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AI Receptionist · 5 Rivers Detail
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Revenue (MTD)
$0
Margin: --
Expenses (MTD)
$0
All categories
Net Profit
$0
0 jobs
Cash on Hand
$0
0 accounts
REVENUE VS EXPENSES (6 MONTHS)
■ Revenue
■ Expenses
OPPORTUNITY STATUS
LOYALTY PROGRAM
RECENT BOOKINGS
| Customer | Service | Date | Vehicle | Value | Status |
|---|
+ ADD BOOKING
| Customer | Service | Vehicle | Date | Source | Status | Value | Actions |
|---|
SALES PIPELINE
Pending
0
Approved
0
Denied
0
Total Credit Out
$0
CREDIT APPLICATIONS
| Date | Name | Phone | Business | Service | Requested | Status | Approved Limit | Actions |
|---|
May 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Revenue
$0
Completed jobs
Expenses
$0
All categories
Net Profit
$0
Margin: --
Budget Left
$0
Used: --
MONTHLY P&L
■ Revenue
■ Expenses
■ Net
BY CATEGORY
BY ACCOUNT
INCOME — Jobs & Payments
EXPENSES — All Accounts
P&L SUMMARY
ALL TRANSACTIONS
| Date | Description | Account | Category | Type | Amount |
|---|
CONNECT ACCOUNTS & CARDS
All data stays on this device. Transactions flow directly into P&L.
Total Cash Balance
$0
Credit Card Owed
$0
Accounts Connected
0
Net Worth (Accounts)
$0
CONNECTED ACCOUNTS
SPENDING BY ACCOUNT (This Month)
BALANCE OVERVIEW
ACCOUNT TRANSACTIONS
| Date | Description | Account | Category | Amount | Action |
|---|
Collected (30d)
$0
Transactions
0
Pending
$0
Avg. Ticket
$0
PROCESSOR CONNECTIONS
S
Stripe
Not connected
▢
Square
Not connected
Add your live API keys in Settings → Payment Processors to accept real card, Apple Pay, and Google Pay payments. Until connected, the collection tool below runs in preview/demo mode.
COLLECT A PAYMENT
🔒 256-bit encrypted · PCI-compliant tokenization via processor
TRANSACTION HISTORY
| Date | Customer | Reference | Method | Processor | Status | Amount |
|---|
INVOICES
| # | Customer | Service | Date | Due | Status | Amount | Actions |
|---|
Payroll This Month
$0
Total Hours
0
Blended Rate
$0
EMPLOYEES & CONTRACTORS
PAY HISTORY
| Period | Employee | Hours | Rate | Gross | Tax (15%) | Net Pay | Status |
|---|
Annual Net (Est.)
$0
Current pace x12
Est. Annual Tax
$0
Fed + State + SE
Set Aside (25%)
$0
Recommended
Q1
Due Apr 15
$0
Paid
Q2
Due Jun 15
$0
Upcoming
Q3
Due Sep 15
$0
Pending
Q4
Due Jan 15
$0
Pending
TAX BREAKDOWN
DEDUCTIONS
Home Office$0
Mileage$0
Advertising$0
Supplies$0
Equipment$0
Insurance$0
Total Deductions$0
TAX SETTINGS
Adjust for accurate quarterly estimates
Avg Service Price
$0
Across paid services
Services
6
Active pricing tiers
Last Synced
Never
Customer portal
SERVICE PRICING
Changes sync instantly to customer booking portal. Set price to 0 for Custom Quote.
VEHICLE SIZE SURCHARGES
Extra charge added on top of base service price.
Members
0
Points Issued
0
Redemptions
4
$180 redeemed
Platinum
0
REWARD TIERS
Bronze
0-299 pts | 1-3 visits
5% off every service
Birthday discount
Early booking access
Birthday discount
Early booking access
Silver
300-699 pts | 4-7 visits
10% off every service
Free interior wipe-down
Priority scheduling
Free interior wipe-down
Priority scheduling
Platinum
700+ pts | 8+ visits
15% off all services
Free monthly wash
Direct line to AK
2x referral points
Free monthly wash
Direct line to AK
2x referral points
MEMBER TRACKER
| Customer | Visits | Points | Progress | Tier | Last Visit | Actions |
|---|
SMS Opted-In
0
Email Opted-In
0
Total Contacts
0
SEND A CAMPAIGN
All texts include automatic opt-out language and only reach customers who agreed to marketing in their booking. Connect Twilio & an email provider in Settings to send live.
