OFFICE COMMAND CENTER

Today at a glance

LEADS

Recent leads

Search leads

STAFF ALERTS

Lead call pipeline

Status

This view is read-only. It cannot place or re-queue a call.

SETTINGS AND OFFICE TOOLS

Office tools

YOUR ACCOUNT

Change password

This change is optional. Use at least 12 characters.

LIVE OPERATIONS

The office behind every call.

Active calls, Hermes follow-ups, cases, conversations, CRM, nurture, delivery, quotes, and cost — one authenticated operator view over the local ledger.

Loading phone readiness

OWNER OVERVIEW

Today’s Voice OS brief

projection

PHONE DESK

Live calls & transfers

live

OPERATOR QUEUE

Partial leads needing intake

projection

DATA RECONCILIATION

AccuLynx import runs

local ledger

STAFF SECURITY

Auth alerts

local ledger

Repeated failures and lockouts from staff PIN / callback verification. Caller IDs are redacted; secrets never appear here.

JOB PIPELINE

Imported job milestones

RECENT ACTIVITY

Communications

PAIRED EXECUTION

Hermes work queue

local ledger

Open items sort oldest-first. Anything queued longer than 1 hour is flagged. Completing a work item is an internal status change only.

FOLLOW-THROUGH LEDGER

Cases, commitments & dispatcher

local ledger

Actions are internal only and require actor, reason, and evidence. They never send customer communications. Overdue commitments match the 5-minute escalation timer’s picture.

PRIVATE COMPANY RECORDS

Recorded calls & transcripts

local · private

Search the local transcript record. Audio and customer details stay behind office access.

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PRIVATE CONVERSATION INTELLIGENCE

Call recordings, transcripts & customer notes

local · private

Recordings stay off until the approved disclosure and retention policy are enabled. Playback is authenticated and never exposes provider media URLs.

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CUSTOMER 360

Imported customers & jobs

local ledger

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CONSENT-AWARE FOLLOW-UP

Nurture enrollments

local ledger

DELIVERY LEDGER

Phone, email, and SMS communications

local ledger

RETRY & PROVIDER STATUS

Communication delivery jobs

local queue

Failed and dead-lettered jobs are real customer messages that did not go out. Requeue/reconcile are operator actions only — nothing is sent until the live worker gate is enabled.

MULTIMODAL ESTIMATING

Quote intakes

local · private media

REVIEW GATE

Quote drafts awaiting review

Attachments stay local. Drafts cannot be sent from this dashboard; unknown prices are never shown as $0.

SELF-HOSTED ACCOUNTING

Local ERPNext ledger mirror

not yet financial truth

Not yet financial truth. This is a read-only local mirror of ERPNext for office visibility. It does not create or change books, invoices, or payments. See docs/LOCAL_ACCOUNTING_ERPNEXT.md.

Checking the private accounting mirror…

USAGE MATH

Hourly cost comparison

rate-card estimate

These are modeled rate-card estimates (RoofOps vs GHL pay-per-use), not live metered invoices. AI voice on RoofOps assumes Grok OAuth entitlement.

WHAT-IF

Estimate a single call

rate-card estimate

LOCAL COMMUNICATION AUTHORITY

DND, STOP, and unsubscribe preferences

local ledger

Broad blocks override narrower allows. Provider delivery is denied before any external call is attempted.