Customers this month
| Date | Customer | Address | Source | Services | Views | Taps (book/text/call) | Booking request | Follow-up | Status |
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Referral credits
| Earned | Referrer | Code | Friend | Credit | Told them | Used on invoice |
|---|
A credit is earned when you set the friend's job to Job done. Take it off the referrer's next QuoteIQ invoice, then tick Used.
Door knocking
| Rep (last 7 days) | Doors | Talks | Hangers (scanned) | Previews shown | Sold | Talk → sold |
|---|
Door hangers (last 7 days)
Check that every photo was taken from the street: whole front of the house, no people, no close-ups of windows. ⚠️ = the rep's phone was close to the house when they took it. 🖨 Print door hangers
Knock mode homes
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QuoteIQ connection
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Team dashboard
| Person | Visits | Showed | No-show | Texts | Previews | Estimates | Quoted $ | Accepted | Accepted $ | Close | Doors | Talks | Sold |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| … | |||||||||||||
Visits = appointments the person touched (status, text or estimate). Accepted = the estimate's job marked Booked or Done. Doors / Talks / Sold come from Door knock. Work done on the shared crew PIN shows as "Crew".
Move work from to
Team accounts
Each person signs in to the app with their own PIN. Admin = everything incl. this page · Rep = quotes, estimates, texts, Door knock · Crew = previews and My day only (no quoting or texting). The shared crew PIN still works as "Crew".
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Clean up test data
Removes everything from before a date: customer links and previews, appointments whose visit was before the date, door knocking, referral credits. Demos and the homes file stay. In QuoteIQ it deletes only estimates that are still open and belong to the test numbers below; anything accepted or paid, and every real customer, is left alone. Always runs as a preview first.
Before · test numbers
Last 6 months
| Month | Previews run | AI cost | Customer links | Self previews | Views | Booking requests | Booked | Lead → booked |
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Booked = jobs you marked Booked here or in the crew app. Links expire after 60 days, so older customers drop off the table (the monthly numbers stay).