Dashboard
Live overview of your referral pipeline
Live Activity
● LIVEAnalytics
Lead Import
Scrape businesses from Google Maps via Outscraper and enrich leads
Leads
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| Business | Trade | Phone Type | Score | Status | In JN | Owner | Employees | Claim | City | ZIP | Date | Actions | |
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Territory Map 🗺
Select a metro to begin
New referral 🏠
Screenshot from a partner → homeowner and Mitigation job in JobNimbus
Partners 🤝
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| Business Name | Status | Total Referrals | Last Referral | ||||||
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Appointments
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| Contact | Business | Trade | Date & Time | Status | JN Sync | Actions |
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Outreach
Billy's lead queue
Tasks
Manual reminders and follow-ups
Admin Overview
Team performance and pipeline metrics
Pipeline by Rep
| Rep | New | Contacted | Appt Set | Meeting Done | Follow-up | Total |
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Rep Management
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| Name | Role | Status | Frank | Manager | Company | Business units | Territory | Leads | Messages | Last Active | Actions | ||
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All Users
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| Name | Role | Frank Access | Status | Joined | Last Login | Last Active | Actions | ||
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Company Management
Manage sending domains and rep assignments per company
Territory Management
Manage territories, assigned phone numbers, and reps
Regional Overview
Lead distribution and rep queues per region
PM Dispatch
PM fit and current load per division; assignments are written to JobNimbus.
Expense Report
Rep spending on leads and partners across the team.
By Rep
| Rep Name | # Expenses | Total Spent | Avg per Visit |
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By Type
| Expense Type | Count | Total |
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Recent Expenses
| Date | Rep | Lead / Business | Type | Amount | Notes |
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Rep Activity
What the team did — calls, emails, appointments, notes and more.
Raw Scrape Data
Raw Outscraper data is automatically deleted after 7 days. Download any data you need to keep.
| Date / Time | Run By | Location | Trade | Queries | Records | Valid | Expires In | Actions |
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American Environmental Testing
Client Intake & Scheduling
| Client | Property | Test Type | Urgency | Status | Source | Consent | Added | Actions |
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Message Templates
Manage your email message templates
| Name | Type | Preview | |
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Profile
Manage your contact info and email sending addresses
Controls when a partner shows healthy (🟢), needs attention (🟡), or overdue (🔴) on the Partners tab and in the login re-engagement alert.
Settings
Integration health, authentication, and environment
Required variables — values are never exposed by this dashboard.
PORTNODE_ENVSUPABASE_URLSUPABASE_SERVICE_ROLE_KEYRESEND_API_KEYJN_API_KEYOUTSCRAPER_API_KEYWEBHOOK_SECRET