Harborview Plumbing — Owner Dashboard
Here’s what your system handled. Here’s what needs you. New inquiries from the website chat, the website form, and the AI phone line all land in one place — with a prepared next step waiting for your approval.
Harborview Plumbing is a fictional business created for demonstration. Sample leads below are fictional and are tagged as such.
Approvals waiting for you
The Sales Assistant reviewed each inquiry and prepared the next step. Nothing is sent and nothing is booked until you approve it — you stay in control of every customer message.
Leads
Every inquiry in one list, newest first. Try it: start a chat on the customer website, complete an inquiry, then come back here — your lead appears in this same list on this device and browser.
Appointments
Appointment requests are pending owner confirmation — a request is not a confirmed booking. In a live system, the owner confirms the exact time with the customer before anything is treated as booked. Only requests you approve move to “Confirmed.”
Pending requests
Confirmed appointments
Phone calls
Inquiries that came in through the AI phone receptionist, each with its conversation reference so you can see what was discussed.
Open tasks
Follow-ups the system lined up for you and your team. Mark one done when it’s handled.
Activity history
What the system captured, prepared, and recorded — newest first.
About this demo
What’s real here: leads you create on the customer website appear here for real, because both pages share the same store on this device and browser. Complete a chat or form inquiry over there, and it shows up here.
What’s fictional: sample data is fictional and tagged “Sample (fictional)” wherever it appears. Harborview Plumbing is not a real business.
What’s simulated: owner notifications and any message sending are simulated. Approving a recommendation records your decision and updates the workflow — it does not send real messages in this demo, and no customer is ever contacted without your approval.
Reset demo
Resets the demo to a clean starting state — your test inquiries are cleared and the original fictional sample data is restored.