🦅 Eagle Eyes
Live Activity
QBS Sales Manager
Close deals. Chase revenue. Execute now.
Tap mic to speak hands-free
💡 Marketing Tools
📈 Reports
📋 Leads
🔍
Stage
Follow-up
Temperature
Activity
Assigned To
Service / Tag
Source
Website
Buying Timeline
Budget Range
Industry
Location
Created From
Created To
Min Deal Value ($)
Min Lead Score
Quick flags:
👤 Directory
🔍
Status
Person Type
Industry
Location
Website Status
Journey Stage
Service
Company
Added From
Added To
Quick flags:
View:
Filter by service:
👥 Clients
📁 Projects
🔍
💰 Finance
Recent Income
Recent Expenses
Recent Quotes
Upcoming Payments Due
All Quotes
All Income
All Expenses
Recurring & Subscriptions
✅ Tasks
🔎 Lead Finder
Business Type
Location
🕐 Schedule Auto-Search
The CRM will search automatically and show new results next time you open Lead Finder.
Label (optional)
Search terms
Location
How often?
📞
Import from Your Phone Contacts
Pick contacts from your phone — review them here, then add the ones you want as leads
Only works on Chrome/Android mobile
📄
Upload a PDF Business Directory
The AI will scan it and pull out all businesses, phone numbers, emails and addresses automatically
📷
Take or Upload a Business Card Photo
The AI reads the card and extracts contact details automatically
📋 Paste Any Text
Paste text from a website, WhatsApp message, email, Facebook post — the AI will find every contact in it
📈
Upload CSV or Excel File
Supports .csv files exported from LinkedIn, Yellow Pages, Google Sheets, etc.
Columns detected automatically — just needs a Name column at minimum
📝 Bulk Name Lookup
Type or paste business names — one per line. We'll look each one up on Google Maps and fill in their phone, address and website.
🌐 Scan a Website for Contacts
Paste any website URL — a business directory, association listing, government page, etc. The AI will extract every contact it finds.
📲
Add WhatsApp Lead
Quickly log a lead received via WhatsApp
Full Name *
WhatsApp Number *
Service / Job Needed
Location
Notes (optional)
💾 Save Lead Group
Group name
Assign to agent (optional)
📋 Invoices
📥 Dispatch Board
Category:
📚 Knowledge Base
Show:
✏️ Review Service Page
Page Title (shows on Google) *
Meta Description (shows under title in Google)
Main Headline
Intro Paragraph
Body Paragraph (shown on page — good for SEO)
Benefits (one per line)
How It Works (one step per line, format: Step Title: description)
FAQs (format: Q: question\nA: answer — blank line between each)
URL Slug (page address)
Page will be at: welocalpros.com/[slug]/
💬 WhatsApp Reply Draft
✨ Writing reply…
AI-Written Message
Edit it however you like before sending.
✏️ Review Blog Article
Article Title (shows on Google) *
Meta Description
Intro Paragraph
Main Body (sections — format: ## Subheading\nParagraph text\n\n## Next Heading\nNext paragraph)
Key Takeaways (one per line)
URL Slug
Page at: welocalpros.com/[slug]/
Write Article
Title *
Visibility *
Category
Tags (comma-separated, e.g. pricing, realestate)
Summary (1-2 sentence overview shown on the card)
Content (full body — use # for headings, - for bullets)
AI is writing...
Article
📝 Notes
📝
Select a note or create one
👥 Staff
Add Staff Member
👤
Click to upload photo
Leave blank to keep current password when editing.
My Profile
Change Password
🏠 My Workspace
📋 Activity Log
Log Activity
🏆 Leaderboard
👤 My Profile
🏗 Pro Dashboard
📋 Pro Dashboard
Filter:
Sort:
Edit Pro
All pro editing is done in the Pro Profile. Click below to open this pro's full profile.
🏆 Pro Leaderboard
| # | Name | Service | Completion | Jobs Done | Rating | Credits | Status |
|---|
No signed-up pros found.
📋 Applicants — Pending Approval
📊 Pro Network Report
📣 Marketing
Marketing tools coming soon.
