User Guide
How the pieces fit together, and the handful of rules that make the whole thing behave predictably.
One idea holds this together
A booking, a calendar chip, a pipeline card and an invoice are all the same object seen from different angles. The deal's stage is the single source of truth. Change it anywhere — drag a card, edit a popover, mark an invoice paid — and every other surface updates, because they're all reading the same row. Nothing needs syncing because nothing is duplicated.
The pipeline
Two stages sit outside the board: Lead lives on the Lead Board until you claim it, and Lost is the archive — kept, not deleted, because a no today is a maybe in six weeks.
Reading the calendar
Every section
Week, Month, Year and Today. The colour of a chip is the deal's pipeline stage — nothing on this screen is decorative.
- Click a chip to open its card. Price, Type and Status save the moment you change them.
- Drag a chip to another day to reschedule it.
- Double-click empty space in a cell to book something there.
- Year view is a heat map — the brighter the day, the busier it was.
The same deals as a board. Drag a card between columns to move it; the calendar chip recolours to match, and the money follows.
- Moving a card to Confirmed raises an invoice automatically if one doesn't exist.
- Moving to Paid marks its invoices paid.
- Weighted total at the top right applies each stage's historical odds to the open pipeline.
Every message with a client in one thread — email, SMS and your own private notes.
- Notes are amber and never leave the app.
- Templates fill in the client's name, demo link and price before you send.
- Sending anything counts as a touch, which is what Check-Ins watches.
What you sell, scored by what it actually earns. Retire the ones that don't move instead of carrying them forever.
- Attach rate is how often an offer closes once it's attached to a deal.
- Retiring an offer hides it from New Booking but keeps its history.
The queue of people who owe you an answer, ordered by what it costs to keep waiting.
- The urgency score is days silent, days overdue, demo views and deal size — nothing hidden.
- Nudge sends a filled-in template and pushes the next follow-up three days out.
- Done logs a touch and drops it off the list.
Raw leads nobody has worked. Claim one and it drops into your pipeline at Contacted.
- Clearing a lead marks it lost — it's still there for win-back later.
Campaigns are one-off pushes. Sequences are the recurring ones that run without you. Templates feed both, plus Chat.
- A sequence resolves its audience live from the pipeline — it can't promise reach it doesn't have.
- Run now sends immediately and moves the next scheduled run forward.
- Client Pulse is the monthly report to paying clients. That's the one that keeps retainers alive.
Read off the same rows everything else writes to, so there's no reporting lag and nothing to reconcile.
- Drop-off percentages between funnel stages tell you where to work, not the totals.
Invoices and cash. Marking one paid moves its deal to Paid — one action, both places.
- Average days vs. due date is the honest read on whether your terms work.
Fetches a prospect's site and grades the twelve things that decide whether a visitor calls. Real request, real HTML.
- The panel at the bottom writes your opening line for you.
- Link a check to a client and it's saved on their record.
Keyboard
About Eva
Eva is a query engine, not a language model. Ask her what to work on and she ranks your open deals by the same urgency score Check-Ins uses. Ask what you're owed and she reads the payments table. Every figure she gives you is one you can go and verify — and when a question doesn't match anything she knows how to compute, she says so instead of making something up.