Upcoming reminders
Recent activity
Active locations
| Location | Owner | Rep | Assets | Next service | Status | JSR |
|---|
Dashboard
Customers
Active
Disabled
All
| Name | Role | Company | Phone | Locs | Status |
|---|
Customer
← Customers
Contact info
At a glance
Linked locations
Locations
| Location | Address | Owner | Rep | Assets | Status | Edit |
|---|
Location
← Locations
Assets
Contacts
Schedule
JSR History
Edit Info
Assets
0
Next service
—
Hoods & Assets
All types
Hoods
Duct Runs
Fans
| Asset | Type | Location | Make/Model | Freq | Last service | Next due | Status | Edit |
|---|
Schedule
Tasks
Reps & Technicians
Sales Reps
Technicians
Location rep assignments
| Location | Sales rep | Lead tech | Edit |
|---|
Standard Pricing
Standard reference rates used when generating quotes. Each line item has a code, label, unit, price, and category. These are visible in the Quote Builder from any Contacted/Quoted/Negotiating prospect.
| Code | Label | Category | Type | Frequency | Unit | Price | Active | Edit |
|---|
CRM Pipeline
All Prospects
All
Lead
Contacted
Quoted
Negotiating
Won
Try Again
Refuse to Bid
| Location | Stage | Contact | Rep | Assets | Value | Last contact | Actions |
|---|
Contact Log
All
Calls
Emails
Visits
Quotes
Prospect
← Pipeline
Prospect info
Name
Street
City / ST / Zip
Type
Contact
Phone
Email
Stage
Rep
Source
Self-generated
Action due
Next action
Current service provider
Provider
Stated fee
$
Verified
Proposed assets & value
Hoods
Duct runs
Fans
Est. value
$
/yr
Notes
Contact log
Quotes
Lead Action Items
All open
Overdue
Due today
This week
No date set
JSR Reports
Jobsite Service Report
Win/Loss Report
Won deals
Try Again / Refuse to Bid
Pipeline by rep
| Rep | Leads | Quoted | Won | Try Again | Win rate | Value |
|---|
Company Settings
Company info on quote PDFs
These fields appear on every PDF quote header. Admins only.
Business address
Quote terms
Leave blank to use a generic default.
Company logo
PNG or JPG. Uploaded images are auto-resized to 400px wide client-side before upload. Displayed in the top-left corner of every quote PDF.
No logo yet
Quote template (advanced)
The quote template is a Google Doc in your Drive. First time you click "Generate PDF" on a quote, the template and a "VentTrack Quotes" folder are created automatically. You can open the template to tweak styling after it's created.
Task auto-escalation
Tasks (formerly "Reminders") that go 24 hours past their due date without being completed get auto-escalated to the deal's rep (or location's rep if there's no deal). At 48 hours past due, they escalate again to the company's first Manager. The walk-up runs daily once the time-based trigger is installed (see below).
Daily auto-run setup (one-time): open the Apps Script editor, pick the function
setupEscalationTrigger from the function dropdown, click Run, and accept the new trigger permission. After that, escalations run automatically every day at 8 AM script-timezone.
Export Data
Export to Google Sheets
Generates a CSV file formatted for direct import into Google Sheets. Open Sheets → File → Import → Upload.
Export to XML
Generates structured XML files for backup, offline access, or import into other systems.
Export preview
Select an export above to preview data...