Leads

Lead Queue 4 leads scanned

Revenue Risk 2 unbilled leads

Next Action Review refund request

1-3 / 3

Lead Disputes

Open Requests 0

Lead Cost at Risk $0.00

Leads Disputes Won $0.00

Lead Disputes Lost $0.00

Refund Request Tracker

Tracks active refund and dispute requests. Approved refunds are removed from this list.

Date	Lead	Service	Issue	Status	Lead Cost	Outcome

Dispute Assistant

Generate refund drafts from the selected lead, dispute notes, attachments, and saved call transcripts. Transcript references should include the call minute and the relevant spoken portion.

Lead

Reason Code Dispute Notes / Evidence

Generated Refund / Appeal Text

Ask Dispute Assistant / Refund Expert

Dispute Log

Closed dispute outcomes with whether the result came from the original request or an appeal.

Date Closed	Name	Lead Amount	Dispute Result	Path

PNL Ledger

Total Billed $0.00

Net Profit $0.00

Margin 0%

ThumbTack

Spend$0.00

Leads Lost$0.00

Dispute Losses$0.00

Balance$36.26

OpenAI

Spend$0.00

BalanceNot set

Google Cloud

Spend$0.00

Balance$300.00

Twilio

Spend$0.00

BalanceChecking...

From To

Showing total.

Tool Spend Report

Uses the selected PNL date range.

Total Tool Spend $0.00 Ledgered Tools $0.00 Provider Spend $0.00

Tool	Source	Usage	Spend	Notes

OpenAI API Credit

Pull recent spend from OpenAI. Current prepaid balance is not returned by the official costs API.

Last 30 Days $0.00 Balance Left Not set

Manual Balance

OpenAI balance has not been pulled yet.

Google Cloud Credit

Tracks Speech-to-Text usage against Google Cloud credit and adds transcription cost to each lead.

Speech Spend $0.00 Balance Left +$300.00 Speech Minutes 0.00 min

Google Cloud usage has not been loaded yet.

ThumbTack Balance

Track ThumbTack charges, payments, credits, and balance adjustments.

Showing latest 25 entries.

Show From To

Date Type Amount Note

Charges $0.00 Payments $0.00 Credits/Adjustments $36.26

Date	Type	Note	Amount	Impact

Reports

Performance Report

Monthly totals and trends across revenue, ThumbTack lead charges, refunds, and API usage.

Showing this month.

Range From To

Billed $0.00

Refund Credits $0.00

Net Profit $0.00

ThumbTack

Spend$0.00

Leads Lost$0.00

Dispute Losses$0.00

Balance$0.00

OpenAI

Spend$0.00

BalanceNot set

Google Cloud

Spend$0.00

Balance$300.00

Monthly Revenue vs Profit $0.00

ThumbTack Account Balance +$36.26

OpenAI API Usage $0.00

Google Cloud Speech Usage $0.00

Month	Billed	ThumbTack Lead Charges	Refunds	Net Profit	OpenAI Usage	Google Cloud Usage

Refund / Dispute Emails

Checking email tracker... Auto refresh starting...

Tracked Refund / Dispute Messages

Messages matching refund and dispute terms.

Filter Scan

Date	Lead	Type	Subject	Status

Calls

Twilio Balance Checking...

Recent Calls 0

Recent Call Cost $0.00

Completed 0

Call History

Latest calls from connected voice services and Asterisk.

Show

Date	Customer	Direction	From	To	Status	Duration	Cost	Transcript

Packet Captures

Recent SIP, WebSocket, and RTP traces for troubleshooting call setup and audio issues.

No packet captures found.

Billing

Create Invoice

Build a Quantum Cloud Solutions invoice using flat-rate or hourly billing.

Invoice No. Date Lead Bill To Description Billing Type Flat Amount Hours Rate Status

Zelle payment: wrodriguez56@gmail.com

Invoice Preview

Matches the current Quantum Cloud invoice format.

Invoices

Saved invoice history sorted newest first.

Date	Invoice	Bill To	Type	Total	Status

Tasks

Add Task

Create follow-up work tied to a lead. Tasks also appear on the calendar.

Task Lead Due Date Priority

Task List

Open follow-ups sorted by due date.

Done	Due	Task	Lead	Priority

Calendar

Schedule Entry

Add calendar items for follow-ups, appointments, refund reminders, or internal work.

Entry Lead Date Type

Next 30 Days

Manual schedule entries and task due dates in one calendar view.

Settings

General Settings

Connect your OpenAI account for the dispute assistant. The key is stored on the server and never shown after saving.

Company Name Pro Name Phone Number Pro Email Service Area ZIP Codes No service-area ZIP list loaded yet. Upload Service Area CSV OpenAI API Key OpenAI Admin / Usage Key OpenAI Model Local Refund Expert

Use local LLM for refund pattern analysis

Local LLM URL Local LLM Model

Checking OpenAI connection...

Call Settings

Control how new Thumbtack leads and test calls route through the browser phone and pro phone.

Lead Router

Call customers automatically

Fast Connect

Pre-dial customer while phone rings

Dial Ext

Ring browser extension

Dial Pro Phone

Ring pro phone

Test Customer Phone

Test Call

Checking call settings...

Authentication

Current first-tenant login. Tenant ID is stored now so the platform can move toward multi-tenant data later.

Admin Username Tenant ID New Password

Checking login settings...

Theme

Choose the CRM workspace appearance.

Theme

Phone

Choose the browser softphone ringtone.

Ringtone

Preview

Asterisk PBX

Generate and apply the running phone config from Postgres.

Ring Group Extensions Ring Timeout Caller ID Number CRM Softphone Extension

Checking Asterisk config...

Thumbtack API

Configure Thumbtack credentials and webhook URLs for lead intake and message tracking.

Business ID API Access Token Webhook Secret Lead Webhook URL Message Webhook URL Reply API Endpoint

Checking Thumbtack API settings...

Email Setup

Mailbox used for refund, dispute, and appeal tracking.

Provider Tracking Mailbox IMAP Host IMAP Port IMAP Security Username Password / App Password SMTP Host SMTP Port

Leads

Lead Disputes

Refund Request Tracker

Dispute Assistant

Ask Dispute Assistant / Refund Expert

Dispute Log

PNL Ledger

Tool Spend Report

OpenAI API Credit

Google Cloud Credit

ThumbTack Balance

Reports

Performance Report

Refund / Dispute Emails

Tracked Refund / Dispute Messages

Calls

Call History

Packet Captures

Billing

Create Invoice

Invoice Preview

Invoices

Tasks

Add Task

Task List

Calendar

Schedule Entry

Next 30 Days

Settings

General Settings

Call Settings

Authentication

Theme

Phone

Asterisk PBX

Thumbtack API

Email Setup

Lead

Overview

Details

Financials

Notes

AL Repair Bot Reply

Repair Expert

Conversation

Transcripts