Agent Control Portal
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Lead Generation · DA Finder

🏗️ DA Lead Finder

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Operations
📋
Quote Follow-Up
AI-drafted follow-up for sent quotes
Live
Draft Message
♿
OT Outreach
NDIS occupational therapist intro emails
Live
Outreach Email
📁
NDIS Doc Package
Generate client modification document packages
Live
Document Package
📊
Weekly Report
One-click business summary for the week
Live
Weekly Summary
📐
Quick Estimate
Scope in, materials + labour breakdown out
Live
Estimate Breakdown
🗂️
Jobs
On-site job intake. Capture client details, scope by trade, attach plans, send to subbies.
New
Open the Jobs workspace to start a new site visit, edit an existing scope, or generate a quote summary.
📂 OPEN JOBS
📨
Enquiries
Inbox of public-form submissions. Auto-scored A–D with full breakdown, statuses, and overrides.
New
Review new leads from the public enquiry form, filter by grade or status, and act on each one.
📨 OPEN ENQUIRIES
➕
Add Enquiry
Internal entry for walk-ins, BNI, phone calls. Skip-to-job mode for confirmed clients.
New
Log a lead that didn't come through the public form. Set initial status and override the grade inline.
➕ ADD ENQUIRY
📊
Pipeline
Kanban board across the lead lifecycle: New → Contacted → Site Visit → Quoting → Won → Lost.
New
Drag cards between columns to update status. Tap a card on iPad to open the full enquiry.
📊 OPEN PIPELINE
⚠️
Safety & Compliance
SWMS, inductions, toolbox talks, incidents, SDS. NSW WHS Reg 2017.
New
AI-drafted SWMS with mandatory human review. Sign on iPad on site. Version-locked signatures.
⚠️ OPEN SAFETY