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OPERATIONS CRM

Load Shifters CRM

Customers, quotes, jobs, reviews and staff assignments in one operational view.

M

user@example.com Administrator

Customers

0

Open leads

0

Quotes

0

Jobs

0

Pending reviews

0

Needs attention

New and contacted leads that staff should follow up.

No new leads to follow up.

Quotes to move

Draft and sent quotes that may need action.

No open quote actions.

Upcoming jobs

Scheduled jobs and staff assignment at a glance.

No upcoming jobs scheduled.

Recent activity

Latest customer, lead, quote and job activity.

No recent activity.

Add Customer

Create a customer record before adding leads, quotes or jobs.

Customer Directory

Search, review and update customer details.

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Add Lead

Capture a move enquiry and assign it to a staff member.

Customer Name *

Phone *

Email

Source

Status

Move Type

Preferred Moving Date

Preferred Time

Property Type

Rooms

Pickup Address

Pickup Postcode

Drop off Address

Drop off Postcode

Enter both postcodes to estimate distance.

Access Information

Assigned to

Notes

Lead Pipeline

Scan lead status, route details and assignment quickly.

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Quotes

All quotes across all customers. Filter by status or search.

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Jobs / Dispatch

Accepted quotes that have been sent to the dispatch team.

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Reviews Moderation

Approve or reject website text and voice-note reviews. Approved reviews only appear publicly when customer consent is true.

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User Access

Approve staff accounts, change roles, and disable access without deleting the Supabase Auth user.

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Email Automation Settings

Admin-only controls for the follow-up email automation.

Health

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Welcome Emails

Loading welcome email setting...

Automatically send one welcome email to newly created customers with a valid, non-disposable email address. No existing customers are emailed on enable.

Test Mode

Off — production timings

ON → 30 sec / 2 min / 2 min. OFF → 30 sec / 3 days / 5 days.

Invoice Template

These values are used on every new invoice. Existing invoices keep their current layout until edited manually.

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Invoice HTML Template (Advanced)

Edit the full HTML structure below. Use {{placeholder}} tokens for dynamic values. Leave empty to use the built-in template.

View available placeholders ({{...}})

Company {{company_name}} · {{company_contact_html}} · {{payment_terms}} · {{payment_methods}} · {{footer_note}}
Invoice {{invoice_number}} · {{invoice_date}}
Customer {{customer_name}} · {{customer_email}} · {{customer_email_html}} · {{customer_phone}} · {{customer_address}} · {{customer_address_html}}
Job {{move_type}} · {{move_date}} · {{property_type}} · {{distance}} · {{van_size}} · {{staff_required}} · {{loading_time}} · {{unloading_time}}
Route {{pickup_address}} · {{pickup_postcode}} · {{dropoff_address}} · {{dropoff_postcode}}
Service & Totals {{description_title}} · {{service_summary}} · {{amount}} · {{vat}} · {{total}} · {{total_label}} · {{totals_breakdown}} · {{paid_stamp}}

Email Templates

Read-only preview. Placeholders: {{first_name}}, {{full_name}}, {{customer_email}}

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