The Pulse
Operations workspace
Preview mode — no sign-in
Use sample information only. Changes are stored on this device, not in Supabase. Real business records remain protected.
Cloud storageChecking for an existing secure session…
Cloud transfer is optional and requires an authenticated Supabase session. Preview data is never uploaded automatically. Use Set / reset password to establish a password. Recovery emails must return to this app, not localhost.Estimator V2Open EV2 workspace →
Source-based EV2 migration preview with project checklists, scope budgets, and proposal fields.Dashboard
Daily CRM action list
Shows due and overdue lead follow-ups. Complete or reschedule without leaving the dashboard. Reminders appear only when you open The Pulse.
Follow-up rule settings
Applies when you save a new lead, change a lead to Estimate Sent, or complete a site visit. Existing dates are never overwritten.
Upcoming follow-ups
Upcoming CRM appointments
CRM pipeline insights
Recent leads
Leads
Website inquiry intake
Import an exported website inquiry JSON file. Review duplicates before saving. This does not connect the live website yet.
Sales inbox
Open leads needing attention. Filters use the records and follow-up dates already saved in this preview.