coming in and to a customer texting back, on top of the team-message and field-knock alerts you already got. <div class="pagebreak"></div> <h2 id="the-air-raid-board-your-leads">The Air Raid board (your leads)</h2> This tab was renamed from "Virtual Leads" to Air Raid (it started life as "Pipeline"). Its sub-tabs are Targets (the board described in this section), KPI (a live setter scoreboard), Dialer (a full phone app for calling one number at a time), Inbox (incoming customer texts, moved here from Team Comms), and Tactical Tools (the outreach playbook, call Scripts, and AI Caller grouped under one tab). KPI, Dialer, and Tactical Tools each have their own section further down this guide. The Targets sub-tab opens on the Board view; the search box, tag/temperature filters, the dialer-queue bar, and the color legend now live behind a Filters button and are collapsed by default, so the board gets the full screen until you open them. The Pipeline is the main screen. It looks like a row of columns. Each column is a stage, and each card inside it is a lead. You move a lead to the right as it gets closer to a sale. <h3>The stages (columns)</h3> From left to right, the usual stages are: <ul> <li>New Lead — a brand new person you have not worked yet.</li> <li>Contacted — you have reached out at least once.</li> <li>Responsive — they have written or called back.</li> <li>Set — an appointment is booked.</li> <li>Proposal Sent — a price/offer has been sent.</li> </ul> The number next to each stage name tells you how many leads are in it. <h3>What a lead card shows</h3> Each card holds the key facts about one person. Here is what each part means: <table> <tr><th>On the card</th><th>What it tells you</th></tr> <tr><td>Name</td><td>The lead's name. If only a first name was collected, it shows "[No last name]".</td></tr> <tr><td>Phone and email</td><td>How to reach them. If one is missing it says "[No phone]" or "[No email]".</td></tr> <tr><td>Score chip (like "7/10")</td><td>The solar roof score. Higher is a better roof for solar. It only shows after the roof has been scored.</td></tr> <tr><td>Tags</td><td>Small labels that group leads (for example, "roof-good"). These help you sort and filter.</td></tr> <tr><td>Product pills</td><td>Colored pills for the products the lead is interested in: Solar (amber), Windows, Siding (blue), Commercial, Agricultural, Geothermal, and Heat Pump. Each pill now carries a matching icon so you can spot the product at a glance. Solar is its own pill instead of being the default guess for every untagged lead. Each pill is a super-tag that rolls up the underlying GHL service tags, so you do not have to read the raw tag names. The Referral, New text, and Missed call badges use the same clean icon style.</td></tr> <tr><td>"Missing Industry" chip</td><td>A red chip that shows in place of a product pill when a lead has no clear product on it. It no longer defaults to Solar; instead it is flagged so you can open the lead and set the right product by hand.</td></tr> <tr><td>Left border color</td><td>How long since you last touched this lead. Green is fresh, then yellow, orange, and red as it gets older. Red means it is going cold.</td></tr> <tr><td>"added" or "touched" time</td><td>A brand new lead shows "added Xh ago" until someone actually works it. Once there is a real interaction it switches to "touched Xh ago".</td></tr> <tr><td>Colored dot</td><td>How old the lead is overall. Green is new, red is old.</td></tr> <tr><td>Speech bubble icon</td><td>Click it to open the lead's text message history fast.</td></tr> <tr><td>"How they answer" badge</td><td>Shows up only after you have marked it in the lead window: a purple badge reads "Google Voice", an amber badge reads "Answering machine". No badge means it rings normally.</td></tr> </table> <div class="tip">Tip: Watch the left border color. Leads turning orange or red need attention before they go cold. The Air Raid list view uses the same color coding (left border for time since last touch, dot for lead age) with a legend, so you get the same read whether you use the board or the list.</div> <h3>Find a lead</h3> <ul> <li>Search box: type a name or phone number to jump to a lead.</li> <li>All tags menu: pick a tag to show only leads with that label. Choose "Clear" to see everyone again.</li> </ul> <h3>Filter chips (one-click filters)</h3> The filter bar above the board also has one-click chips. Click a chip to narrow the board to matching leads; click it again, or click Clear filters, to turn it off. There are five groups: <ul> <li>Product chips: Solar, Windows, Siding, Geothermal, and Heat Pump. These match the colored product pills on the cards: each is a super-tag that rolls up the underlying GHL service tags.</li> <li>Missing Industry chip: shows only the leads with no product tagged at all, so you can work through the pile and classify each one by hand instead of it being guessed as Solar.</li> <li>Lead quality chips: Hot, Warm, and Cold.</li> <li>Category chips: Residential, Commercial, and Agricultural. (Commercial and Agricultural live here, in the category group, so they are not repeated as product chips. The cards still show Commercial and Agricultural product pills.)</li> <li>Lead source chips: lead source is now a nested taxonomy, a parent (Knocked or Internet) with child sub-sources underneath it (Canvassing under Knocked; Fixr, SolarReviews, and SPM Website under Internet). Click a parent chip to see every lead from that channel, or open it to pick one specific sub-source.</li> </ul> Chips combine with the search box and the tag menu. They also narrow what Send matching to dialer queues (next section), so you can build a hot-only or category-specific call list in a couple of clicks. <h3>Send leads to the dialer (power dialer)</h3> You can hand a chosen set of leads to the GHL power dialer straight from the dashboard: <ul> <li>Board view: use the power-dialer bar and click Send matching to dialer to queue every lead that matches your current search and filter chips.</li> <li>List view: tick the checkbox on each row you want, then send just those.</li> </ul> Sending tags those leads as the dialer queue in GHL. Leads with no phone number, leads marked DNC (do not call), and leads sitting in a do-not-contact stage are skipped automatically, and a summary tells you how many were queued and how many were skipped. The Clear queue button removes the tag from everyone so you can start a fresh call list. <h3>Start an in-dashboard dialer session</h3> Instead of sending your queue over to GHL, you can now call the same list yourself, right from the browser. Build your queue with the search box and filter chips as above, then click Start dialer session. A built-in softphone opens and dials your leads one at a time, with Call, Mute, and Hangup controls for the live call. After each call, pick an outcome, then click Call next to move on automatically. The outcomes are Booked, Callback, No answer, Voicemail, Not interested, Wrong number, Qualified, and DQ. Qualified advances the lead's stage the same way Booked does; DQ does not move the stage. Every call syncs back into GHL, and the session runs on its own dedicated dialer phone number, separate from your regular line. Recording during a dialer session is optional. When it is on, nothing is played to the customer. Instead, a short reminder plays privately to you, the rep, prompting you to say out loud that the call is being recorded (Illinois requires all-party consent). <h3>Move a lead to another stage</h3> <ol> <li>Click and hold a card.</li> <li>Drag it to the column you want.</li> <li>Let go. The lead moves, and the change is saved to GHL right away.</li> </ol> If the save fails, a message pops up and the card goes back. Just try again. <div class="tip">Tip: You can drag a card onto any column, including ones that appeared after a recent Sync from GHL. If a column is somehow out of step with GHL, a yellow warning toast will appear at the bottom of the screen so you know to sync again before moving that card.</div> <h3>Sync from GHL</h3> GHL is the source of truth for your pipeline, so stage changes (adding, renaming, or reordering) are done in GHL. To pull those changes onto the board, click Sync from GHL at the top right of the toolbar. The columns update in place, no refresh needed. New texts, calls, and lead activity also show up on their own as they happen, so the board mostly stays current without you doing anything. Use the Sync from GHL button when you want a full refresh right now. When a stage is deleted inside GHL and you run a sync, that column disappears from the board automatically. It does not linger as an empty ghost column. Any leads that were in that column are moved to GHL's default stage. Stages can only be created or renamed inside GHL, not from the dashboard. <h3>Where leads come from</h3> Most leads sync in from GHL, as described above. Leads from Fixr and SolarReviews can also land straight in the board without going through GHL first. They arrive already tagged with a product and drop into New Lead automatically. If one of these leads has no clear product on it, it gets the red Missing Industry chip instead of being guessed as Solar (see the filter chips above). Lead source is a nested taxonomy: a parent (Knocked or Internet) with child sub-sources underneath (Canvassing under Knocked; Fixr, SolarReviews, and SPM Website under Internet). About 1,300 older aggregator leads were backfilled as Internet > Fixr so the taxonomy is accurate for existing leads too, not just new ones. Fixr and SolarReviews intake now captures each lead's Origin URL, the aggregator site the lead actually came from (for example Solar-Estimate.org), and saves it into the lead's note. That note also now actually saves reliably: a silent database error used to drop it, so setters could not always see the Fixr context (source, industry, campaign, Origin URL, best contact time, and credit score) on an imported lead. That is fixed, so the full context note shows up on every Fixr/SolarReviews lead going forward. <h3>Card display</h3> Long lead names fit neatly inside the card and do not push the column out of shape. If a name is very long it will be cut off with "..." so the card stays tidy. Columns also do not show a stray horizontal scrollbar, so the board stays clean even when names run long. <h3>Zoom the board</h3> Use the Zoom slider in the toolbar to shrink the columns so more stages fit on your screen at once. Slide it back to full size whenever you want. <h3>Add a new column</h3> At the end of the columns there is a + Add column button. Because of how GHL works, you first create the new stage inside GHL, then pull it in. You can use either the button inside that popup or the Sync from GHL button in the toolbar. <div class="callout">Good to know: Leads with no phone number are hidden from the board so it stays focused on people you can actually call. They are not deleted. They still live in GHL, and they can be brought back if needed.