?
💲 Pricing
⚡
Quick Quote
Fast phone & WhatsApp lookup
Service Type
👥
Pro Price Lists
📋
Rate Card Management
Managers & Admins
⚙ Settings
Changes save instantly
🏠Company
📋Leads
👤Lead Fields
👥Client Fields
📋Invoices
🛒QBS Services
🛠Pro Services
🏷️Pro Skills
👤Pro Fields
📁Proj. Stages
☰Nav Layout
👥Roles & Perms
💾Backup & Restore
Company Profile
Your business details used on invoices and documents
Company Name
Tagline
Phone
WhatsApp
Email
Website
Address
Logo
Lead Stages (Custom Statuses)
Rename, recolor, or add/delete stages. The first stage is the default for new leads.
New stage name
Color
ⓘ Leads in a deleted stage move to the first stage automatically.
Standard Lead Fields
Toggle which built-in fields show on the Add Lead form
Custom Lead Fields
Add your own fields to every lead
Field name
Type
Dropdown options (comma separated)
ⓘ Custom fields appear at the bottom of the Add/Edit Lead form and are searchable.
Custom Client Fields
Add your own fields to every client profile
Field name
Type
Dropdown options (comma separated)
🛒 QBS Services (What clients buy from YOU)
Add your own service offerings. They appear as checkboxes on leads & contacts — e.g. "QikSites", "Qik Prints", "Social Media Management".
New service name
ⓘ Custom services you add here will appear as extra checkboxes in the Add/Edit Lead form alongside the built-in ones.
🛠 Pro Services (What contractors/providers offer)
Define the trades and services that WLP Pros and contractors offer. These appear as a filter in the Global People Search.
Trade / service name
ⓘ These appear in the Global People Search filters AND as selectable categories in the Inbound Request form. Add any trade here (e.g. Driver, Carpenter) and it will show as a proper option — not "Other".
🏷️ Pro Skills Manager
All skills currently assigned to pros. Rename to fix typos (updates every pro at once), or delete to remove from all pros.
ⓘ Skills are set on each pro's Edit tab. Changes here apply to all pros instantly.
👤 Pro Fields (extra fields shown in Pro KYC panel)
Add custom fields that appear in the Pro Onboarding & Compliance section. They are also searchable in the Global People Search.
Field name
Type
Dropdown options (comma separated)
ⓘ These fields appear in the Pro KYC section when editing a contact & are included in the Global People Search.
Project Stages (Custom Statuses)
Rename, recolor, or add/delete stages shown on the Projects Pipeline board.
New stage name
Color
ⓘ Projects in a deleted stage move to the first stage automatically.
Navigation Layout
Use the arrows to reorder items. Use the dropdown to move an item to a different group.
💾 Backup & Restore
Always export a backup before any update so your data is never lost.
⬇ Export All Data
Downloads a backup file with all your CRM data — leads, contacts, clients, articles, finance, everything. Keep it somewhere safe before every update.
⬆ Restore From Backup
Load a previously exported backup file. This will overwrite your current data — export a fresh backup first!
💡 Best practice: Go here and click "Download Backup" before any update is deployed. Keep the file on your computer. If anything goes wrong after an update, come back here and restore it.
Roles & Permissions
Check or uncheck each permission per role. Admin always has full access.
Invoice Settings
Default values and design for all invoices
Currency
Tax Rate (%)
Invoice Prefix
Next Invoice Number (auto-increments after each save)
Default Payment Terms
🎨 Invoice Design
Header Color 1 (gradient start)
Header Color 2 (gradient end)
Accent Color (totals & links)
Header Style
Header Banner Image (used when style is "Header Image")
ⓘ A dark tint overlay is added so your company name stays readable on any image.
Watermark / Background Image URL (optional — e.g. your logo faded in background)
Invoice Tagline (shown under company name)
Show Colour Preview
🏠 Business Info on Invoice
Edit the contact details shown on every invoice header. Changes here also update your Company Profile.
Company Name
Phone
Email
Website
Address
Invoice Footer / Notes