Leads
Lead Queue
4 leads scanned
Revenue Risk
2 unbilled leads
Next Action
Review refund request
Lead Disputes
Refund Request Tracker
Tracks active refund and dispute requests. Approved refunds are removed from this list.
| Date | Lead | Service | Issue | Status | Lead Cost | Outcome |
|---|
ChatGPT Dispute Assistant
Generate refund drafts from the selected lead and ask follow-up questions separately.
Generated Refund / Appeal Text
Ask ChatGPT / Refund Expert
PNL Ledger
OpenAI API Credit
Pull monthly spend from OpenAI. Current prepaid balance is not returned by the official costs API.
May Spend $0.00
Balance Left Dashboard only
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.
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.
Monthly Revenue vs Profit
$0.00
Thumbtack Account Balance
+$36.26
OpenAI API Usage
$0.00
Google Cloud Speech Usage
$0.00
| Month | Billed | TT 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.
| Date | Lead | Type | Subject | Status |
|---|
Calls
Call History
Latest calls from connected voice services and Asterisk.
| 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.
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 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.
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.
Test Call
Checking OpenAI connection...
Authentication
Current first-tenant login. Tenant ID is stored now so the platform can move toward multi-tenant data later.
Checking login settings...
Theme
Choose the CRM workspace appearance.
Phone
Choose the browser softphone ringtone.
Asterisk PBX
Generate and apply the running phone config from Postgres.
Checking Asterisk config...
Thumbtack API
Configure Thumbtack credentials and webhook URLs for lead intake and message tracking.
Checking Thumbtack API settings...
Email Setup
Mailbox used for refund, dispute, and appeal tracking.
Checking saved email password...