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Combined SpotWalk system dashboard for lead intake, inspection review, storm zones, sales handoff, and payout flow.

Connected SpotWalk System: Lead data, inspection data, agreement data, sales handoff, and payout data are part of the same workflow.

Active review queue

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Connected SpotWalk Workflow

The business flow is connected from field lead capture through inspection, agreement, sale outcome, and payout visibility.

Field Dashboard
Field reps submit homeowner leads, photos, and property details from the field workflow.
Admin Dashboard
Admins review lead quality, storm value, zone payout, and assignment readiness.
Inspector Dashboard
Inspectors manage inspection details, agreement status, write-ups, and customer delivery readiness.
Sales Dashboard
Future sales workspace will manage handoff, sale outcome, and job conversion tracking.
Payouts
Payout and cash-out visibility follows inspection completion and sold-job status.

Needs Attention

Operational items that may need admin review before a lead can keep moving.

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Lead Lifecycle Snapshot

Full lead-to-sale movement from first submission through final payout and cash out.

Submitted
Approved
Assigned
Agreement Signed
Inspected
Sales Handoff
Sold
Paid

Active Lead Pipeline

Every active lead with its current lifecycle position and next operational action.

Lead Code Customer Property Address Lead Type Assigned Walker Assigned Inspector Current Status Inspection Date / Time Agreement Status Storm Value Level Property Intelligence Payout Stage Next Action
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Storm Value Engine

Find recent hail and wind opportunity areas, estimate zone value, and prepare payout-zone recommendations.

Walker Lead Submitted
Admin Reviews
Storm Value Checked
Property Intelligence Reviewed
Inspection Assigned
Agreement Signed
Inspection Completed
Sales Handoff
Sold
Cash Out
Storm activity detected from public weather sources. This does not guarantee insurance approval, claim acceptance, or payment.

Process stage dashboard

Follow the lead lifecycle from intake through sale and close.

Areas with most leads

Track where lead volume, approvals, and scheduled inspections are happening the most.