Dashboard Command Center
Customize Your Dashboard
Pin cards to What's On My Plate to feature them at the top. Toggle visibility to show or hide any card.
Market Update
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My Workspace
Calendar / Upcoming Events
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ClickUp Tasks
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Unread Contact Emails
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Transaction Pipeline
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Next Webinar
Next Open House
Referral & Past-Client Nudges
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Referrals
Referral Fees Owed
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GCI Pipeline ()
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Upcoming Closings
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Pinned Contacts
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Quick Launch Actions
Onboard Profile
Launch intake wizard
Log Contact Note
Record interaction details
Phone Lookup
Look up an unknown number — checks Contacts/Leads first, then runs enrichment if it's not already in the system.
My Pinned Systems
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Stage Results
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Pinned Contacts
No contacts pinned to list yet. Search for a contact and use the pin icon to keep them here.
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Contact Records
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Contact History
Listing Launch Checklist
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Document Packages
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Details
Records
Unknown number?
Lead Details
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SOI Details
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IGA % Trend
This chart shows your weekly income-generating-activity percentage versus your 80% target.
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Activity Tracker
No cycle is currently active.
Activity Tracker
Cycle Progress
AI Insights
On-demand suggestions for hitting/exceeding your targets, based on this cycle's numbers and your reflections.
Cycle Summary
Weekly Activity Tracker
Weekly Reflection
Past Cycles
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AI Roleplay Trainer
Practice a real, live spoken conversation against an AI playing the client role. Pick a scenario, optionally tie the session to a contact, and start talking.
Practice Session History
Every past session's transcript and recording, newest first.
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Vendor Categories
Categories you define yourself (e.g. Lender, Home Inspector, Contractor) — not a fixed list.
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Vendors
The vendors themselves. Which ones a given contact actually sees is controlled below.
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Default Vendors by Transaction Type
Which categories are curated in by default for Buyer, Seller, and Both contacts. Per-contact overrides below can go beyond this.
Per-Contact Curation
Turn the Vendor Directory on or off for a specific contact's portal, and include/exclude specific vendors or categories beyond the transaction-type default.
Webinars
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Open Houses
New Open House
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Compliance
Track license renewal, CE hours, insurance, and dues — nothing here pulls from an outside source, it's only as current as what you enter.
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Mileage Summary
Mileage Log
Log trips manually, or enter start/end addresses to auto-calculate the distance via Google Maps.
Log Trip
Need more detail (address, who it's for, etc.)? Use the Notes field below.
Enter the miles/addresses for ONE direction only — a second "(Return)" trip is logged automatically for the same distance back.
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Pick a report, set filters, then view it on-screen or export as PDF/CSV.
My Systems
Pin the systems you use most to add them as quick-launch tiles on your Dashboard.
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Resources Maintenance
expand_moreEquimentum OS Library
Your resource folders from Drive. Add subfolders to your Equimentum OS Library folder in Drive and they'll appear here automatically.
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Search Library
Contact Document Folders
Search for a contact to jump straight to their secure Drive folder.
Click the search field to browse all contacts.
Document Packages
Add, edit, or remove packages in Documents Maintenance below.
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Documents Maintenance
expand_moreAgent Profile
This information will appear on the portal and compliance disclosures.
App Preferences
"Auto-detect" uses whatever timezone this browser reports - pick a specific zone instead if you want it pinned regardless of where you're logging in from.
Found in the Drive URL: drive.google.com/drive/folders/[folder ID here]
Where each client's own Drive folder gets created on Start Intake, shared with them automatically, and linked from their Portal page.
The main folder. If it contains subfolders, they show up as a Script Folder picker on the Trainer card; every Google Doc inside the picked (sub)folder becomes a practice scenario.
Inbound calls to your Twilio number ring this number before falling back to voicemail.
Needed so the Contact Profile report can pull in a contact's Strategy Form answers.
Whichever of these is required for a client (set per-contact, auto-filled from Type at Start Intake) blocks the rest of their Portal until they check it off.
Shown on the Portal, Webinar Registration, Open House Sign-In pages, and generated Reports. Leave blank to hide.
Google Drive & Gmail Connection
Powers Document Packages (granting/revoking a client's access to a shared folder) and sending real email (portal welcome emails, etc.) as your own connected Google account — a one-time consent, same as Apps Script did automatically. If you connected before Gmail sending was added, disconnect and reconnect once to grant the additional permission.
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API Keys & Integrations
Write-only: paste a new value to set or rotate a key. Saved values are never shown again — only whether one is currently set. Built BYOK: plug in your own keys here; nothing is hardcoded to a specific account.
Transaction Stages
Order determines Customer (1st–3rd) vs Client (4th+) tier. Stage names can't be renamed here (existing contacts reference them by name) — delete and re-add if a name is truly wrong.
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Listing Launch Checklist Template
Day offsets are relative to a listing's MLS Live target date (negative = before, positive = after). This is the master template — editing it here doesn't change checklists already attached to a contact.
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Mileage Purpose Options
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Activity Tracker Categories
Deleting a category keeps its label on entries already logged with it — it just won't be selectable for new entries.
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Default Week Templates
The Default template auto-prefills a new week (Scheduled + Actual, once per week) the first time you open it on the Training page. Templates store Scheduled + Actual only — no Notes.
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Editing template
SOI Relationship Types
Powers the "How I Know Them" dropdown on the SOI tab. Deleting a type here never changes contacts already saved with it.
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Interaction Types
Powers the Type dropdown when logging an interaction. Each type maps to an Activity Tracker category — when an interaction fills/overwrites a tracker slot, that slot's category comes from this mapping (and its IGA classification with it), and the slot's Notes get the interaction itself.
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Referral Sources
Powers the Referred By field on Contacts. Separate from Lead Source. Deleting a source here never changes contacts already saved with it.
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SOI General Settings
Dashboard Metric Cards
Choose which metrics appear in the top two rows of your dashboard (6 slots).
Navigation
Rename sidebar tabs, organize them into collapsible groups, and reorder within a group. Dashboard, Resources, Documents, and Settings always stay pinned in place and aren't reassignable. Changes to labels take effect immediately on save.
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ClickUp Lists
Powers the switcher on the Dashboard's ClickUp Tasks widget. Find a List ID by opening the list in ClickUp and copying the number from its URL. Give it a label of your choosing — the widget shows one list at a time, whichever is selected in its switcher.
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ClickUp Excluded Statuses
Tasks with these statuses (case-insensitive) are hidden from the Dashboard's ClickUp Tasks widget. Defaults to complete/completed/done/closed.
System Info
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Maintenance
Force a fresh fetch of Market Update data (Garner/Clayton/Raleigh stats + mortgage rates) instead of waiting out the normal cache window.
Debug Logs
Errors caught automatically, client and server. Repeat occurrences of the same error collapse into one entry.
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Dashboard Calendars
Choose which of your Google Calendars feed the Dashboard's Calendar widget. Your primary calendar is included by default.
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Market Data History
Backfills up to 24 months of real history per market from the data feed, for the internal Market Report's trend column. Safe to re-run any time — it never duplicates months you already have.
Test Enrichment Providers
Smoke-test one provider at a time — useful after rotating an API key — without running the full lead-enrichment chain or spending credits on providers you already know are working.
Default test contact — pre-fills the fields below so you don't retype the same throwaway phone/address every time. Leave blank to start empty.
Twilio Test
Send a real test text or place a real test call to confirm your Twilio setup is working. Uses your configured Twilio Phone Number as the sender.