Lead overview for Orange Beach, Gulf Shores & Perdido Key
🚤 Welcome aboard — your portal is live
1Open Settings and add your real phone, email, license number, and payment link.
2Set your rates in the Estimator so every quote prices consistently.
3Add your first lead in Leads CRM — website quote forms land here automatically.
4Build your first quote in Invoices and email it straight from the portal.
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📍 Lead Sources
📬 Follow-Up Queue
Leads CRM
Track every prospect from first contact to signed job
Lead
Vessel
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Outreach Center
Personalized message templates in the Gulf Shield voice
Choose Template
Preview & Customize
🔑 Marina Outreach Strategy
1. Get approved-vendor status: The Wharf, Sportsman, Bear Point, Cotton Bayou, Sabine, Pirates Cove.
2. Offer the dockmaster a referral fee — $25–$50 per booked job. Dockmasters know every boat that needs work.
3. Post weekly in local groups: "Orange Beach Boaters," "Perdido Key Community," "Gulf Coast Fishing." Before/after photos convert best.
4. Walk the docks Tue–Thu mornings. Leave a card on chalky hulls. Log every conversation in Leads CRM.
Campaign Manager
Track ad spend, leads, and cost per lead across every channel
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Leads from Ads
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Blended CPL
📣 Campaigns
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Invoices & Quotes
Create, send, and track official invoices and quote documents
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🧾 Invoice / Quote Builder
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Subtotal$0.00
Tax$0.00
Total$0.00
Deposit to schedule$0.00
All Invoices & Quotes
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Job Schedule & Pipeline
See every job's stage, spot idle days early, and track recurring revenue
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Quotes Pending
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Scheduled
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Open Weekdays (14d)
Next 14 Days
Amber = open weekday with no job booked. Set each job's start date and duration in the lead's ✏️ edit window.
🔁 Maintenance Plans — Recurring Revenue $0/yr
Client
Plan Value
Next Service
Monthly wash plans smooth out the Nov–Feb slow season and keep you first in line for the next ceramic job.
Instant Estimate Calculator
Consistent per-foot pricing in two minutes — protects your 40% labor target
Job Inputs
Your Rates — saved to your account
Suggested Price
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Low
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Target
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Projected Job Economics (at target)
Labor budget (40%)$0
Materials & chemicals (12%)$0
Est. hours on the water0
Projected gross profit$0
Business Settings
Company info, payments, service areas, and follow-up preferences
💳 Payments — Get Paid Faster
This link gets added to every invoice and quote email. A free Square link takes ten minutes to set up and gets contractors paid 2–3× faster. Requiring a deposit on ceramic jobs also cuts cancellations sharply.
Company Info
Service Areas
🔐 Account
To add a technician login, go to your Supabase dashboard → Authentication → Users → Add user.