PrepScore™ Estimator
Strategic Prep. Superior Return.
Property Information
Homeowner / Customer Saved to CRM on quote save
Job Details
Agent & Referral Builds agent history across all jobs
Rep Information ▼
Live Summary
Services Scored
0
Total Score
0
Prep Scope
Low
Subtotal
$0
Estimated Quote
$0
Services
Customer Center
Pipeline view — all customers by job status.
✦
Claude Intelligence
📌
Lien Exposure & Compliance
▼
Quote History
All saved estimates — click any quote to view details.
Smart Search
Ask Claude to find quotes in plain English.
Completed jobs over $15k Large homes 4000+ sqft Agent referrals booked In progress Lost estimates Extensive scope jobs
Agents & Referrers
Every agent linked to your quotes, with full job history.
📞 Communications
All calls and texts through your PTS business numbers.
Inbox
Request a Free Consultation
Tell us about your home and we'll be in touch within one business day.
No obligation. We'll contact you to schedule a walkthrough.
📦 Inventory & Price Book
✦
Track supplies, materials, and subcontractor costs. Assign to jobs to auto-calculate profitability.
⚡ Quick Add Item
$
📅 Dispatch Calendar
📋 Unscheduled Jobs
💬 Team Messaging
⚖️ Lien Tracking
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⏱️ Timeclock Review
Flagged offline-syncs surface first. Corrections create new immutable events; originals are never deleted.
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💰 Financial Dashboard
All financial data for the selected period. Admin only.
✦
💼 Financial Pipeline
📅 Monthly Revenue
💵 Cash vs Outstanding
👤 Rep Performance
🤝 Agent Referral Revenue
📋 All Jobs
📊 Commissions
Your commission earnings.
📅 — Commission Period
My Commission Records
Admin Panel
Manage pricing, services, and users.
✦ Claude AI Settings
Claude AI calls are routed through a secure server proxy. The API key is stored in Firestore and never sent to the browser.
🚐 Distribution Centers
Manage vans, trailers, and warehouse locations. Each is an independent inventory center.
💰 Job Costing Settings
Set your default labor rate. This is used to calculate job profit from timeclock data.
📐 Pricing Formula Settings
Controls how square footage affects service pricing. The power curve formula is:
price × (actual sqft ÷ baseline sqft) ^ exponent
Lower exponent = gentler scaling. Higher = more aggressive. 1.0 = fully linear (old formula).
0.5 = square root · 0.6 = recommended · 1.0 = linear
Set per-estimate in the calculator. Default: 2,000 sqft.
📋 Change History
No changes recorded yet.
💲 Customer Pricing Markup
Raw cost × (1 + markup%) = customer price
Set per-category markup percentages. Enable the global override to apply one rate to everything instantly.
%
Category
Markup %
Customer price
📋 Markup Change History
No changes recorded yet.
📞 Communications Settings

Telnyx SMS

API key and default sender number for outbound SMS via Telnyx.

Telnyx WebRTC (In-Browser Calling)

SIP credentials are now per-user. Edit a user in User Management to assign their SIP username and password.

Telnyx Webhook Security

Ed25519 public key for validating inbound Telnyx webhooks. Find it in Telnyx Portal → Auth → Public Key. Leave blank to skip validation.

Email Delivery (Resend)

API key for outbound email via Resend. Used for agent notifications and digests.

Customer Messaging

URLs and tokens used in AI-generated customer messages. Leave blank to skip.

⏱ Timesheets
User Management
Phone Number Assignment

Assign a Telnyx phone number to each user. Outbound SMS will be sent from the user's assigned number.

Pricing Matrix

Edit base prices for each score level (0–5). SqFt Scale and Lot Scale checkboxes control multiplier application.

Category Service SqFt Lot Score 1 Score 2 Score 3 Score 4 Score 5

➕ Add New Service

Score 0Score 1Score 2Score 3Score 4Score 5
⏱️ Timeclock Review
Review flagged offline-syncs and issue immutable corrections. Admin and finance only.
Audit Log
Click Refresh or scroll down to load audit log entries.
PREPSCORE
PREPARED TO SELL
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PrepScore Platform · Prepared To Sell