Sales Dashboard
View leads, appointments, proposals, and revenue performance at a glance.
Search Customer
Locate customer profiles and interaction history using ServiceMinder API.
Customer Stats
Analyze month-wise customer growth and demographics from local database.
Owners Report
Analyze sales performance (subtotal) per owner by month.
Sync Sale Data
Fetch latest proposals from ServiceMinder and sync to local database.
Upload Customer Data
Import customer records from CSV and sync with the local contacts database.
Upload Appointments Data
Import appointment records from CSV and sync with the local appointments database.
Upload All Proposals
Import full proposal data from CSV and sync with the all_proposals database table.