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Your sample general contracting dashboard

The contractor sees the next action immediately.

New2

Contacted1

Scheduled3

Won4

Scheduled

Avery Patel — Home addition consultation

Fictional general contracting inquiry

Phone: 402-555-0100
Job address: 123 Example Lane, Omaha, NE 68102 (fictional)

Source

Referral

Appointment

Thursday at 1:00 PM

Next action

Prepare for the home addition consultation appointment. Automatic follow-up has stopped.

Private appointment note (example)

Confirm site access and review the customer’s concern before arriving.