| Priority | Lead | State | Follow-up | Msgs | Calls | Last inbound | Last outbound | Created |
|---|
| Lead | Goal | Invoice | CRM Sync |
|---|
| Created | Lead | Goal | Booking | Delivery Method | Recipient | Status | Delivered |
|---|
Schedule:
Weekly hours
Set when you are typically available for meetings
Date-specific hours
Adjust hours for specific days
Payment Methods
Manage payment methods for Sunrise Home Services.
Billing History
View your past invoices and payments.
| Invoice | Amount | Status | Date | Paid | Actions |
|---|---|---|---|---|---|
| SHS-0044 | $75.00 | Pending | Sep 7, 2026 | - | DetailsView |
| SHS-0043 | $125.00 | Paid | Aug 31, 2026 | Sep 3, 2026 | DetailsView |
| SHS-0042 | $105.00 | Paid | Aug 23, 2026 | Aug 27, 2026 | DetailsView |
| SHS-0041 | $50.00 | Paid | Aug 17, 2026 | Aug 20, 2026 | DetailsView |
| SHS-0040 | $75.00 | Paid | Aug 10, 2026 | Aug 31, 2026 | DetailsView |
| SHS-0039 | $25.00 | Paid | Aug 3, 2026 | Aug 6, 2026 | DetailsView |
| SHS-0038 | $50.00 | Paid | Jul 27, 2026 | Jul 30, 2026 | DetailsView |
| SHS-0037 | $25.00 | Paid | Jul 20, 2026 | Jul 23, 2026 | DetailsView |
| SHS-0036 | $50.00 | Paid | Jul 13, 2026 | Jul 16, 2026 | DetailsView |
| SHS-0035 | $50.00 | Paid | Jun 29, 2026 | Jul 2, 2026 | DetailsView |
| SHS-0034 | $25.00 | Paid | Jun 22, 2026 | Jun 25, 2026 | DetailsView |
| Name | Role | Created | Actions | |
|---|---|---|---|---|
| Maya Ellison | [email protected] | Admin | Nov 12, 2025 | |
| Jordan Price | [email protected] | Admin | Jan 8, 2026 | |
| Sofia Bennett | [email protected] | User | Mar 3, 2026 | |
| Caleb Monroe | [email protected] | User | Apr 21, 2026 |
Create User
Add a new user to your organization
Admins can manage users and access billing. Regular users have standard access.
| Office | Service Area | Leads | Status | Actions |
|---|---|---|---|---|
|
Sunrise Main Office
Default
|
678 zip codes |
9,781 |
Active |
Create Office
Add a new office location for lead routing and scheduling
Service Area
Define the geographic area this office serves. Leads with matching zip codes will be routed to this office.
Add Service Areas
Bulk add zip codes
| Name | Type | Recipients | Actions |
|---|---|---|---|
| Email - Booking Cancelation | [email protected] | ||
| Email - Goal | [email protected] | ||
| Email - In Home Booking | [email protected] | ||
| Email - Virtual Booking | [email protected] |
Create Delivery Method
Configure a new way to deliver lead data to external systems
Optional - a friendly name to identify this delivery method
Payload Fields
Configure the data fields that will be sent. Use shortcodes to include lead data.
| Recording | Preview | Length | Campaigns | Actions |
|---|---|---|---|---|
| Standard follow-up voicemail | Preview |
0:28 | Sunrise Home Services - In Home | |
| Missed estimate callback | Preview |
0:34 | Sunrise Home Services - Virtual | |
| Same-day booking reminder | Preview |
0:22 | Sunrise Home Services - In Home | |
| Virtual consultation intro | Preview |
0:31 | Sunrise Home Services - Virtual | |
| Quote request follow-up | Preview |
0:26 | All campaigns | |
| Second attempt follow-up | Preview |
0:29 | All campaigns | |
| After-hours callback | Preview |
0:24 | All campaigns | |
| Financing question follow-up | Preview |
0:33 | Sunrise Home Services - In Home | |
| Storm damage lead callback | Preview |
0:37 | Sunrise Home Services - In Home | |
| Final courtesy message | Preview |
0:21 | All campaigns |
Add Voicemail Recording
Record, upload, or generate a message to leave when a dial-queue call reaches voicemail
Record a message, upload an mp3/wav file, or generate one with an AI voice. Maximum length: 60 seconds. The message should say who is calling and give a callback number.
Write it the way you would say it. Add delivery cues in square brackets, e.g. [warmly], [excited], [pause], [laughs]. Keep it under 60 seconds when spoken (roughly 120 words).
Campaigns
Optionally link this recording to campaigns. Linked recordings are preferred for leads in those campaigns.
Workflow
Review how availability, booking writes, and CRM sync are routed.
Testing
Send sample availability, booking, and CRM sync events after an integration is connected.
| Name | Status | Source | Out Msg | In Msg | Out Calls | Last Activity | Created |
|---|
Vendor Performance
| Source | Leads | Active Now | Goals Completed | Goal Rate |
|---|
Geographic Performance
| Location | Leads | Active Now | Goals Completed | Goal Rate |
|---|
Portfolio Dashboard
Monitor company performance, completed goals, and response activity across assigned clients.
Leads & Goals
Daily leads added and goals completed over the last 30 days.
Communication Activity
Daily messages and calls handled across the portfolio.
Company Performance
Click a company to drill into its individual report.
| Company | Leads | Goals Completed | Conversion | Median Time | Avg Cost / Goal | Status |
|---|
Assigned Companies
Companies managed by the selected ModBot account manager.
Company Records
Open a company to view its client-level performance dashboard.
| Company | Leads | Goals Completed | Conversion | Last Lead | Avg Cost / Goal | Status |
|---|
Company
Leads & Goals
Last 30 days.
Communication Activity
Messages and calls handled by Mod Bot.
Source Performance
Lead sources contributing to this company's completed goals.
| Source | Leads | Goals Completed | Conversion | Cost / Goal |
|---|