DASHBOARD
Overview · Real-time metrics
RECENT LEADS
Last 5PENDING REVIEW
TestimonialsCREDIT APPLICATIONS
Last 5LEADS
Solicitudes de presupuesto · Quote requests
| Name | Phone | Project | Status | Created |
|---|
CUSTOMERS
Active customer base
| Name | Phone | City | Lang | Created |
|---|
CITAS
Visitas técnicas · Installations
| Date / Time | Customer | Type | Address | Status |
|---|
SERVICIOS
Catalog · EN/ES localized
| Service | EN | ES | Base price | Active |
|---|
PRESUPUESTOS
Quotes · cotizaciones · convert to invoice
| # | Customer | Total | Status | Valid until | Created |
|---|
DEVOLUCIONES
Refunds · retenciones · ledger inmutable
| REF # | Invoice | Refund | Retention | Reason | Status | Date |
|---|
FACTURAS
Invoices · cuotas · pagos
| # | Customer | Total | Paid | Cuotas | Status | Due |
|---|
FINANCIAMIENTO
Credit applications · Wisetack · Klarna
| # | Applicant | Project | Amount | Income | Status | Date |
|---|
REPORTES
Billing · Performance · Conversion
QUOTES BY STATUS
PresupuestosINVOICES BY STATUS
FacturasREFUNDS BY STATUS
DevolucionesCREDIT APPS BY STATUS
FinanciamientoTESTIMONIOS
Customer reviews · Moderation queue
| Media | Customer | Rating | Text | Lang | Status | Featured |
|---|
USUARIOS
Team access · Roles
| Name | Role | Active | Created |
|---|
CONFIGURACIÓN
Business · Payments · Integrations
BUSINESS
PAYMENTS
Stripe · KlarnaFINANCING PARTNERS
External lenders
Each lender requests its own documentation at their discretion (income proof, ID, etc.).
The admin only captures the lead → forwards to lender → tracks status.
The admin only captures the lead → forwards to lender → tracks status.