1. Intake Form (Left)
This is where you capture new leads. Fill out the name and phone first.
📍 Location Pin: Use the pin next to the address to verify the shop or home location on Google Maps before you save the entry. This ensures your GPS data is accurate.
📅 Availability: Tap the letters (M, T, W...) to highlight the days this prospect is available for a follow-up.
2. Digital Dialer (Right/Bottom)
A high-contrast keypad designed for field use.
📞 Call Now: Tap to trigger your phone's native dialer. On mobile, it uses your cellular plan. On a computer, it links via Bluetooth to your phone.
Note: The gold text on black display ensures visibility even in direct sunlight.
3. Prospect List (Center)
Your active database for the day.
- 📞 CALL: Tap the green button in the list to immediately call that specific lead.
- 👤 SAVE: Tap to download a Contact File. Open the file on your phone to instantly add them to your address book with their name and "Community Shield" tag.
- 📍 NAVIGATE: One-tap GPS routing. Opens your maps app with the exact address you saved.
4. Admin Controls
☀️/🌙 Theme: Switch between Dark and Soft Light modes depending on your environment.
📥 EXPORT: Downloads your entire log as a CSV file. Do this at the end of every tour to upload the data to your main CRM.