</div> <div class="pagebreak"></div> <h2 id="air-raid-kpi-setter-scoreboard">Air Raid: KPI (setter scoreboard)</h2> The KPI sub-tab is a live scoreboard for the whole team's calling activity. It reads directly from real dialer call data, so the numbers update as calls happen. <ul> <li>The funnel: Dials, then Answered, then Qualified, then Booked, shown as a step-by-step conversion funnel. Answered only counts a call where you actually spoke with the customer - a call that reached voicemail, got no answer, or was left untagged no longer counts as answered. Talk time and Avg call length reflect only those real conversations too, not every dial.</li> <li>Conversion rates: answer rate, book rate per dial, book rate per answer, and dials per appointment.</li> <li>Outcomes and effort: callbacks due, DQ count, total talk time, and average call length.</li> <li>Time range toggle: switch the whole scoreboard between Today, This Week, This Month, and All Time.</li> </ul> At the bottom of the KPI tab is a Recent Calls log: the latest team dials with a real outcome badge (Talked, Voicemail, No answer, Booked, and so on) instead of a generic "Called", an incoming/outgoing arrow, how long ago the call happened, and the call length. A call nobody has tagged yet reads Not logged - tap that badge to quick-tag it Talked, Voicemail, or No answer right from the list, without opening the lead. Because this is a shared, team-wide view, phone numbers are masked and show only the last 4 digits. <h2 id="air-raid-dialer-phone-app">Air Raid: Dialer (phone app)</h2> The Dialer sub-tab is a full phone app built into the dashboard, separate from the in-dashboard dialer session described above. It is for placing or handling one call at a time. It has five tabs along the bottom: Favorites, Recents, Contacts, Keypad, and Voicemail. Opening the Dialer always lands you on Keypad first, no matter which tab you had open last time. The bottom tabs are large and easy to tap on mobile, with the active tab highlighted. On a phone, the left nav also has a large green phone button under Air Campaign that jumps straight into the Dialer. <h3>The in-call bar (shows up anywhere)</h3> While a call is live, a small in-call bar floats at the bottom of the screen no matter which page you are on, not just the Dialer tab. It shows the caller's name and number and a running timer. Tap the expand icon on the bar to open a full-screen call window with a big name, number, and timer, an in-call dial pad for pressing numbers during the call (useful for phone menus), and large Mute and Hang up buttons. Tap Minimize to shrink it back down to the small bar without ending the call. On a phone the full-screen call window opens on its own the moment a call starts dialing (no need to tap expand); if you minimize it mid-call, it stays minimized. <h3>Keypad</h3> Type a number, or tap it in on the number pad, and press the green call button to place the call through the softphone. While a call is live you get Mute, Hangup, and a DTMF keypad for punching in extensions or menu options. The backspace key works two ways: tap it to delete one digit, or press and hold it to clear the whole number. As you type, matching leads show up as typing suggestions that float above the keypad (two at a time, scroll for more) instead of pushing the keypad down, so the keypad itself never moves. The suggestion list hugs the left side under the number you are typing and truncates long names instead of stretching across the screen. Recording is switched on or off with the round REC button just to the left of the green call button. Turning it on does not play anything to the customer. Instead, a short reminder plays privately to you so you remember to say out loud that the call is being recorded (Illinois requires all-party consent). At the top of the Dialer is a Call my cell toggle. Turn it ON and pressing Call rings your own phone first, then connects the customer once you pick up, so the call does not drop if you switch apps on your iPhone. The first time you turn it on, it asks for your cell number and saves it for next time. The call still records and logs exactly like normal. Leave this toggle OFF when you are on a computer, for regular in-browser calling. <h3>Recents</h3> Your call history, newest first. Each entry shows an arrow marking whether the call was incoming or outgoing. <h3>Contacts and Favorites</h3> Contacts lists your leads so you can call one without typing a number. Favorites are the numbers you have saved as speed-dial for quick access. <h3>Voicemail</h3> Voicemail is fully working. When a real inbound call comes in, a global incoming-call alert pops up on top of whatever page you are on, anywhere in the dashboard, showing the matched lead's details with three choices: Answer, Send to voicemail, or Ignore. If a call goes unanswered, it lands here in the Voicemail tab as a recording with an automatic transcript underneath it, and an unread badge shows how many voicemails you have not listened to yet. <h2 id="air-raid-tactical-tools-outreach-playbook">Air Raid: Tactical Tools (Outreach Playbook)</h2> The Tactical Tools sub-tab holds the outreach playbook: the ready-to-send text and email copy for every step of the follow-up sequence, plus call Scripts and the AI Caller (its own section below). The playbook is where you go to find and copy the exact wording for a message instead of writing it from scratch. A sticky Industry tab bar (All, Solar, Windows, Siding, Commercial) sits at the top of the screen so you can jump straight to one product's copy without scrolling past the rest. The copy is source-aware: a Fixr/SolarReviews lead requested an estimate, while a website lead requested an energy plan, and the wording now says exactly that instead of claiming everyone "ran an estimate" (nobody actually sees numbers until Dave's call). Wherever a message's wording changes based on where the lead came from, the playbook shows the Website and Fixr versions side by side, each with its own Copy button and a length check, so you always grab the version that matches how the lead came in. The copy is also utility-aware: instead of always saying "ComEd", messages now name the lead's real electric utility, worked out automatically from their location: ComEd for northern Illinois, Ameren for central and southern Illinois, or "your utility" for anyone out of state. "Lower your ComEd bill" is now "lower your electric bill" everywhere that used to assume ComEd. The sequence schedules call tasks, not just texts and emails. Every track (Solar, Windows, Siding, Commercial) prompts three spaced phone-call attempts, on Day 0, Day 3, and Day 7, since a call books more meetings than another text. Each call shows up as a Tasker in Eagle's Nest for you to make; the dashboard never auto-dials, and these call tasks do not count against the texting cap. <h2 id="air-campaign-social-media-playbook">Air Campaign: Social Media playbook</h2> Air Campaign (the marketing area) has a Social Media tab alongside Map, Website, Testimonials, and Referrals. It holds a ready-to-use SPM social media playbook built from eight growth frameworks: Strategy Audit, Audience ICP, Competitor Gaps, Content Pillars, a 30-Day Calendar, a Hook Library, Follower-to-Client, and a Monthly Review. A jump-to menu moves you between them, and the direct-message and call-to-action snippets have Copy buttons. It is reference content to guide your posting; there is nothing to fill in and it makes no outside calls. The Facebook, Instagram, and LinkedIn sub-tabs now show a real Connect button, through a service called Zernio, and, once connected, a Connected status with a Refresh action, replacing the old "Coming soon" placeholders. Discord is unchanged. Actually posting and pulling analytics from these three platforms comes in a later phase; for now Connect just links the account so it is ready. Under Social Media > Strategy, a Writing voices panel lets each person (Dave, Austin, Info, Priscilla) connect their own Gmail, read-only, so the AI can learn that person's individual writing voice from their sent mail. Each person gets their own Connect / Disconnect button, plus a Rebuild all button to refresh every voice at once. This is a separate Google connection from the calendar and email-send connection used elsewhere in the dashboard. <h2 id="air-campaign-website-analytics">Air Campaign: Website (analytics)</h2> The Website sub-tab reads your live Google Analytics and Search Console data for the SPM site, so you can see how the site is actually performing instead of guessing. <ul> <li>A Leads tile and a Leads by source panel show conversions (estimate, contact, and booking form submits, plus phone-number taps) broken down by traffic channel, so you can see which channels actually produce leads, not just visits.</li> <li>An AI search referrals panel shows visits that came from AI answer engines (ChatGPT, Perplexity, Gemini, Copilot, and Claude), broken down by engine - your GEO scoreboard for whether AI is citing the site.</li> <li>A Google Search section (from Search Console) shows the actual keywords people use to find you on Google: top queries with clicks, impressions, and position, total clicks, impressions, CTR, and average position, and the top pages showing up in search.