ATLAS
Contractor Calls & Tracking

AI-powered call tracking, lead scoring, and voice analytics for contractors. Every call recorded, transcribed, and analyzed with intelligent lead scoring.

1 Calls
2 Settings
3 Compliance
Calls Command Center
Calls — Main Feed
9:41
Calls
3 missed calls today. Sarah Johnson is your hottest lead — she called twice about kitchen renovation.
3
Missed
2
Hot Leads
87%
Answer Rate
SJ
Sarah Johnson
Called 2x about kitchen renovation — hot lead, respond ASAP
All
Inbound
Outbound
Starred
SJ
Sarah Johnson
Interested in kitchen renovation, wants estimate this week
Hot 2m ago
Mike Williams
Asking about roof repair pricing, comparing contractors
Warm 15m ago
(330) 555-0142
Missed call — no voicemail
Missed 1h ago
Jennifer Davis
Wants to schedule bathroom remodel consultation
4:32 2h ago
Robert Chen
Confirming Thursday deck estimate appointment
2:15 4h ago
(234) 555-0198
Missed call
Missed Yesterday
Call RecordingAll calls are recorded and transcribed for quality assurance and training purposes.

CallsIndex

useQuery(calls.queries.list, getStats, getHotLeads), filter state

Call Detail
9:41
Sarah Johnson
Call Information
Direction
Inbound
From
(330) 555-0187
To
(330) 555-3BIDS
Duration
4:32
Date
Feb 24, 2026 at 2:15 PM
Status
Answered
Recording
AI Analysis
92
/100
Lead Score
Sentiment
Positive
Urgency
High
Keywords
kitchen renovation
this week
free estimate
Summary
Caller is very interested in a complete kitchen renovation. Wants an in-home estimate this week. Budget around $25,000. Currently comparing 2 other contractors. High urgency — schedule estimate ASAP.
Call Transcript
[0:00] Hi, I found your company on 3Bids and I’m interested in getting a kitchen renovation estimate. We’re looking to do a full remodel — cabinets, countertops, the works...
View Full Transcript

CallDetail, CallDetailSheet

useQuery(calls.queries.getById)

Call Settings
Settings — Pro Plan
9:41
Call Settings
Enterprise
$1,999/mo
Unlimited minutes & transcriptions
AI call analysis & lead scoring
Multiple tracking numbers
Minutes 847 / unlimited
Transcriptions 234 / unlimited
AI Analyses 189 / unlimited
Usage This Month
Total Calls 127
Inbound 89
Outbound 38
Total Cost $49.00
Tracking Numbers
(330) 555-3BIDS
Main Business Line
Forwards to: (330) 555-0100
Campaign: Google Ads
Record Calls
Transcribe
AI Analysis
(330) 555-ROOF
Roofing Campaign
Forwards to: (330) 555-0100
Campaign: Roofing Flyers
Record Calls
Transcribe
AI Analysis
Pro PlanUpgrade to Pro for AI call scoring, sentiment analysis, and automated follow-up triggers.

CallSettings

useQuery(listTrackingNumbers, getCurrentUsage, getCallBundle), useMutation(updateTrackingNumberSettings)

Settings — Starter Plan
9:41
Call Settings
Starter
Free
Minutes 12 / 30
Transcriptions 3 / 5
AI Analyses 1 / 3
Unlock unlimited calls, AI analysis & more
Usage This Month
Total Calls 12
Inbound 8
Outbound 4
Total Cost $0.00
Tracking Numbers
No tracking numbers yet
Add a tracking number to start tracking calls by campaign and source