OPT-IN STATUS BY CUSTOMER
| Customer | Phone | SMS Opt-In | Email Opt-In |
|---|
CAMPAIGN HISTORY
| Date | Channel | Audience | Recipients | Message |
|---|
Total Revenue
$4,820
May 2026
Cost Per Lead
$12
Avg all sources
Conversion Rate
68%
Lead to Booking
Avg Job Value
$201
Per completed job
REVENUE BY MONTH (2026)
💡 Demo mode + real login: The "🔑 Log In (real)" buttons below open each platform's genuine login/authorization screen — but completing the connection and pulling live data back into this CRM needs a backend server to securely store the access token, which a single HTML file can't provide. The "Demo Sync" buttons simulate that end-to-end flow with sample leads so you can see how it would work. Square payments and bookings (above) use real API keys you can enter in Settings.
SOCIAL LEAD SYNC
🔍
Google Ads
Not connected
0 leads
♾️
Meta Leads
Not connected
0 leads
Total Leads
0
all platforms
Converted
0
booked jobs
This Month
0
new leads
Avg Lead Value
$0
estimated
Source Breakdown
Lead Status
ALL SOCIAL LEADS
| Name | Contact | Platform | Campaign | Date | Status | Est. Value | Action |
|---|
Total Revenue
$0
all time
Total Expenses
$0
all time
Net Profit
$0
Margin: --
This Month
$0
revenue
Avg Job Value
$0
Jobs This Month
0
Profit Margin
0%
Break-Even Jobs
0
MONTHLY REVENUE vs EXPENSES (Last 6 Months)
Revenue by Service
Expense Breakdown
HERO SECTION
HERO STATS BADGES
LIVE PREVIEW
PREVIEW
Headline
Sub-headline
Book Now
Services
Badge 1
Badge 2
Badge 3
Badge 4
💡 How it works
Changes save to localStorage and sync via Firebase. The customer-facing site reads these values in real time — no redeploy needed.
Reminders Sent (30d)
0
Confirmed via Reminder
0
No-Shows Prevented
0
$0 saved
Upcoming Queued
0
MESSAGING CONNECTIONS
SMS not connected
Add a Webhook URL in Settings → Messaging (connects to Zapier, Make.com, or your own automation) to send live reminders, confirmations, and invoices automatically.
AUTOMATED REMINDER RULES
UPCOMING REMINDER QUEUE
| Customer | Appointment | Reminder | Send Time | Channel | Status |
|---|
SEND A ONE-OFF REMINDER / MESSAGE
Chat Status
OFF
Conversations (30d)
0
Leads Captured
0
LIVE CHAT WIDGET
An AI receptionist greets every visitor in the bottom-right corner of your website. It answers questions about services, pricing, and hours, and can hand off booking links automatically — 24/7, no staff required.
RECENT CONVERSATIONS
| Time | Visitor | Last Message | Status |
|---|---|---|---|
| No conversations yet | |||
BUSINESS SETTINGS
This is where booking confirmations and notifications are sent. Must match the email on your Formspree account.
Get this from formspree.io → Your Form → Integration → Endpoint URL. This is what sends booking emails to you and your customers.
GOOGLE REVIEWS SETUP
Connect real Google reviews to display on your website. Requires a Google Places API key.
To get your Place ID: visit Place ID Finder and search your business name.
LIVE DATABASE SYNC
Not connected
Connect Firebase to sync pricing, bookings, and loyalty points across ALL devices and browsers in real time. Free forever for this scale. Setup takes 5 minutes.
▶ SETUP GUIDE (click to expand)
Step 1 — Go to console.firebase.google.com
Step 2 — Click "Add project" → name it "5rivers-detail" → Continue
Step 3 — In the left menu: Build → Realtime Database → Create Database → Start in locked mode
Step 4 — In Project Overview → click the Web icon (</>) → Register app → Skip hosting
Step 5 — Copy the
Step 6 — Paste it below and click Connect
Database Rules — Do not leave the database in test mode. Open rules let anyone on the internet read every customer booking, phone number and credit application in your database — or erase all of it. Test mode also expires after 30 days and sync stops without warning. Use the locked-down ruleset from your setup guide instead.