</li> <li>A What to do next AI panel reads your live GA and Search Console numbers and returns prioritized, specific SEO and GEO action steps, each with a category, a priority, and do-this-now steps. Click Get recommendations to run it; it only runs when you click it, so it never costs you anything on its own.</li> </ul> <h2 id="air-raid-ai-caller">Air Raid: AI Caller</h2> The AI Caller sub-tab manages calls the AI places on its own instead of a person. At the top is a Send a test call panel: type in a single number and it dials only that number, so you can try it out safely without touching any real leads. Real-lead batches stay locked and cannot run until an admin turns them on with a server setting (<code>AI_CALLER_LIVE_ENABLED</code>). <div class="pagebreak"></div> <h2 id="the-lead-window-click-a-card">The lead window (click a card)</h2> Click any card to open the lead window. This is where you do the real work on one person. It has several parts. On desktop, a full-screen toggle next to the close × expands the window to fill the whole screen; click it again to return to the normal resizable window. <h3>Contact details</h3> At the top you see the name, phone, email, and whether an address is on file. The dashboard pulls the latest details straight from GHL. Click Edit info to fix or add details, like a missing address. In the edit window, start typing in the Street address box and pick one of the Google suggestions that drop down; it fills in the street, city, state, and ZIP for you in one tap. Save changes works for every lead, including website and dialer leads that were never in GHL. If you save a lead that has a street address but no city, state, or ZIP, the dashboard now fills in the missing pieces from Google automatically, but only when it finds one confident match, so a partial address you save no longer stays incomplete. Next to the details is a satellite photo of the home. If it says No aerial view (usually because there was no address when the lead came in), add the address with Edit info, then click Regenerate on the photo box to load it. <h3>"How they answer"</h3> After a call, mark how the lead's phone answered using the How they answer buttons: Normal, Google Voice, or Answering machine. This helps the next person who calls know what to expect before they dial. Your pick shows as a clear badge on the lead's Kanban card (purple for Google Voice, amber for Answering machine) and is also synced as a tag on the contact in GHL. <h3>Solar roof score</h3> This rates the roof for solar from 1 to 10. Higher is better. To get a score, click Score roof. The dashboard looks up the home's roof using map and sun data and gives it a grade. Click Why 7/10 (the number matches the score) to see the reasons, such as roof shape, how many panels could fit, and how much sun the roof gets. If you want to update it later, click Re-score. <div class="callout">Note: If a roof says "estimated," the exact roof data was not available, so the score is a close guess from a satellite image plus sun data. Always confirm the final design in your solar design tool.</div> <h3>Permit difficulty (AHJ)</h3> AHJ is the local office that approves permits. This score (1 to 10) tells you how hard that office tends to be. It shows the town, an estimated permit time, and you can click Why this score to see the reasons. If it says "Not on file," we do not have permit data for that town yet, so no score is shown. <h3>The four tabs (Customer Facing Chat, Team chat, Notes, Script)</h3> Inside the lead window there are four tabs. Customer Facing Chat (blue dot) is the real conversation with the client. Team chat (amber dot) is a private spot for you and your coworkers to talk about this lead. Notes is for your own notes. Script (violet) is the Outreach Playbook for this one customer, described below. The colors are a reminder: anything you send in the blue Customer Facing Chat goes to the customer; the amber Team chat never does. <h3>Customer Facing Chat (texting and calling the client)</h3> Open the Customer Facing Chat tab to see every text and phone call with the lead, in order, the same thread that lives in GHL. A blue banner at the top reminds you that messages you send here are delivered to the customer. Type a message at the bottom to text the client. If the customer texts you a photo (a picture message), it now shows right in the thread; tap it to open the full-size image. If the customer sends any photo or file, a Save to documents link appears right under it in the thread. Pick a category (Utility bill, Contract, Proposal, ID/Ownership, Photos, Other) and it files the attachment straight into the lead's Documents in the Notes tab. The message box itself now grows taller as you type, so you can see the whole text you are writing instead of it staying stuck on one line; it also grows to fit a drafted or AI/voice message, then snaps back to one line right after you send it. A one-click Draft button (the violet sparkle icon, next to the mic) writes the best next text for the lead, using their industry, how aged the lead is, and the conversation so far, and drops it in the box for you to review before sending. A drafted text now includes the customer's own pre-filled booking link (reused or freshly minted for them) as the call to action, instead of a generic booking page link. A separate Voice note mic button (next to the composer) records a short voice note and texts the customer a tap-to-listen link instead of a transcript; the sent note shows a small audio player right in the thread so you can see it went out. This is different from the AI voice assistant mic described further down, which turns your spoken words into a written text draft rather than sending audio. Next to Copy booking link, new Link offers toggle chips (Phone / Virtual / In-home) let you control which appointment types the customer's booking link offers. Turn a type off and their pre-filled booking link stops offering it, for example leave only Virtual on so the link books a video call only. At least one type must stay on, and leaving all three on offers everything (the default). This is enforced on the server too, so a hand-edited link cannot book a type you turned off. When a call was recorded, it shows a built in player with how long the call was. The player has play and pause, a progress bar you can drag, a speed button (1x, 1.5x, 2x), a mute button, a download button to save the recording, and an info button that opens a Call details popup (who called whom, the time, how long it was, and the status). Each recorded call has two AI buttons: <ul> <li>Quick summary writes a short, sales focused recap and saves it to the lead's notes. A Show transcript expander appears below the recording.</li> <li>Deep analysis opens a full coaching report: an overall score, the talk ratio (how much the rep talked versus the client), the call psychology, what went well, what to fix, an NEPQ scorecard, a Hormozi view, and suggested rewrites. A short recap is also saved to the lead's notes.</li> </ul> Calls from before call recording was turned on will not have audio. You can also add an internal note on any text or call. Internal notes stay private to the team and are never sent to the client. <h3>Emailing the customer (compose modal)</h3> Click the Email button in the lead window to open the email compose modal. A From dropdown lets you send as Austin (austin@) or Info (info@). Every email now blind-copies (BCC) Dave, Priscilla, info@, and you, hidden from the customer, so the whole team stays in the loop. Next to the AI draft-reply button is a new Pre-position package button. It generates a one-page pre-position email in Dave's 6-part structure, with an optional personal-note box, so you can send it to the customer before their appointment. <h3>Script tab (Outreach Playbook for this lead)</h3> The Script tab (violet) shows the Outreach Playbook automatically filtered to this one customer: filtered to their industry and to the stage that matches how aged the lead is (Day 1, Day 7, and so on). It lists the exact texts, emails, and calls for that moment, each with a Copy button. Tap another stage pill to browse an earlier or later stage without leaving the lead window. <h3>Notes tab</h3> The Notes tab is for your own notes about the lead. Type one in and click Add. You can also click Generate from history and the dashboard will read everything (texts, calls, transcripts, and existing notes) and write a draft note for you. The draft drops into the box so you can read and edit it before you save it. There is also a Sample analysis button that opens a pre-built AI Deep Analysis report. This is useful for demos and training: it lets you show what a full coaching report looks like without needing a real recorded call on file. A Communication summary button writes a short AI recap of everything on file for that customer: calls, texts, emails, and notes, all in one place. It only runs when you click it, and the result is saved and shown right away next time you open the lead, until you click it again to refresh it. The same button and summary also appear on an appointment's popup in the calendar, so you can catch up on a customer right before a meeting without hunting through their whole history. The Notes tab also holds a Documents section with colored category boxes: Utility bill, Contract, Proposal, ID / Ownership, Photos, and Other. Click a category to upload a file straight into it (images, PDFs, Office docs, and video are supported); each box shows how many files it holds in its color. In the file list below, each file's name is colored to match its category, and photos show a small thumbnail preview next to the name. Click a file (or its thumbnail) to open it in an in-app viewer that previews images, PDFs, video, and audio right there; other file types get a download button. Click the × to remove a file. Photos, PDFs, and a voice note that a homeowner attaches on the website "One last look" step flow in here automatically, and the voice note is transcribed and pinned as a lead note. A new AI voice assistant lives in the customer conversation window (the mic button next to Send). Tap it, say what you want in plain words (for example, "draft a text to Mark reminding him of our appointment"), tap it again to stop, and it writes the text reply using the lead's conversation history and drops it into the composer for you to review and send. Any web links in a conversation are now clickable too. <h3>Follow-up (automated sequence)</h3> New leads with a known product can be enrolled in an automated follow-up sequence that texts and calls them on a schedule. Fixr leads with a known product enroll automatically the moment they arrive. Leads flagged Missing Industry are never auto-enrolled, since the copy would not know which product to mention until you set one. If a lead is not enrolled yet, the lead window's Follow-up area shows an Enroll in follow-up button. Click it to start the sequence by hand and send the first text right away. <h3>Book or manage an appointment</h3> If the lead has no appointment yet, you will see a Book appointment button: <ol> <li>Click Book appointment.