Dashboard

ATLAS DAILY BRIEF

Good evening, Mike.

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Customers0Total client records
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Open Jobs0Need attention
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Draft Estimates0Waiting to be finalized
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Scheduled0Upcoming work
OPERATIONS

Recent Jobs

MEGAN

Office Assistant

AI
M

Ask Megan to help qualify a lead, prepare customer questions, or draft a natural reply.

CLIENTS

Newest Customers

ACTIVITY

Business Snapshot

Customers

Manage client information, property details, and service history.

Jobs

Track every lead from first contact through completion.

Estimates

Build realistic price ranges with service charges and materials.

Megan AI

A human-first office assistant for customer conversations and lead intake.

M
MeganAll Trades Office Manager
Online
Hi Mike. Select a customer, then tell me what they need help with. I’ll prepare a natural, professional response and the most useful next questions.

Lead Generator

Your own All Trades lead pipeline plus Thumbtack monitoring in one place.

Open Customer Request Form
Total Leads0All sources
New0Need attention
Qualified0Score 65+
Do Not Reply0Includes refrigerant work
ALL TRADES LEADS

Lead Pipeline

OWNED LEAD SOURCES

Shareable Lead Links

Website

/request-service?source=Website

Google

/request-service?source=Google

Facebook

/request-service?source=Facebook

Referral

/request-service?source=Referral

THUMBTACK

Direct Leads & Messages

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Checking Thumbtack connection…
Connect Thumbtack

Incoming Thumbtack webhooks are stored in this same pipeline. Refrigerant-related leads are automatically marked Do Not Reply and Megan will not engage them.

HARD BUSINESS RULE

Refrigerant Exclusion

ATLAS will not reply to, quote, troubleshoot, schedule, or follow up on refrigerant-related leads. They are automatically placed in Do Not Reply.

Lead Center

Paste a Thumbtack, text, email, or website lead. ATLAS will prepare pricing, questions, and a customer-ready reply.

NEW LEAD

Analyze a request

ATLAS RECOMMENDATION

Lead summary

No lead analyzed yet

Paste a customer request and click Analyze Lead.

Messages

Email, customer texts, and connected platform leads in one place.

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✉

Select a message

Open an email, text, or platform lead to view the full conversation and actions.

Calendar

Upcoming scheduled work from your ATLAS job records.

Technicians

Live technician contacts and current ATLAS job assignments.

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Follow-Ups

Recurring client check-ins, with opt-out protection and activity safeguards.

AUTOMATION

Client follow-up rules

Off
Safety rules

Only Client contacts are eligible. ATLAS skips clients with open jobs, waits for the full cadence after recent SMS activity, and permanently honors STOP until the customer texts START.

DUE NOW

Eligible clients

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HISTORY

Queued follow-ups

No follow-ups queued yet.

Settings & Pricing

Edit the numbers ATLAS uses before Megan writes a customer response.

COMPANY

Business identity

System connection

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HARD RULES

Default pricing policies

SERVICE CHARGES

Pricing by city

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LABOR DATABASE

Service pricing rules

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PHONE & PLATFORMS

Integration readiness

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Connect / Reconnect GoogleGoogle Status

Install ATLAS on your phone from the browser menu. Website, n8n, Zapier, Make, Thumbtack custom integrations, and other platforms can send messages or leads to the webhook endpoints shown by /integrations/status. SMS activates after Twilio values are added to .env.

CLIENT RECORD

Add Customer
WORK ORDER

Create Job
PRICE RANGE

New Estimate

Estimated total range$0.00 – $0.00
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CUSTOMER PROFILE

Customer

Client record
COMMUNICATION

New Message