Step 2 — Click "Add project" → name it "5rivers-detail" → Continue
Step 3 — In the left menu: Build → Realtime Database → Create Database → Start in locked mode
Step 4 — In Project Overview → click the Web icon (</>) → Register app → Skip hosting
Step 5 — Copy the
firebaseConfig object (the part inside the curly braces {})Step 6 — Paste it below and click Connect
Database Rules — Do not leave the database in test mode. Open rules let anyone on the internet read every customer booking, phone number and credit application in your database — or erase all of it. Test mode also expires after 30 days and sync stops without warning. Use the locked-down ruleset from your setup guide instead.
Once connected, your customer portal reads live pricing instantly. Booking notifications appear here in real time. Both devices stay in sync automatically.
LIVE DATABASE SYNC
Connect Firebase to sync pricing, bookings, and loyalty across ALL devices in real time. Free forever.
▶ SETUP GUIDE
1 → console.firebase.google.com → Add project
2 → Build → Realtime Database → Create → pick Locked mode
3 → Project Overview → Web icon (</>) → Register app → copy the
4 → Paste below → Connect
5 → Database → Rules → paste the locked-down ruleset from your setup guide → Publish. Do not leave it in test mode — open rules expose every customer record publicly.
2 → Build → Realtime Database → Create → pick Locked mode
3 → Project Overview → Web icon (</>) → Register app → copy the
firebaseConfig object4 → Paste below → Connect
5 → Database → Rules → paste the locked-down ruleset from your setup guide → Publish. Do not leave it in test mode — open rules expose every customer record publicly.
PAYMENT PROCESSORS
Connect Stripe and/or Square to accept real card, Apple Pay, and Google Pay payments from the Payments tab and from emailed/texted invoices.
🔒 Secret keys and access tokens are never stored here. Anything saved in this page is readable by any visitor, so only publishable/public IDs belong in these fields. To take payments, paste a Stripe or Square Payment Link above — those are safe to publish. To bring transactions in, use Import Bank Statement (CSV export from Stripe/Square/your bank).
BOOKING SYNC
All sources unified
Website bookings save to the CRM automatically. If you also take bookings directly through Square Appointments, import them here so revenue, P&L, and the calendar stay in sync across all channels.
OTHER PAYMENT ACCOUNTS
If customers also pay you through PayPal, Venmo, Cash App, or Zelle Business, save the business email/handle here for reference on invoices — then bring in the actual transaction history the same way as a bank statement, since none of these offer a direct browser connection either.
Tip: add PayPal/Venmo/Cash App as their own "account" in Accounts & Cards, then use Import Statement with their downloaded activity CSV to fold them into your P&L like any other account.
MARKETING & SOCIAL LOGINS
These buttons open each platform's real login/authorization screen. Important: finishing the connection and pulling live data back into the CRM needs a backend server to securely exchange the login for an access token — something a single web page can't do on its own. Once you sign in, use that platform's own dashboard for now; the lead-tracking tools below stay in demo mode until that backend exists.
Without an App ID/Client ID entered above, these buttons take you to each platform's general login page instead of a pre-filled authorization screen — still real, just one extra click to find your business account.
MESSAGING (SMS & EMAIL)
Not connected
⚠️ Important: This site has no backend server, so it can't safely make direct calls to Twilio or SendGrid — those require secret keys that should never sit in a browser (anyone with device access could extract and misuse them), and Twilio blocks direct browser calls regardless. Use the Webhook field below instead — connect a free Zapier or Make.com automation (webhook trigger → your Twilio/SendGrid action), and this site will actually send real messages through it. The fields below are kept for reference only and are not used to send anything directly.
📊 Meta Ads Integration
Token needs ads_read permission. Get from: Meta Business Suite → Settings → Users → System Users
📁 Bank Statement Import
📂
Drop CSV/OFX file here or click to browse
Supports Chase, Wells Fargo, Amex, Square, Stripe, PayPal exports
🔒 OWNER-ONLY — full business data. Not visible to staff or customers.
Lifetime Revenue
$0
Total Bookings
0
Total Customers
0
Avg Job Value
$0
REVENUE BY MONTH
EXPORT FULL DATA (SHEETS)
Download CSV files compatible with Google Sheets, Excel, or Numbers. Owner access only.
RAW DATA TABLE