</li> <li>Pick an open time slot (only real, free times are shown, so you cannot double-book).</li> <li>Choose a Host (Dave, Priscilla, or Austin; defaults to Dave) and a meeting Type: Phone, Virtual, or In-house. The title reads "[Type] consultation with [Host]: [Customer]". Booking a Virtual appointment automatically creates a Zoom meeting (under the SPM Zoom account) and puts the join link on the calendar invite.</li> <li>Confirm. The appointment is saved to the calendar.</li> </ol> <div class="callout"> No email on file? The booking window warns you when the lead has no email address: only Dave will get the calendar invite, not the customer. Click Edit customer info to add one before you finish booking, if you can. </div> If the lead already has an appointment, you will instead see the date and time with two buttons: <ul> <li>Reschedule — pick a new open time.</li> <li>Cancel — remove the appointment.</li> </ul> <div class="pagebreak"></div> <h2 id="the-sniper-scheduler">The Sniper Scheduler</h2> The Sniper Scheduler (formerly "Calendar") screen shows your sales appointments. It has two sub-tabs: Calendar (the appointment views) and Dave's availability (set Dave's bookable hours, covered below). <ul> <li>Month, Week, Day buttons switch the view. Switching is instant, with a smooth fade. On a phone, Month fits the screen without sideways scrolling and Week stacks the days top-to-bottom.</li> <li>The arrows and Today move you through dates.</li> <li>Book appointment (top right) starts a new booking: pick a lead, pick an open time, pick a Host and meeting Type (Phone, Virtual, or In-house), confirm.</li> <li>Click any appointment to see details, then Reschedule or Cancel. In the detail pop-up's edit mode (the pencil icon) you can also change the event's Start and End time directly (Central), alongside Title/Type/Lead - the easy way to change the time on an "Other" event; the change writes straight to Google Calendar. (The slot-based Reschedule flow below still exists for lead appointments.)</li> <li>The appointment pop-up has an Attendees section showing everyone invited on the Google appointment, each with their RSVP status (accepted, declined, maybe, or pending). Add more people right from the pop-up by typing their email; adding someone writes them to the Google Calendar event and emails them an invite.</li> <li>Clicking an empty day (Week view) or an empty hour (Day view) opens the Book event window already preloaded to that day and time, so you skip picking the date by hand. In Day view, hovering over an hour row shows a small green + to invite you to add an event there. Clicking a day in Month or Week view opens that exact day in Day view.</li> <li>Dave's time off now shows across all three views: Month days show a gray Off (full day) or Busy (partial) chip, Week columns show the off badge and the unavailable ranges, and the Day view banners a full-day off and grays out the unavailable hours. It comes from the time-off blocks set in the Dave's availability tab.</li> <li>Month view has a size control (S / M / L, top right of the grid) that makes the whole month bigger or more compact and shows more appointments per day at larger sizes. Your choice is remembered. On a phone the month's day cells are taller and roomier, and the month scrolls down to show every week instead of squeezing them all onto one screen.</li> <li>Every booked appointment and Other event now automatically invites Priscilla as an attendee, alongside Dave and the customer.</li> <li>An appointment's When line now shows the date in front of the time, and the timezone too (for example "11:00 AM - 12:30 PM CDT"), so the meeting time is never ambiguous.</li> <li>Appointments are color-coded by host: Dave's are blue, Priscilla's are purple, and Austin's are teal. Within a host's color, the meeting type shows as a shade - phone is the lightest, virtual is medium, and in-house is the darkest - plus a small phone, video, or house icon so you can tell the type at a glance. Appointments booked before this feature existed show in Dave's blue until someone assigns a host.</li> <li>The appointment pop-up shows Hosted by [Name], and in edit mode there is a Host dropdown so you can reassign any meeting to a different host, which recolors it on Google Calendar too.</li> </ul> When you Reschedule an appointment, alongside picking from the open time slots you can now flip to Enter exact time and type any exact date and time (Central), even outside Dave's normal availability; it keeps the appointment's length. Booking is now anchored to Central time, so picking a day books that day (an earlier bug scheduled it a day late) and past days are no longer offered. Dave's reminders: Dave automatically gets a text and email about each booked appointment, one 24 hours before and one at 8am the day of, so nothing slips. (An owner setting turns this on.) On a phone, the book event window now fits the screen (a centered card that scrolls inside itself) instead of running off the edge; on desktop it stays draggable and resizable. Appointment popups on the calendar now correctly show the customer's name and their booking notes for appointments made through the website or the dashboard (older popups sometimes showed "Unknown"). Behind the scenes, the calendar matches an appointment back to its lead by lead id, by GHL contact id, or, as a last resort, by a unique name match, so the right details show up even for older appointments. <div class="tip">Tip: Only open times are offered (never a slot that overlaps another appointment or Dave's time off). Phone consultations can be booked as soon as 1 hour out; in-house appointments need a 2-hour runway so Dave has time to plan travel. This applies to both the website's own booking form and the dashboard's Book-event window.</div> <h3>Dave's availability (the source of truth)</h3> The Dave's availability tab is where you set when Dave can be booked, and it is the single source of truth for the times the Book appointment window offers. Edits show up in booking instantly. <ul> <li>Weekly hours - click Edit hours to set each day's open/closed and start/end time, then Save.</li> <li>Block days off - pick a start and end date (leave the second empty for a single day) to block a whole stretch, e.g. a vacation.</li> <li>Block a time window - pick a date, a start and end time, and a label (e.g. "Dentist"); that window is removed from the bookable times for that day.</li> <li>Everything you set here also pushes to Google Calendar (see below), so time off shows on the shared calendar too.</li> </ul> <h3>Where appointments are booked (Google Calendar)</h3> Booked appointments are created on the connected Google calendar and show back on this dashboard calendar. Every sales appointment automatically invites Dave and, when the lead has an email on file, the customer - both get the calendar invite. An admin connects the Google account once from Dave's availability > Connect Google Calendar. <h3>Phone, Virtual, and In-house appointments</h3> When you book an appointment, the booking modal asks you to choose a Host and a meeting Type. As explained above, color on the calendar now comes from the host; the type shows as a lighter or darker shade of that host's color, plus its own icon: <table> <tr><th>Type</th><th>Shade</th><th>Icon</th><th>Buffer reserved</th></tr> <tr><td>Phone</td><td>Lightest</td><td>Phone</td><td>1 hour blocked after the appointment</td></tr> <tr><td>Virtual</td><td>Medium</td><td>Video camera</td><td>Auto-creates a Zoom meeting (SPM account) with the join link on the invite</td></tr> <tr><td>In-house</td><td>Darkest</td><td>House</td><td>2 hours blocked after the appointment</td></tr> </table> The buffer time is reserved automatically so that slot cannot be double-booked. For example, a 30-minute phone appointment at 10:00 AM blocks the calendar until 11:00 AM. An in-house appointment at the same time would block until noon. To change the type on an existing appointment, click it on the calendar, then click Reschedule and adjust the type in the booking modal. This buffer is separate from the minimum lead time mentioned in the tip above: the buffer table above blocks calendar time after a booked appointment, while the 1-hour / 2-hour lead time controls how soon before the appointment you're allowed to book it in the first place. <h3>Booking confirmation text</h3> When an appointment is booked, whether from the website or from the dashboard, the customer can automatically receive a confirmation text from the SPM number. It includes the date and time, a quick tip to have their electric bill handy, and a "Reply YES to confirm" ask. If they reply, it lands right in your dashboard inbox like any other text. <div class="callout"> Off by default: This is a safe dry-run until an admin turns on the server setting <code>BOOKING_CONFIRMATION_SMS_ENABLED</code>. While it is off, the dashboard logs what it would have sent but does not actually text the customer. Opt-outs are always respected - if a customer has replied STOP, they will never get a confirmation text. </div> <h2 id="team-comms-team-chat-meetings">Team Comms (team chat + meetings)</h2> Team Comms (renamed from "Comms", and "Team Messages" before that) is