Able Grant Ops

Able GrantOperations

⌂ Dashboard ＋ Leads 0 ▤ Project Pipeline □ Schedule AI Bid Engine ↗ Referrals ◎ Team $ Billing * Settings

Live workspaceSupabase ready

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Preview dashboard

Able Grant/Dashboard

HomeDashboard LeadLeads ProjectPipeline PlanSchedule BidBids ReferReferrals

New opportunity

Create a lead

First name Last name Phone Email Job address Urgency Job type Lead source

Referral attributionKeep partner credit attached when a customer reaches Able Grant first.

Referral source Referral partnerSave a structured partner link without creating a duplicate referral submission. Find partner submissionOnly unmatched partner submissions appear here.

No matching partner submission applies to this lead.

Choose direct when no partner referred the customer.

Project summary

Lead photosAttach any customer, field, or referral images that help document the opportunity.

Image notes ImagesAttach customer-provided, field, or referral images for this lead.

Referral lead detailsUse this for partner-submitted or partner-attributed leads.

Referral partnerChoose an existing referral partner when available. Partner contact name Partner company Partner email Partner phone Source / referral details Partner notes

Do not type SSN/EIN into notes. Upload tax documents through the secure document upload only.

Alerts

Notifications

Dispatch

Schedule a visit

Project Crew member Start time End time Appointment type Required report Purpose Instructions Materials / tools

Team access

Invite teammate

Full name Email Role

Crew can use assigned work orders, schedule, jobsite intake, and field updates. Admins can access the project pipeline, billing, bids, settings, and team management.

Team profile

My profile

Full name Phone Street address City State ZIP Emergency contact Emergency phone

Role Active account

Team members can update their own contact information. Admins can edit profile details, role, and account status.

Field estimate

Bid intake

Project Intake source Estimated labor hours Contact name Contact phone Contact email Preferred contact Previous quote amount Desired timing Job scope Measurements Existing conditions Customer priorities Customer concerns Previous quotes / competing bids

Safety / site concerns Height / ladder work Electrical Structural concern Water damage / mold Pets / occupants Restricted access Permit / city approval Hazardous materials

Access / parking / utilities Materials needed Tools / equipment needed Permit / inspection notes Risks or unknowns Recommended allowances Photos / filesUse this to take or attach jobsite photos from a mobile device. Photo notes Recommended next step Include this in AI bid context

Client billing

Request payment

Project Invoice type Total project amount Deposit percent Fixed deposit amount Due in days Message

Secure workspace

Sign in to Able Grant

Use your company email to open the live operations workspace.

Full name Email Password