1800 QUOTES

Admin

Install this dashboard and enable alerts for moderation and exception handling.

Leads

See where each customer is up to, whether consent is complete, and whether suppliers are responding.

Suppliers

Check opt-in state, contact readiness, service fit, paused suppliers, and suppliers that must not be contacted.

Supplier Onboarding

Watch which suppliers are being invited, who is waiting, who declined, and who should be left alone.

Directory Enrichment

Track progressive service and suburb scans, next scheduled target, previous run results, and supplier queue creation.

Communications Audit

Review customer and supplier calls, SMS, and email with direction, line, provider, lifecycle, and downstream actions clearly separated.

Quote Review

Check supplier quotes that need approval before customers see them.

Support

Reply to customer and supplier requests quickly, then close the loop.

Settings And Safety Checks

Control whether calls, messages, and emails are live, guarded, or paused.

SMS Preview

Send to -
Confirm link Open link

Business Details

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Supplier Welcome Email Preview

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Lead Moderation

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Retell Payload

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Retell Transcript

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Admin Supplier Call Close-Out

Use this after an admin personally speaks with the supplier. The result is attached to the selected Retell audit item.

Supplier
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Retell call
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Original number
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Open phone dialer

Submitted Quotes

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Manual Onboarding Callout

Admin-only manual callout.

Business
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Lead ID
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Quote request
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Queue row
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Current status
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Original business phone
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This places one manual onboarding call and records callout audit only. Queue state changes must be made separately with the queue state select.

Test Onboard Supplier

Admin-only test workflow. This records test-only onboarding state and must not be treated as production consent.

Business
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Current consent
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Preferred channel
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Delivery ready
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Try App Quote Call

Admin-only app ring test. This sends a supplier app incoming-call notification for the selected lead and does not dial phone, SMS, or email.

Business
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Business ID
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