where the SPM team communicates. It has two sub-tabs at the top: Comms (the team chat) and War Room (recorded Zoom exec meetings, covered below). The customer text Inbox that used to be a third sub-tab here now lives on the Air Raid page instead. The chat is for talking to coworkers about leads or the day's work - it is not where you text clients (to text a client, open the lead and click the Text button). Inside the chat, the page heading reads Command Comms. <h3>Reactions, replies, attachments, and images</h3> Hover a message to bring up its action buttons, now on the right side of the message: reply, react (a tapback), copy the message text to your clipboard, an AI button (the sparkle), and delete (for your own messages). The AI button reads the message, pulls out any action items, and lets you add each one to Eagle's Nest as a Tasker or a Seed in one tap. You can attach more than one file or image at once - the text sends with the first file and each extra file posts as its own message. Tapping an image opens it full-size in an in-app viewer (click the backdrop, the X, or press Esc to close) instead of opening a new browser tab. The chat shows read receipts, iMessage-style: a "Seen by <names>" line appears under your most recent message once teammates have opened the chat and read past it. Reactions you add show larger and bolder on the corner of a message, and the reaction picker opens toward the message so it is never cut off at the edge of the screen. File attachments now show a colored type badge in a tighter message bubble, so you can tell the file type at a glance — red for PDFs, blue for Word docs. Word documents (.docx) also preview inline in that same in-app viewer — they open right in the dashboard like images and PDFs, rendered privately in your browser. Other file types still show a download card. A few small touches make the chat easier to read: consecutive messages from the same person are grouped closer together, a glass style toolbar appears for reply/react, and the message list fades at the top as it scrolls. On mobile, the action buttons now appear just above the message bubble (so they are no longer cut off at the screen edge), and the Download button is more prominent. A shared file's Save to a record button now files it against either an Ops customer or an Air Raid pipeline lead (pick the tab, then search the lead by name or phone); when you save to an Air Raid lead, the Document Type choices match the lead document categories (Utility bill, Contract, Proposal, ID / Ownership, Photos, Other). The chat background also has a larger, slowly drifting SPM emblem and subtle blue particles that react to your cursor (this motion turns off automatically if your device has reduced motion turned on). <h3>Long messages</h3> A very long message collapses to about six lines with a Show more link, so a big pasted note no longer takes over the chat. Click Show more to read it all, and Show less to fold it back up. <h3>Unsend your own message</h3> Hover over a message you sent and click the small trash icon to unsend it. It is removed for everyone and replaced with a quiet "You unsent a message" line. You can only unsend your own messages. <h3>Voice notes</h3> When someone records a voice note in the chat, two things happen on their own, with no button to press: <ul> <li>The transcript (the words that were said) appears automatically.</li> <li>An AI summary and action items appear automatically underneath the transcript.</li> </ul> For each action item the AI found, you get an Implement button. That is the only part that waits for you to click. If the AI can carry the task out inside the dashboard, Implement does it. Voice notes and their AI summaries no longer get cut off on mobile. <h3>Research with AI (fail-safe) and approving a plan</h3> If an action item is something the dashboard cannot do on its own, you will see a Research with AI button instead. Click it and the AI looks the question up, answers it, and posts a short summary right in the chat (with tax/legal cautions where they matter). It also proposes how to put it into action. Under that proposal are two buttons: <ul> <li>Approve - saves the finding as a task in your Eagle's Nest to-do list (with the full answer kept as its details).</li> <li>Disapprove - dismisses it, and nothing is saved.</li> </ul> <h3>War Room (recorded Zoom exec meetings)</h3> The War Room sub-tab (formerly "Meetings") logs recorded Zoom executive meetings automatically. The recurring room itself now displays as War Room: Crush - Dominate - Kill; click Join War Room to hop into it live. When a meeting is cloud-recorded in Zoom, AssemblyAI transcribes it and Claude writes the summary and follow-up action items automatically as soon as the recording ends - there is no manual click needed, and long meetings no longer time out or fail. Speakers are labeled with their real names in the transcript, and a recap is posted into the Comms chat. If a transcript or summary ever fails to generate, click Retry generation to reliably re-fetch it from Zoom. Each card has: At the top of the War Room, a Scheduled Meetings section lists your upcoming team meetings: the recurring Daily Alignment Meeting (10:30 AM CT every day, with the next occurrence shown) and the four quarterly 13-Week strategic planning sessions (the same dates as the 13-Week Planning section in Eagle's Nest). Each has its own Join button into the team Zoom room. <ul> <li>Play recording - plays the meeting video right inside the dashboard (for recordings made after the Zoom connection was set up).</li> <li>Open in Zoom - opens the recording on Zoom instead.</li> <li>Archive - hides the meeting from the list while the recording stays in Zoom; use Show archived to see or restore archived meetings.</li> </ul> Each card's title is now larger, with an AI-written one-line subtitle underneath it, so you can tell what a meeting was about at a glance. Click a card's title or date to open its War Room Debrief - the full recap and transcript. <h3>Action items and the Seeds List (inside the Debrief)</h3> Open a meeting's War Room Debrief and you will see an Action items card (renamed from "Follow-ups"), highlighted in its own accent-colored box. It always shows, even when there is nothing in it yet, so both meetings look consistent. Each item carries a color-coded priority (high, medium, or low), a checkbox to mark it complete, and its own + Taskers button, which copies that item straight into your Eagle's Nest Taskers list. Checking an item off strikes it through and dims it, and that completed state is saved, so it still shows done the next time you open the debrief. Below Action items, when the meeting raised ideas that are not action items yet, a separate Seeds List appears. The meeting AI pulls these out automatically while it writes the recap. Each one has its own + Seeds button that plants it into the Eagle's Nest Seeds area (see below) so it is not lost, even though nobody is ready to act on it yet. A Summary format box lets you edit the instructions the AI uses to write the recap — change it once and it is remembered for future meetings too. A search box at the top of the War Room page finds a past meeting by topic or by words that were actually spoken in it. Every meeting card with a transcript also has an Ask this meeting box. Type a question, or tap the microphone and speak it, and the AI answers using only that meeting's transcript — it does not pull from anywhere else, so the answer reflects what was actually said. Each question and answer stacks up as an inline Q&A list on the card and now saves permanently, and each Q&A has its own delete button, so you can check "what did we decide about X?" without replaying the recording. Use the Refresh button (top right) if a brand-new meeting has not appeared yet; meetings also update on their own as they finish processing. The War Room tab no longer breaks on mobile. <h2 id="permit-scoring-an-ops-view">Permit Scoring (an Ops view)</h2> Permit Scoring is one of the buttons on the Ops bar (List / Permit Scoring / Armory). It is a tool for checking how hard a local permit office (AHJ) is to work with, using the same scores you see on each lead. Each jurisdiction is a card you can expand for the details behind its score. Clicking a county on the Ops map (see below) jumps here and opens that county's card automatically. The whole Permit Difficulty by Jurisdiction panel is now collapsible: click its header to fold or unfold the county cards. It auto-expands when you click a county on the map, so the card you just focused is visible right away instead of you needing to scroll and open it by hand. <div class="pagebreak"></div> <h2 id="recruit-demo-sidebar-walkthrough">Recruit Demo (sidebar walkthrough)</h2> The Recruit Demo screen is a guided walkthrough designed for recruiting conversations. Use it to show a prospective door knocker exactly what happens to a lead from the first knock all the way through to a closed deal. It runs entirely on built-in sample data. No real leads or client information are used, so it is completely safe to open in front of someone outside the company. <h3>How to use it</h3> <ol> <li>Click Recruit Demo in the left sidebar.</li> <li>The walkthrough starts on the first step automatically.</li> <li>Move through the steps by clicking the Next and Back buttons, or press the right and left arrow keys on your keyboard.</li> <li>On the final screen, you will see an earnings comparison with editable numbers. Type in figures that match what you want to show the recruit.</li> </ol> <div class="callout"> Before you show this to anyone: The earnings numbers are editable on purpose, but they should reflect realistic figures. Lock the numbers with Dave before using the Recruit Demo in any actual recruiting conversation. </div> <h3>What the walkthrough covers</h3> The walkthrough is now 10 steps, tracing the full lead-to-close-to-SREC money path: <ul> <li>A rep knocks a door and records a quick voice memo in Intel Capture.</li> <li>The app fills in the lead details from the memo.</li> <li>The rep picks an open calendar slot and books the appointment.