Overview
Combined SpotWalk system dashboard for lead intake, inspection review, storm zones, sales handoff, and payout flow.
Active review queue
Loading current submission queue...
SpotWalk System Flow Snapshot
A visual overview of how field activity moves from opportunity capture to inspection, sales outcome, and payout visibility.
Field App to Dashboard Connection
The Field App captures submitted leads, photos, scheduled inspection details, badge/profile activity, and payout-related milestones. The admin dashboard gives the company a management view for review, assignment, quality control, inspection movement, sales status, and payout visibility.
Lead Lifecycle Snapshot
A quick view of lead movement from intake through paid or cashed-out work.
Contractor Directory
Search and review SpotWalkers, inspectors / salespersons, admins, and contractor status at scale.
| Name | Role | Company | Status | Last Activity | Badge / Profile | |
|---|---|---|---|---|---|---|
| Workforce directory ready. Connect rep profile data to populate this list. | ||||||
Connected SpotWalk Workflow
The business flow is connected from field lead capture through inspection, agreement, sale outcome, and payout visibility.
Needs Attention
Operational items that may need admin review before a lead can keep moving.
Lead Lifecycle Snapshot
Full lead-to-sale movement from first submission through final payout and cash out.
Active Lead Pipeline
Every active lead with its current lifecycle position and next operational action.
| Lead Code | Customer | Property Address | Lead Type | Assigned Walker | Assigned Inspector | Current Status | Inspection Date / Time | Agreement Status | Storm Value Level | Property Intelligence | Payout Stage | Next Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading active pipeline... | ||||||||||||
Storm Value Engine
Find recent hail and wind opportunity areas, estimate zone value, and prepare payout-zone recommendations.
Process stage dashboard
Follow the lead lifecycle from intake through sale and close.
Areas with most leads
Track where lead volume, approvals, and scheduled inspections are happening the most.
Contractor Account Review
Review new account requests, contractor profiles, verification status, training status, background check status, and activation readiness.
| Name | Phone | Role Interest | City / State | Application Status | Training Status | Background Check Status | Approval Status | Created Date | Profile | |
|---|---|---|---|---|---|---|---|---|---|---|
| New contractor applications will appear here after applicants submit the public account request form. | ||||||||||
Latest leads
Click any lead row to load a full modern lead profile, storm photo review, and handoff workspace.
| Status | Type | Homeowner | Address | Inspection Date | Inspection Time | Zone | Walker | Phone | Pay | |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading leads... | ||||||||||
Inspection
Create or update inspection status for the selected lead.
Earned / Sale
Create or update the earned record tied to the selected submission and inspection.
Lead Lifecycle Snapshot
A focused workspace for lead movement from intake through paid or cashed-out work.
Lifecycle Workspace
Use Lead Review for record-level action. This workspace keeps the pipeline view focused and uncluttered.
Contractor Directory
Search and review SpotWalkers, SpotInspectors, sales contractors, profiles, work history, and support notes.
Contractor Profile
Select a contractor to review profile status, work history, payout visibility, and support notes.
Spot Value Management
Create and manage opportunity spots by storm damage, sales performance, service demand, and market strategy.
Active storm alert
Controls the field-side storm opportunity messaging and recommended focus.
Payout zone map
Use circles for dartboard storm zones or polygons for custom turf boundaries.
Create Opportunity Zone
Search an area, choose the opportunity type, set pay, and activate a storm-value zone without touching map configuration.
Advanced Zone Settings
Existing opportunity zones
Click a zone to load it into the form. Circle and polygon zones both render on the map.
Live rep map
This shows rep GPS on the map alongside payout zones.
Live rep GPS list
Most recent rep location events available to admin.
Homeowner feedback
Track ratings, comments, and follow-up requests tied back to reps and submissions.
Card / callback reporting
Review digital card events, callbacks, and homeowner contact activity.
Cashout buckets
Separate inspection vs sold-job balances for reporting and cashout control.
Payout requests
Review payout requests created by field reps.
Payout review
Load a payout request, review it, and save the review outcome.