QBS ERP

🦅 Eagle Eyes

Live Activity

🤖 QBS AI Assistant

Your CRM manager — ask anything, update anything, get briefed on your day

Tap mic to speak hands-free

💡 Marketing Tools

📈 Reports

📋 Leads

🔍

Stage

Follow-up

Temperature

Activity

Assigned To

Service / Tag

Source

Website

Buying Timeline

Budget Range

Industry

Location

Created From

Created To

Min Deal Value ($)

Min Lead Score

Quick flags: 📱 Has Phone ✉ Has Email 💬 Has WhatsApp 🚫 No Next Step ❌ Has Objection 💵 Has Deal Value 🗐 Never Logged

👤 Directory

🔍

Status

Person Type

Industry

Location

Website Status

Journey Stage

Company

Added From

Added To

Quick flags:

Has Phone Has Email Has WhatsApp Not a Pro Lead Buyer No Services Tagged No Notes

View:

Filter by service:

👥 Clients

🏢 Assets

🏗 Jobs Pipeline

📁 Projects

🔍

💰 Finance

Recent Income

Recent Expenses

Recent Quotes

Upcoming Payments Due

All Quotes

All Income

All Expenses

Recurring & Subscriptions

✅ Tasks

🔎 Lead Finder

Business Type

Location

🕐 Schedule Auto-Search

The CRM will search automatically and show new results next time you open Lead Finder.

Label (optional)

Search terms

Location

How often?

📞

Import from Your Phone Contacts

Pick contacts from your phone — review them here, then add the ones you want as leads

Only works on Chrome/Android mobile

📄

Upload a PDF Business Directory

The AI will scan it and pull out all businesses, phone numbers, emails and addresses automatically

📷

Take or Upload a Business Card Photo

The AI reads the card and extracts contact details automatically

📸

Paste a Screenshot or Ad Here

Press Ctrl+V (or Cmd+V) to paste — or drag & drop an image

📋 Paste Any Text

Paste text from a website, WhatsApp message, email, Facebook post — the AI will find every contact in it

📈

Upload CSV or Excel File

Supports .csv files exported from LinkedIn, Yellow Pages, Google Sheets, etc.

Columns detected automatically — just needs a Name column at minimum

📝 Bulk Name Lookup

Type or paste business names — one per line. We'll look each one up on Google Maps and fill in their phone, address and website.

🌐 Scan a Website for Contacts

Paste any website URL — a business directory, association listing, government page, etc. The AI will extract every contact it finds.

📲

Add WhatsApp Lead

Quickly log a lead received via WhatsApp

Full Name *

WhatsApp Number *

Service / Job Needed

Location

Notes (optional)

💬

💬 Open WhatsApp

💾 Save Lead Group

Group name

Assign to agent (optional)

📋 Invoices

📥 Dispatch Board

Category:

📚 Knowledge Base

Show:

✏️ Review Service Page

Page Title (shows on Google) *

Meta Description (shows under title in Google)

Main Headline

Intro Paragraph

Body Paragraph (shown on page — good for SEO)

Benefits (one per line)

How It Works (one step per line, format: Step Title: description)

FAQs (format: Q: question\nA: answer — blank line between each)

URL Slug (page address)

Page will be at: welocalpros.com/[slug]/

💬 WhatsApp Reply Draft

✨ Writing reply…

AI-Written Message

Edit it however you like before sending.

💬 Open in WhatsApp

✏️ Review Blog Article

Article Title (shows on Google) *

Meta Description

Intro Paragraph

Main Body (sections — format: ## Subheading\nParagraph text\n\n## Next Heading\nNext paragraph)

Key Takeaways (one per line)

URL Slug

Page at: welocalpros.com/[slug]/

Write Article

Title *

Visibility *

Category

Tags (comma-separated, e.g. pricing, realestate)

Summary (1-2 sentence overview shown on the card)

Content (full body — use # for headings, - for bullets)

AI is writing...

Article

📝 Notes

📝

Select a note or create one

👥 Staff

Add Staff Member

👤

Click to upload photo

Full Name *

Username *

Role *

Supervisor

Phone

Commission Rate (%)

Monthly Target (GYD)

Password *

Confirm Password

Leave blank to keep current password when editing.

My Profile

Change Password

🏠 My Workspace

📋 Activity Log

Log Activity

Date

Type

Linked Lead (optional)

Notes *

🏆 Leaderboard

👤 My Profile

🏗 Pro Dashboard

📋 Pro Dashboard

📍 Location

🔧 Service

👤 Gender

💳 Credits

⭐ Min Rating

✅ Jobs Done

↕️ Sort By

🏷️ Skill

Filter:

Sort:

Edit Pro

All pro editing is done in the Pro Profile. Click below to open this pro's full profile.

👤 Open Pro Profile

🏆 Pro Leaderboard

#	Name	Service	Completion	Jobs Done	Rating	Credits	Status

No signed-up pros found.

📋 Applicants — Pending Approval

📊 Pro Network Report

📣 Marketing

Marketing tools coming soon.

💲 Price Engine

📞

Dispatcher Price Board

Quick lookup for phone & WhatsApp callers

Service Type

Location / Village

Pick a service → type a location → press Enter or Search. Read the price to the caller, then Dispatch.