</li> <li>The lead moves through the pipeline stages on the board.</li> <li>The deal closes ("On record"), and the earnings comparison screen shows what the rep earned.</li> </ul> Three slides were added after "On record" to carry the story past the close, all the way to the SREC payout: <ul> <li>One click: the contract fills itself in automatically from the lead's details.</li> <li>The whole job: a lifecycle tracker follows the job from signed contract all the way to switched-on.</li> <li>The bonus: an editable Illinois SREC calculator that uses the real current Illinois Shines block price (ComEd Small DG, $80.77 per REC, plus the $20 customer-owned adder, Program Year 2026-27) to show the per-deal SREC dollars.</li> </ul> All of it, including the three new slides, runs on local sample data only. <div class="pagebreak"></div> <h2 id="intel-capture-mobile-door-knocker-app">Intel Capture (mobile door-knocker app)</h2> Intel Capture (formerly "Field Tool") lives as a sub-tab at the top of the Recon screen (it is no longer its own left-menu item). It is a mobile screen built for door knockers in the field. It lets a rep log a new knock, fill in lead details using a voice memo, and book a real appointment slot, all from their phone in under two minutes. The /field tool can be installed to the rep's phone home screen so it opens like a regular app (no app store needed). Ask your admin for the install steps. On a phone, the left menu has a big red circle record button at the top. Tapping it jumps straight to Intel Capture and starts recording immediately, so a rep can log a knock in one tap. <div class="callout"> Setup required: Before anyone can use /field, the admin must apply the <code>field_knocks</code> database table and make sure the appointment-booked workflow is active in GHL. If either is missing, bookings will not go through. </div> <h3>How a knock works, step by step</h3> <ol> <li>On your phone, open Intel Capture and tap New Intel.</li> <li>Tap the microphone and record a short voice memo. Say the homeowner's name, address, and anything else that matters (for example, "Maria Garcia, 142 Oak Street, she is interested in a phone call next week").</li> <li>Tap stop. The app sends the memo to an AI that reads it and fills in the lead's name, address, and notes automatically.</li> <li>Check the filled-in details. Fix anything that is wrong, then tap Confirm.</li> <li>The app shows only the real open slots on Dave's calendar. Pick one that works for the homeowner.</li> <li>Tap Book. Done.</li> </ol> <h3>What happens after you book</h3> <ul> <li>A new GHL contact is created for the homeowner.</li> <li>The appointment is added to Dave's calendar.</li> <li>The contact is tagged appointment-booked in GHL, which triggers the GHL confirmation, no-show follow-up, and close workflows automatically.</li> <li>The knock is saved to the dashboard so it is not lost if you lose signal.</li> </ul> Below the knock screen is a team Leaderboard and Recent activity feed. A single Clear leaderboard & activity button wipes both (it asks you to confirm first, and it cannot be undone). <div class="tip"> No signal? The app saves your knock locally first, then syncs when you are back online. Do not close the app until you see "Saved" on screen. </div> <div class="pagebreak"></div> <h2 id="recon">Recon</h2> The Recon tab (formerly "Canvassing", and "Market Domination" before that) is the door-knocker command center. It opens on its Ground War sub-tab (formerly called "Canvassing"), which gives the team a single place to track canvassing performance, manage field leads, map target neighborhoods, and access the tactical playbook - its sub-views are described below. Recon also holds Intel Capture and Import Intel as sub-tabs. <div class="callout"> Real vs. demo: The real dashboard shows only real data. The live tabs are War Map, HVT, and Tactical. KPI and Wins also appear but are zeroed out (full layout, no numbers) until field and sales data are connected. The sample-only tabs and pins live in the separate demo version of the dashboard, so nothing you see here is made up. </div> <h3>KPI</h3> Shows the activity and conversion numbers for the door-knocking operation (this tab was renamed from "Door Knocker"). Key metrics include doors knocked, appointments set, close rate, and revenue per hour. Use the toggle at the top to switch the time window between Daily, Weekly, Monthly, and YTD (year to date). In the real dashboard this is present but zeroed out until field data is connected. <h3>Wins</h3> A per-rep scorecard (this tab was renamed from "Salesperson", then "Scoreboard"). Shows each door knocker's numbers side by side so you can see who is performing and where coaching is needed. Click any column header to sort by that stat. In the real dashboard this is present but zeroed out until sales data is connected. <h3>Lead Intake</h3> The field lead form and a status pipeline that tracks every field lead so nothing falls through the cracks (a "no lead dies" rule). This tab appears in the demo version only. <h3>War Map</h3> A map plus a list of target neighborhoods (this tab was renamed from "Territories"), with utility flags (which provider serves the area) and opportunity flags (how promising it is for solar). On the map: <ul> <li>Your existing customers show as house pins, colored by type: purple = commercial, green = residential. A gold ring means a referral target.</li> <li>Pipeline leads show as colored dots (hot / warm / cold); the single hottest lead wears a HOT LEAD badge and is always visible. The Leads legend also has nested source chips, a parent (Knocked / Internet) with child sub-sources underneath, so you can filter which leads show on the map by where they came from, matching the Kanban filter chips described in the Air Raid board section above.</li> <li>Owner pins (your business locations) show as a blue house-pin icon.</li> <li>When lots of pins sit close together they group into a numbered cluster bubble; zoom in (or click the bubble) to split them apart. This keeps the map fast to pan and zoom.</li> <li>Click the Sync map pins refresh icon once to load your customers onto the map (it spins while it works).</li> <li>Like every map in the dashboard, it is a smooth 3D globe with a Street / Satellite / Hybrid switcher on the map.</li> </ul> Clicking any pin opens a redesigned popup card: it fades in, sits directly above the pin with a small downward tail pointing at it (so it is clearly tied to that pin), and fades out when you close it. It shows the address and the key details for that pin, and applies to every pin type - leads, customers, reviews, owner locations, and high-value targets. A Labels toolbar sits near the map. Its labels (a Knockbase-style set like Banger, Hot Prospect, Not Home, Renter, and more) are laid out in two columns with large, glossy gradient icons. Pick a label, then click any spot on the map to drop a colored pin there. Pins are saved and stay put the next time you open the map. Click a label's eye icon to show or hide just that label's pins. Edit label set lets you add, rename, recolor, or delete labels. Click an existing pin to relabel it, add a note, or delete it. A Layers box (a collapsible accordion - tap "Layers" to open or close it) gathers the map's overlays: AHJ, Parcels, Businesses, Owner pins, and High-value targets. The check box at the top of the box turns every layer on or off at once, and each still toggles on its own. On desktop the box sits at the top of the map, just left of the full-screen button; on mobile it sits in the lower-left corner and opens upward. A blue labeled Hide icons / Show icons pill, centered along the bottom of the map, hides or shows the map's pins so you can see the streets underneath. The High-value targets layer pins your dairy-farm and manufacturer prospects (indigo pins with a farm or factory icon). Turn it on in the Layers box, then click Geocode prospects once to place them on the map (approximate, by business name + city). Click a pin for its popup: business name, a Farm or Manufacturer badge, street address, owner, phone, and email (anything missing is labeled "Not on file"), plus an estimated kW system-size range, an estimated monthly electric bill, and any permits on file. Those last three come from editable fields on each prospect (Usable roof sq ft, Est. monthly bill, Permits); anything left blank shows "Not gathered". On the Street base map, business labels are clickable. Click one to open a research card with the business's name, address, phone, website, and rating, plus a Generate solar prospect brief button that writes an AI commercial/ag solar assessment in SPM's voice. A Find businesses near here button, in the address-search pin and in label pins, scans that spot on demand for the best-fit commercial, industrial, or agricultural prospects nearby and drops clickable business pins on the map. Each city card also has a Why this score accordion. Open it to see the reasoning behind every part of the score — utility, home value and age, solar, battery, EEP, HVAC, storm/hail, and nearby commercial — with links to the methodology sources (NREL PVWatts, Illinois Shines, ComEd net metering, and NOAA Storm Events), so you can explain exactly why a town ranks where it does. In the demo version the map shows fictional sample pins only (no real customers or leads), and the Sync button is hidden. <h3>Tactical</h3> The reference library for door knockers (this tab was renamed from "Playbook"). Contains: <ul> <li>Door scripts for opening conversations at the door.</li> <li>Lead scoring guide using an A/B/C/D system so reps can quickly rate how interested a homeowner seems.</li> <li>Daily scorecard for reps to track their own numbers each shift.</li> <li>Draft commission model showing how rep earnings are calculated (mark as draft; confirm the final numbers with Dave before sharing with reps).