SAMPLE DASHBOARD
Your front office, in one view.
This is what your Marketivy dashboard looks like once Mark starts answering. Names and numbers are examples.
app.marketivy.com/calls
Search calls, leads, jobs⌘K
MARK IS ANSWERINGLIVEAM
TUESDAY, OCTOBER 6
Good afternoon, Alex
This weekNew quote
CALLS ANSWERED
128
+18% vs last week
JOBS BOOKED
41
+12% vs last week
QUOTES SENT
23
+6 vs last week
REVENUE BOOKED
$38,420
+21% vs last week
LIVE CALL · 00:42
(214) 555-0148
DW
Dana Whitfield
Plano · HVAC · Residential
Our AC stopped cooling this morning. Can someone come out today?
MARKI can get a technician to you today. Does 2:30 this afternoon work?
Yes, 2:30 works.
Qualified · No-coolSame dayBooked 2:30 PM
Today's jobs
4 BOOKED
M
5
T
6
W
7
T
8
F
9
S
10
- 9:00AMAC tune-upFrisco · Kim Tran
- 11:30AMWater heater quoteRichardson · Marcus Bell
- 2:30PMNo-cool repairPlano · Dana WhitfieldBY MARK
- 4:00PMPanel walkthroughGarland · Priya Raman
Recent leads
VIEW ALL
LEADTRADECITYSOURCESTATUSVALUE
- DWDana WhitfieldAC not cooling · PlanoHVACPlanoCallBooked$189
- MBMarcus BellWater heater swap · RichardsonPlumbingRichardsonCallQuoted$1,450
- PRPriya RamanPanel upgrade · GarlandElectricalGarlandTextFollow-up$2,300
- TATom AlvarezHail damage roof · FriscoRoofingFriscoWeb formQuoted$8,900
- KTKim TranSpring tune-up · IrvingHVACIrvingCallBooked$129