👥

Provider Rate Lists

Filter by Service

Search Pro

📋

Master Services

Managers & Admins

📍

Locations & Aliases

Managers & Admins

⚙ Settings

Changes save instantly

🏠Company

📋Leads

👤Lead Fields

👥Client Fields

📋Invoices

🎯Services & Skills

🛒QBS Services (old)

🛠Pro Services (old)

🏷️Pro Skills (old)

👤Pro Fields

📁Proj. Stages

☰Nav Layout

👥Roles & Perms

🏷Finance Categories

💾Backup & Restore

Company Profile

Your business details used on invoices and documents

Company Name

Tagline

Phone

Website

Address

Logo

Lead Stages (Custom Statuses)

Rename, recolor, or add/delete stages. The first stage is the default for new leads.

New stage name

Color

ⓘ Leads in a deleted stage move to the first stage automatically.

Standard Lead Fields

Toggle which built-in fields show on the Add Lead form

Contact person name Priority level (Low / Medium / High) Budget range Referred by

Custom Lead Fields

Add your own fields to every lead

Field name

Type

Dropdown options (comma separated)

ⓘ Custom fields appear at the bottom of the Add/Edit Lead form and are searchable.

Custom Client Fields

Add your own fields to every client profile

Field name

Type

Dropdown options (comma separated)

🎯 Services & Skills (Master list — used everywhere)

One unified catalogue of every service your business touches. Each item has a Type: QBS Product (what clients buy from YOU), Matchmaking Service (what pros offer), or Both. Invoices can use any item; public forms only show Matchmaking items.

➕ Add New Service

Service name

Type

Category (optional)

ⓘ Click any service to edit its skills, rename, change type, or move category. Deleting a service does NOT remove it from people's profiles — it only hides it from new searches.

📥 Migration Preview — Old Service Data → New Unified Offers

Review how each contact will be converted. Nothing saves until you click "Run Migration".

Safe to run multiple times. Already-migrated contacts are skipped automatically.

🛒 QBS Services (What clients buy from YOU)

Add your own service offerings. They appear as checkboxes on leads & contacts — e.g. "QikSites", "Qik Prints", "Social Media Management".

New service name

ⓘ Custom services you add here will appear as extra checkboxes in the Add/Edit Lead form alongside the built-in ones.

🛠 Pro Services (What contractors/providers offer)

Define the trades and services that WLP Pros and contractors offer. These appear as a filter in the Global People Search.

Trade / service name

ⓘ These appear in the Global People Search filters AND as selectable categories in the Inbound Request form. Add any trade here (e.g. Driver, Carpenter) and it will show as a proper option — not "Other".

🏷️ Pro Skills Manager

All skills currently assigned to pros. Rename to fix typos (updates every pro at once), or delete to remove from all pros.

ⓘ Skills are set on each pro's Edit tab. Changes here apply to all pros instantly.

👤 Pro Fields (extra fields shown in Pro KYC panel)

Add custom fields that appear in the Pro Onboarding & Compliance section. They are also searchable in the Global People Search.

Field name

Type

Dropdown options (comma separated)

ⓘ These fields appear in the Pro KYC section when editing a contact & are included in the Global People Search.

Project Stages (Custom Statuses)

Rename, recolor, or add/delete stages shown on the Projects Pipeline board.

New stage name

Color

ⓘ Projects in a deleted stage move to the first stage automatically.

Navigation Layout

Use the arrows to reorder items. Use the dropdown to move an item to a different group.

🏷 Finance Categories

Add your own income and expense categories. Default categories are always available.

💰 Income Categories

Built-in: Client Payment • Retainer • Service Fee • Consulting • Other

💸 Expense Categories

Built-in: Rent • Software • Salary • Marketing • Utilities • Equipment • Travel • Other

💾 Backup & Restore

Always export a backup before any update so your data is never lost.

⬇ Export All Data

Downloads a backup file with all your CRM data — leads, contacts, clients, articles, finance, everything. Keep it somewhere safe before every update.

⬆ Restore From Backup

Load a previously exported backup file. This will overwrite your current data — export a fresh backup first!

💡 Best practice: Go here and click "Download Backup" before any update is deployed. Keep the file on your computer. If anything goes wrong after an update, come back here and restore it.

Roles & Permissions

Check or uncheck each permission per role. Admin always has full access.

Invoice Settings

Default values and design for all invoices

Currency

Tax Rate (%)

Invoice Prefix

Next Invoice Number (auto-increments after each save)

Default Payment Terms

🎨 Invoice Design

Header Color 1 (gradient start)

Header Color 2 (gradient end)

Accent Color (totals & links)

Header Style

Header Banner Image (used when style is "Header Image")

ⓘ A dark tint overlay is added so your company name stays readable on any image.

Watermark / Background Image URL (optional — e.g. your logo faded in background)

Invoice Tagline (shown under company name)

Show Colour Preview

🏠 Business Info on Invoice

Edit the contact details shown on every invoice header. Changes here also update your Company Profile.

Company Name

Phone

Website

Address

Invoice Footer / Notes

👤

Main

Sales

Work

Admin

Pipeline Overview

Click any recommendation below to jump straight into the work that matters most.

Add Client Subscription

Add Expense

Add Income