</li> </ul> <h3>HVT</h3> A targeting board for commercial and agricultural prospects (this tab was renamed from "Commercial"; built from the DeKalb-area research). Colored tiles show the totals split into hot / warm / cold, "top targets to call first" appear as cards, and a searchable, sortable table lists every prospect. Click a row to expand its full detail: product fit, buying signal, notes, contact info, and source links. A Tactical & guardrails panel holds the outreach approach and the do-not-cold-call list of national anchors. Click Load starter prospects once to seed the list. The Anchor targets and Prospect list sections are collapsible — click a section header to fold it away and keep the page short. Each prospect card shows the business's phone and email with one-tap Call, Text, and Email buttons, so you can reach out without leaving the page. Existing customers are kept out of the targeting list so you never cold-call a business you have already sold. Those accounts instead appear in an Existing commercial & ag customers panel, which doubles as a referral engine and a look-alike profile (the traits that make a good next target), built from the SREC export. <h2 id="the-ops-command-center">The Ops command center</h2> Ops is where every sold project is tracked from signed contract all the way to the final inspection. It is built around Dave's Safe Harbor work. Add a project with the Add customer button (top right) - it creates the record and opens its panel right away so you can fill it in; if something goes wrong it shows the error instead of failing quietly. <h3>The Ops bar and the map</h3> One bar switches the whole Ops screen between three views: <ul> <li>List - one row per customer. The leftmost column is a segmented progress bar: the eight lifecycle milestones (IL Shines, Part I, Part II, Interconnection, Permit, Engineering, PTO, SREC), each in its own color, fill in as the project advances. A faded segment is in flight and a red segment is blocked; hover any segment to see that milestone's status. A pin icon and a documents icon sit before each name: the pin keeps that customer sorted to the top of the list (click again to unpin), and the documents icon opens that customer's documents (its colored dots match the document category colors described below). A Job Type column marks each job as Roof Mount, Ground Mount, or Both from a dropdown on the row. Click any column heading to sort (including the read-only DC:AC Ratio) - a plain click still sorts. Drag a column's header to reorder it, and drag a column's right edge to resize it. A Row height slider sizes every row at once, or drag a single row's bottom edge to size just that one. A search box filters by name, address, type, utility, or account number. Each row's action buttons now live together in their own Toolkit column. Click Details to open the full customer record.</li> <li>Permit Scoring - how hard each local permit office (AHJ) is to work with (see its own section above).</li> <li>Armory - the parts sourcing directory (see the Armory section below, formerly "Parts Sourcing").</li> </ul> Above every view is a collapsible strip (click the header to open or close it). The map takes the left half: it shades Illinois counties by permit difficulty (green easier, orange moderate, red harder) and shows a pin for every customer. Click a pin to open that customer; click a county to jump to Permit Scoring and expand that county's card. On the right half is an animated portfolio donut that charts your Ops customers - use its toggle to slice the portfolio by Stage, Type, or Safe Harbor. Every map in the dashboard (this one, the lead and Air Campaign maps, the War Map, and the Armory distributor map) is now a smooth 3D globe: zooming is continuous instead of stepped, and a Street / Satellite / Hybrid pill switcher sits on the map. Everything else works the same as before - pins, popups, the county permit-difficulty shading, pin clustering, fullscreen, and drag-to-resize. <h3>The customer Details drawer</h3> Click Details on any customer to open a side panel with everything about that project. It is organized into tabs so you see one group at a time instead of one long scroll: <ul> <li>Overview - an at-a-glance summary: checklist progress, lifecycle status chips (including color-coded Install and Inspection chips in the At a glance row), a large segmented lifecycle progress bar (the same eight color-coded milestones as the list view - hover a segment for its full status), any alerts, and the Safe Harbor 3-way alignment card (Illinois ABP vs. Builder Prime contract vs. Podio engineering).</li> <li>Customer and System - identity/utility and equipment/production details. The System tab also has Arrays (PVWatts by array) - list each roof plane or ground-mount section with its DC size, tilt, azimuth, and PVWatts kWh/year, and the combined total sums automatically (per Dave's ABP process) - and Additional meters / systems, where each extra electric meter becomes its own Illinois Shines / ABP system with its own meter/account, interconnection stage, Illinois Shines job-status milestones, and arrays. (Annual production and PVWatts are one merged field, since they are the same figure.)</li> <li>Lifecycle - every stage status plus the next step, owner, what's blocking, and what changed. It also holds two physical-work tracks that are separate from the paperwork and permit stages: Install (Not scheduled / Scheduled / In progress / Installed / Blocked) and Inspection (Not scheduled / Scheduled / Passed / Failed / Re-inspection needed). Both also show as color-coded chips in the Overview tab's At a glance row.</li> <li>SREC $ - contract amount and the Illinois Shines money figures.</li> <li>Checklist - the Safe Harbor items, each with a checkbox, an owner, and a due date so every piece of paperwork has an accountable person and a deadline. Each item can also attach one of the customer's uploaded documents: upload the file in the Documents tab first, then pick it from the item's + attach dropdown. The item then shows a clickable file link (with a detach button), so the proof sits right next to the requirement.</li> <li>Documents - upload and Extract Data from the customer's files. (The old "Compare sources" button was removed - the Extract all flow already flags discrepancies between documents.)</li> </ul> Each field flashes a small Saved when you change it. Drag the drawer's left edge to make it wider or narrower (it stops at the left menu so the nav stays visible, and the width is remembered). Close the drawer with the X or the Esc key (clicking outside no longer closes it, so you can't lose your place mid-edit). <h3>The Safe Harbor file (documents)</h3> <ul> <li>Upload one or several documents at once (signed contract, deposit proof, engineering, utility bill, PVWatts, panel spec, SREC estimate, and more) - each is kept as its own entry. You can also drag and drop files onto the panel or paste a screenshot. Files go straight to secure storage (up to 20 MB) and stay until you delete them. Pick a Type and a Source (Podio, Builder Prime, Illinois Shines, PVWatts, or Carbon Solutions) before uploading. Upload and Compare sources are gradient buttons.</li> <li>Five color-coded key categories - Engineering (also called Podio or the Plan Set), PVWatts, Carbon Solutions, Illinois Shines (also called ABP or the Disclosure), and the SPM Contract. Each category has its own drag-and-drop upload box in its own color, labeled in full with its other names so you always know which box a file belongs in. File links and the document dots in the Ops list match each category's color. The SPM contract and the disclosure show a signed / unsigned status, and the PVWatts box shows the annual kWh read from the document.</li> <li>Version labels - engineering plan sets and change orders carry an editable version label (for example "V5" or "CO2") so revisions are easy to tell apart. There is also a dedicated Change order document type.</li> <li>Paste text instead of a file: paste it into the box, pick a source, and Save it to the customer so it shows in the document list.</li> <li>Extract Data - click this on any document or pasted text and the AI reads it and proposes values. You review and pick which to keep before anything is saved. Values that match what's already saved are flagged Same as current or Similar to current (it understands number formatting like 9.680 vs 9.68 and address capitalization/abbreviations) and are left unchecked so you don't re-apply the same thing. Nothing is written without your approval.</li> <li>Compare sources - reads each source's documents and shows a side-by-side table. Where the sources disagree, the row turns red. When the documents are dated, the most recent one is treated as the source of truth (shown in green) and you can accept it with one click.</li> </ul> <h3>Where each value came from (source pills)</h3> When you accept a value from Extract Data or Compare sources, the field gets a small colored pill showing its source - green for Podio, orange for Builder Prime, yellow for Illinois Shines - plus the document's date. Several pills mean several sources agreed. If you type over a field by hand, its pill clears, because you are now the source. <h3>Generating a contract</h3> You can generate the SPM solar agreement PDF straight from a customer, in two places: the pen-and-paper icon in the customer's row in the Ops list, and a Generate contract button in the customer detail drawer. Both open the same contract window. <ul> <li>Auto-fill from documents - click this button and the AI reads all of that customer's uploaded documents and fills in the contract's remaining fields for you. Each auto-filled field shows a small from: [document] note so you know where the value came from. It only fills blank fields, so it never types over something you already entered; if a document disagrees with a value you typed, it shows both and lets you pick.</li> <li>Missing fields are highlighted - any field still empty is ringed in amber with a "needs input" label, and a counter at the top tells you how many fields still need input. Any auto-filled value that reads "TO CONFIRM" is now treated as blank too, so a placeholder never rides into the contract - it gets ringed and flagged "needs input" just like an empty field.</li> <li>Exclude - each field also has an Exclude toggle. Excluding a field leaves it out of the required-fields check and makes it print as N/A in the final contract. Use this for fields that genuinely don't apply (for example Trenching on a roof-mounted system). A note in the window explains this.