The master log as one spreadsheet, with the problem jobs already flagged

The cards are built for working one job. Sheet View is built for spotting the one job out of forty that has gone wrong. Tap 📊 Sheet View at the top of See More Leads and every opportunity is one row: date, customer, job number, result, address, city, phone (tap to call), contract, commission, install date and status, payment, miles and flags.

Problem rows are banded so they can't be scrolled past — red needs attention now, orange is one to watch — and each flag says why: sold with no job number, an install date that passed, installed but not funded, rescheduled, or sold with no install date yet. Tap any column header to sort by it, type to filter by name, job number or city, or tap Issues only. Pick the window, from this week to all time.

The ▸ on any row opens that job's own timeline: everything that changed on it, and when. Recent Changes shows the same across every opportunity at once, so you see what moved since you last looked. The office tabs turn the same sheet into the office board (And the rest).

Sheet View: one row per opportunity with result pills, contract, commission, install date and status, problem rows banded red or orange with their flags, and one row opened to show its timeline. — The master log in Sheet View. Customer surnames, addresses, phone numbers and job numbers are obscured on purpose. Tap the image to fill the screen.

Every opportunity on one row, sorted by any column
Red needs attention now; orange is one to watch
Each flag says why: no job #, install passed, unfunded, rescheduled, no install date
Open any row for its timeline, or Recent Changes for every job at once

How you use it

Open See More Leads and tap 📊 Sheet View.
Tap Issues only, or a column header to sort by it.
Tap ▸ on a row to see what changed on that job, and when.
Tap Recent Changes to see what moved across every job.

What it does, step by step

Open See More Leads and tap 📊 Sheet View.
Every opportunity is one row: date, customer, job number, result, address, city, phone, contract, commission, install date and status, payment, miles and flags.
Problem rows are banded red (needs attention now) or orange (watch), and each flag says why: no job number, install date passed, installed but not funded, rescheduled, or sold with no install date.
Tap a column header to sort, type to filter, or tap Issues only. Pick the window from this week to all time.
Tap ▸ on a row for that job's timeline, or Recent Changes for what moved across every job.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Finding the jobs that have gone wrong	30–60 min checking job by job	Banded at a glance
Working out what changed on a job	Digging through history	One tap on the row
Sorting the book by install date or contract	A spreadsheet export	One tap on the header

Typically 1–2 hours a week for a rep with a full book.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A sold job with no job number, or no install dateFlagged on its row until it is fixed.Guesstimate: stuck jobs found the same week
An installed job that never got fundedMarked unfunded on its row.Guesstimate: short paydays caught earlier

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repThe one job out of forty that needs you, found in seconds.
Office & installersFewer jobs that sit unnoticed.
The customerTheir job doesn't stall quietly.
The managerA master log without building one.