Sender
Phoenix shop
Welcome back, Tom
Live shop performance and action queue.
Last 12 months · month over month
Completed jobs
The current month is month to date; comparisons use full calendar months.
Active work
Quotes
Draft, review, and retrieve project pricing.
| Quote | Customer / project | Vehicle | Readiness | Status | Total | Updated | Actions |
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No quotes yet
Create the first quote to begin building Tom’s reusable pricing history.
Jobber source of truth
Jobber directory
Browse the source address book and properties before linking a quote.
No matching Jobber clients
Try another name, email, phone number, or address.
Unnamed customer
Untitled job
New Life Conversions
21620 N 26th Ave, Unit 150 · Phoenix, AZ 85027
480-841-7337 · info@newlifeconversions.com · newlifeconversions.com
Prepared for
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Vehicle
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Customer & vehicle
New quote
Add the customer and vehicle details.
Pricing controls
Tax
Deposit
Discount
Admin / Other
Scope and pricing
Materials are unit cost × quantity plus markup. Everything recalculates as you work.
Rates: $90.00/h labor · 20% shop markup
| Scope item | Description | Qty | Materialsunit cost + markup | Laborhours @ rate | Total | Opt. |
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Quote reliability
System and pricing checks
Seen with this work in previous quotes
Checks run automatically after the quote is saved.
Checking JobberConfirming the account connection…
Jobber client and property
No Jobber client selected
Choose the exact client and property before creating the Jobber draft.
Record quote acceptanceFreezes the latest saved revision and creates its materials plan.
Progress to invoiceRecords readiness for the existing Jobber workflow. Nothing is created or sent.
Record the actual outcomeComplete this after the job so future comparisons can separate pricing variance from scope change.
Payment terms
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Customer signature
Printed name
Date
Internal only
Costbook
What each type of work needs and what each part costs. The quote tool prices from exactly this, so a correction here changes the next quote.
Loading work types, parts, and completed-work history…
Reusable builds made from work types, backed by completed work.
- Full builds
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- Included work types
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- Optional work types
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No full builds yet. Add one, then choose the work types that belong in it.
Reusable services with linked job history. Pricing needs verified parts, costs, and labour.
- Work types
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- Linked jobs
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- Worth a look
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No work types yet. Add one and the quote tool will use it.
Actual Jobber records with linked work types, parts, and recorded costs.
- Jobs
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- Linked to work types
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- Needs linking
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Parts and current purchase costs. Missing costs stay marked for review.
- Parts
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- Cost recorded
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- Cost needed
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| Part | Category | Unit | Cost | Where the cost came from | Fit hours | Actions |
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No parts yet
Add a part, or refresh the history so past jobs fill this in.
0 open opportunities
Project pipeline
Projects, calls and next steps in one place.
No scheduled follow-ups due
Sourcing reference
Suppliers and purchases
Where New Life buys, and every purchase record behind the costs in the costbook.
Loading suppliers…
Products and purchasing evidence
See where parts came from and what was paid. Review and edit quote costs in Costbook → Parts.
| Part | Category | Purchase evidence | Recorded price | Supplier options |
|---|
No purchase records yet
Records appear here once purchase history is loaded.
Supplier products—
Direct source links—
Price observations—
Purchase records—
| Supplier | Categories | Tracked products | Price evidence | Status | Website |
|---|
No matching suppliers
Try another category or search term. Supplier leads appear after historical source data is refreshed.
AI lead intake
Lead agent
Answer client questions, capture project details, and sync identified callers into the lead pipeline.
Phone & dashboard intake
Answers use NLC business context
Project pipeline connected
Client experience
NLC virtual assistant
Voice tests do not save pipeline leads or change live phone calls. Text chat still uses OpenAI. Switching provider clears this test conversation.
Text ready
Recognized caller with an active project
555 simulation only. No real number is stored and no phone provider is connected.
Common enquiry
Thanks for calling New Life Conversions. How can I help?
0 won jobs
Workshop
Move every approved job from deposit through build, pickup, and follow-up.
Next action per job
Job pipeline
Phone requests awaiting staff
Change requests
Two-way synchronization
Jobber inbound and outbound
Checking Jobber
Confirming the live New Life account connection and permissions…
Review outbound payload previewSimulation — no Jobber write
Lead agent configuration
Lead prompt
Guide how the agent responds and what it asks when a client mentions something specific.
Loading guidance rules…
Select a rule
Choose a rule on the left or add one to control a specific part of the conversation.
Connected website
Website content
Published pages, marketing content, and shared business settings delivered from Supabase.
Supabase is the content source of truth
Public visitors only receive published records. The existing page copy remains in the site as a safe fallback if the database is temporarily unavailable.
Routes
Website pages
| Page | Path | Navigation | Published | Search engines | Updated |
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No website pages
Apply the website content migration to provision the published site records.
Content library
Published sections
| Content | Page / section | Type | Status | Updated |
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No website content
Current HTML will continue to serve until Supabase content is provisioned.
Where the numbers come from
Data & reviews
Refresh the pricing data, and approve the purchase receipts and supplier price changes waiting for a decision.
Read-only learning, human-approved pricing
The assistant can learn from Jobber history without changing it. Monthly checks create a review item; Tom’s baseline only changes after an administrator approves it.
Read-only ingestion
Source data freshness
| Source | Access | Freshness | Last successful sync | Snapshots | Pending | Latest run |
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Ingestion is not reporting yet
Apply the ingestion migration and run a refresh to see Drive and Jobber source state here.
Measured on historical back-test
Back-test accuracy and release gates
Measured on real outcomes
Product price and labor accuracy
Human approval gate
Baseline changes awaiting approval
Not loaded
| Scope | Measure | Current | Candidate | Evidence | Status | Decision |
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No baseline changes waiting
A pricing or labor baseline changes only after enough completed-job evidence or an explicit approval recorded here.
Drive ingestion
Source-file processing
| Source | Supplier | Type | Status | Processing note | Open |
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No source files waiting
All known Drive sources have been classified or extracted.
Human approval gate
Purchase evidence queue
Not loaded
| Product | Supplier / source | Purchased | Qty | Unit cost | Match | Decision |
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No purchase lines waiting
Imported prices only become quote evidence after an administrator approves them here.
Needs a decision
Price review queue
| Product | Supplier | Prior / history | Checked | Match | Status | Decision |
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No price decisions waiting
Changed, uncertain, or failed supplier checks will appear here.
Monthly audit trail
Recent checks
| Month | Status | Checked | Changed | Manual | Failed |
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No checks yet
Run the first supplier-price review when the historical data is loaded.