</li> <li>Your work is saved as a draft - everything you enter or auto-fill is kept as a saved draft for that customer until you actually generate the contract, so you can close the window and come back later without losing anything. Clear all fields wipes the draft and starts fresh (it asks you to confirm first).</li> <li>Generate - the Generate contract button stays greyed out until 100% of the fields have input, either filled in or excluded, so a contract can't be generated with blanks. Choose New revision (a new version of the same agreement) or New contract (a brand-new agreement), then generate. You get a versioned PDF with a download link.</li> <li>Contract history - every version is listed with a status. The live one is marked Current. You can mark a version Sent, Signed, or Void; once a version is Signed it locks and can't be changed - generate a new version instead.</li> </ul> <h3>Starting a customer over (Danger zone)</h3> At the bottom of the Details drawer, Clear data blanks every tracked field, status, and the checklist but keeps the customer, their Builder Prime link, and their documents. Clear data + documents does all that and also permanently deletes the customer's documents and pasted text. Delete customer removes the entire customer (and its documents) from Ops. All three ask you to confirm first and cannot be undone. <div class="pagebreak"></div> <h2 id="armory">Armory</h2> The Armory tab (formerly "Parts Sourcing") is an editable directory of the materials you buy, so the team has one shared, trustworthy place for "where do we get this and what's the part number." It is organized in three layers: industry (for example Solar or Windows), then category, then subcategory. Each part row holds a supplier, a part number, and a link to the product page. <ul> <li>Add, edit, or remove any part. Edits save on their own as you type.</li> <li>Search across everything, and filter by industry to narrow the view.</li> <li>Click a part's link to open the supplier's page (only real web links open, for safety).</li> <li>The first time the tab is empty, click Load starter parts to seed it.</li> </ul> At the top is a photo carousel - a horizontal, scrollable row showing every part's picture (or a colored placeholder until a photo is added). Give a part a photo by pasting an image URL into its Photo field, or use the small camera button on its carousel card. This replaces the old parts overview chart. <h3>Suggested distributors</h3> A reference panel lists suggested suppliers with a short rationale for each - why that distributor fits SPM's work - so you have a starting point when a part has no supplier assigned yet. These are suggestions to consider, not accounts that are already set up. Next to the list is an Illinois distributor map with a pin for every verified branch, colored by category. Click a distributor's card and the map pans to its branch and opens a contact popup (name, address, phone, email) with one-tap Call, Text, and Email buttons. National channels with no Illinois branch are listed separately, so you still have their details even though they have no pin. Like every map in the dashboard, it is a smooth 3D globe with a Street / Satellite / Hybrid switcher. <div class="pagebreak"></div> <h2 id="eagle-s-nest">Eagle's Nest</h2> The Eagle's Nest tab (formerly "Executive Overview") is the screen you land on when you sign in. Its Overview sub-tab shows company-at-a-glance metrics and your running team to-do list and knowledge log; it also has a Intel sub-tab and a SOP sub-tab (this guide, in-app). Everyone on the team sees and can edit the same to-do list. Your Taskers (the team to-do list) now sit in a collapsible bar pinned to the very top of Eagle's Nest, showing how many are active; click it to expand or collapse. Every other box on the page (Dialer KPIs, Ops status, Air Raid status) is also collapsible - click its title to fold it away - and they all start open. Only the main stat tiles stay fixed. The setter KPIs and the Recent Calls log are now combined into one box called Dialer KPIs (renamed from "Recon KPIs"): this week's dials, answered, qualified, and booked counts plus answer %, book/dial, and dials/appt on top, with the recent-dials feed below. There is also an Ops status card: an AI-written summary of every active project (overall health, the biggest bottlenecks by name, and highlighted Action items). Click Refresh on a card to regenerate its summary. <h3>Taskers (drag-and-drop Kanban)</h3> Taskers is now a full drag-and-drop Kanban board instead of a plain list. Drag a card from one column to another to change its status (or its priority, depending on how the board is grouped - see below). <ul> <li>Add a to-do - type it in the box at the top and press Add (there's a microphone button to dictate it too).</li> <li>Group by - a toggle switches the columns between Status (Open / In process / Completed) and Priority (High / Medium / Low).</li> <li>Sort - a second toggle orders the cards inside each column newest-first or oldest-first.</li> <li>Priority dot - every card shows a small colored dot for its priority (red for high, amber for medium, gray for low), so when you are viewing by Status you can still tell priority at a glance; when grouped by Priority, cards sort high to low, then newest first.</li> <li>Label and Category chips - open a card to set an optional personality Label (Immediate, Urgent, Important, Fun, or Circle Back) and a Category (Solar, Vision, Team, or Ops). Both show as small chips on the card.</li> <li>Edit after posting - click a to-do's title or the pencil icon to change its title and details at any time.</li> <li>Details - a to-do saved from AI research keeps the full answer as its details; click Show details to read it.</li> <li>Remove - the trash icon deletes a to-do (it asks first).</li> </ul> The fastest way to fill it: in the Comms tab's chat, when a voice note's AI research proposes a plan, click Approve and it lands here as a to-do automatically. A meeting's Action items in the War Room Debrief can also be sent here with one click (see the War Room section above). <h3>Seeds (Solar Seeds)</h3> Above the Taskers board is a green Seeds area (borrowed from Priscilla's "Solar Seeds" idea). Use it to capture a raw idea you are not ready to act on yet: type it into the Plant a seed box. When a seed is ready to become real work, click Promote to turn it into a Tasker on the board below. Seeds can carry the same optional Label and Category chips as Taskers, and a meeting's Seeds List in the War Room Debrief can also be planted here with its own + Seeds button (see the War Room section above). <h3>To discuss next meeting</h3> Any Tasker or Seed can be flagged with the amber flag icon to mark it for the next War Room meeting. Everything flagged shows up in a To discuss next meeting panel at the top of Eagle's Nest, above the Taskers bar. This panel stays visible even when the Taskers bar itself is collapsed, so the agenda for the next meeting is never hidden. Once the team has covered an item, click Done discussing to remove it from the panel (this only removes it from the agenda, not from Taskers or Seeds). <h2 id="good-habits">Good habits</h2> <ul> <li>In Ops, turn on the Needs attention filter first so nothing stalls Safe Harbor.</li> <li>Work the leads with green and yellow borders first. Do not let them turn red.</li> <li>Reach out fast. New leads are easiest to reach in the first few minutes.</li> <li>Score the roof before a call so you know what you are working with.</li> <li>Add a quick note after every call so the next step is clear.</li> <li>Always sign out when you are done on a shared computer.</li> </ul> <h2 id="word-list">Word list</h2> <table> <tr><th>Word</th><th>Plain meaning</th></tr> <tr><td>Dashboard</td><td>The website you log into to manage leads.</td></tr> <tr><td>Lead</td><td>A person who might buy. One card on the board.</td></tr> <tr><td>Pipeline</td><td>All your leads, shown as columns.</td></tr> <tr><td>Stage</td><td>One column. Shows how far along a lead is.</td></tr> <tr><td>Tag</td><td>A small label that groups leads.</td></tr> <tr><td>Super-tag</td><td>A one-click product filter (like Windows or Heat Pump) that stands in for several GHL tags at once.</td></tr> <tr><td>Dialer queue</td><td>The set of leads tagged for GHL's power dialer to call next.</td></tr> <tr><td>GHL</td><td>GoHighLevel, the system that stores your contacts.</td></tr> <tr><td>AHJ</td><td>The local permit office. "Permit difficulty" is how hard it is.</td></tr> <tr><td>Solar roof score</td><td>A 1 to 10 grade of how good a roof is for solar.</td></tr> <tr><td>SOP</td><td>Standard Operating Procedure. A step-by-step guide, like this one.</td></tr> <tr><td>Dialer</td><td>The phone app built into the dashboard for placing and handling calls (found under Air Raid > Dialer).</td></tr> <tr><td>Voicemail</td><td>Where unanswered inbound calls land, as a recording with an automatic transcript.</td></tr> <tr><td>AI Caller</td><td>The tool that lets the AI place calls on its own instead of a person.</td></tr> <tr><td>Disposition</td><td>The outcome you pick after a call, like Booked, Qualified, or DQ.</td></tr> <tr><td>SREC</td><td>Solar Renewable Energy Credit. A payment tied to the electricity a solar system produces, part of the Illinois Shines program.</td></tr> <tr><td>Missing Industry</td><td>A red chip on a lead card meaning no product could be detected. Classify it by hand instead of it defaulting to Solar.</td></tr> <tr><td>Fixr / SolarReviews</td><td>An outside lead source that can send leads straight into the dashboard, already tagged with a product.</td></tr> </table> Questions about the dashboard? Ask your admin. This guide can be re-downloaded anytime from the SOP button in the left menu. SPM Command Center Guide · Version 3.8 · Updated July 16, 2026 </body> </html>

SPM Command Center

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Version 3.8 · July 16, 2026 · Current

Version 3.7 · July 14, 2026

Version 3.6 · July 13, 2026