TradeSite + OwnerView

Owner overview

Every number is calculated from the current Westline lead, quote, schedule and assignment records.

Total enquiries—Website and sample records

Open quote pipeline—Unaccepted quote value

Active booked jobs—Scheduled or in progress

Unassigned jobs—All active jobs assigned

Progressed beyond quote—Current sandbox conversion

Open follow-ups—Connected action queue

Owner priorities

What needs attention

Pipeline integrity

Enquiries captured0

Quotes prepared0

Jobs scheduled0

Jobs completed0

Also available separately

The integrated views use Westline records. The standalone labs remain useful for feature-by-feature discussions.