CallSettings — starter plan variant

Same component, empty trackingNumbers array

TCPA / DNC Compliance
Compliance Dashboard
9:41
Compliance
47
DNC Numbers
Active
Compliance
8a-9p
TCPA Hours (local)
Federal minimum — check state laws
3/day
Best Practice Limit
Quick Actions
Check Number
Verify if a number is on your Do-Not-Call list
(555) 123-4567
Safe to Call
DNC Sources
How numbers were added to your DNC list
Consent Revoked
18
Verbal Request
12
SMS Stop
9
Federal Registry
5
Litigator Flag
3
TCPA Compliance
The Telephone Consumer Protection Act restricts calls to 8 AM – 9 PM in the recipient’s local time and requires maintaining a Do-Not-Call list. Violations can result in $500–$1,500 per call.
Auto-enforced
Audit logged
TCPA ComplianceCalling numbers on the DNC list can result in fines up to $43,792 per violation.
DNC List — Active
9:41
DNC List
Search numbers...
47 numbers blocked
Showing first 100
(330) 555-0142
Consent Revoked
Added Mar 12, 2026
(216) 555-0891
Verbal Request — Customer called to opt out
Added Mar 10, 2026
(440) 555-0337
SMS Stop
Added Mar 8, 2026
(234) 555-0614
Federal Registry
Added Mar 5, 2026
(330) 555-0773
Litigator Flag
Added Mar 1, 2026
DNC List — Add Number
9:41
DNC List
Search numbers...
Add to DNC List
Phone Number
(555) 123-4567
Reason (optional)
Customer requested no calls
47 numbers blocked
(330) 555-0142
Consent Revoked
Added Mar 12, 2026
Check Number — Blocked
9:41
Compliance
47
DNC Numbers
Active
Compliance
Quick Actions
Check Number
Verify if a number is on your Do-Not-Call list
(330) 555-0142
On DNC List — Do Not Call
Source: Consent Revoked
Reason: Customer opted out
DNC List — Empty
9:41
DNC List
Search numbers...
DNC list is empty
Add numbers to prevent outbound calls to those contacts
DNC — Remove Confirmation
9:41
DNC List
Search numbers...
(330) 555-0142
Consent Revoked
Remove from DNC
Remove (330) 555-0142 from your Do-Not-Call list? This will allow calls to this number again.
1 Feed
2 Settings
3 Compliance
4 DNC
5 Analytics
Call Feed & Detail
9:41
Calls
3
Missed
2
Hot Leads
87%
Answer Rate
Recent Calls
Sarah Johnson
Missed • 12 min ago
Hot Lead
Mike Torres
Inbound • 3:42 • 1h ago
Converted
Lisa Chen
Outbound • 1:15 • 3h ago
Follow Up
SJ
Sarah Johnson
Hot Lead
Kitchen renovation inquiry — called 2x today, no answer
Lead Score
92
Sentiment
Urgent
AI Transcript Summary
“Looking for a full kitchen renovation including cabinets, countertops, and backsplash. Budget around $25K–$35K. Available for estimate this week.”
Settings & Analytics
9:41
Settings & Analytics
Call Settings
Auto-Record
AI Transcription
Lead Scoring
Missed Call SMS
Current Plan
Pro Plan
Unlimited calls • AI transcription • Lead scoring
Call Analytics
142
This Month
87%
Answer Rate
2:34
Avg Duration
Peak Hours
Compliance Dashboard & DNC List
9:41
Compliance
47
DNC Numbers
Active
Compliance
8a-9p
TCPA Hours
3/day
Best Practice
Check Number
(555) 123-4567
Check
DNC Sources
Consent Revoked18
Verbal Request12
SMS Stop9
Federal Registry5
DNC List
Search numbers...
Add
47 numbers blocked
(330) 555-0142
Consent Revoked · Mar 12
(216) 555-0891
Verbal Request · Mar 10
(440) 555-0337
SMS Stop · Mar 8
(234) 555-0614
Federal Registry · Mar 5
DNC Management
9:41
DNC Management
Search numbers...
Add
47 numbers blocked
(330) 555-0142
Consent Revoked · Mar 12
(216) 555-0891
Verbal Request · Mar 10
(440) 555-0337
SMS Stop · Mar 8
(234) 555-0614
Federal Registry · Mar 5
Add to DNC List
Phone Number
(555) 123-4567
Reason
Customer requested no calls
Check Number
(330) 555-0142
Check
On DNC List — Do Not Call
Source: Consent Revoked · Added Mar 12
DNC EnforcementNumbers on the DNC list are automatically blocked from outbound calls. Violations can result in fines up to $43,792 per call.
Analytics & Scoring
9:41
Analytics & Scoring
Call Volume
142
This Month
87%
Answer Rate
2:34
Avg Duration
Top Lead Scores
Sarah Johnson
92
Jennifer Davis
85
Robert Chen
67
Call Outcomes
Converted to Job34%
Estimate Scheduled28%
Follow-up Needed22%
No Action16%
Peak Hours
Lead ScoringCalls with scores above 80 convert at 3x the rate. Prioritize callbacks to high-scoring leads within 30 minutes.
1 Feed
2 Analytics
3 Compliance
4 DNC
5 Settings
Call Command Center
https://app.3bids.io/contractor/calls
3BidsCalls
Calls
Call Feed ⌘1
Leads ⌘2
Analytics ⌘3
Management
Compliance ⌘4
DNC List ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

Call Command Center

3
Missed
2
Hot Leads
87%
Answer Rate
142
This Month
Recent Calls
Sarah Johnson
Missed • 12 min ago
Mike Torres
Inbound • 3:42 • 1h ago
Lisa Chen
Outbound • 1:15 • 3h ago
AI Insights
3 missed calls today. Sarah Johnson is your hottest lead — she called twice about kitchen renovation.
Analytics & Performance
https://app.3bids.io/contractor/calls/analytics
3BidsCalls
Calls
Call Feed ⌘1
Leads ⌘2
Analytics ⌘3
Management
Compliance ⌘4
DNC List ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

Analytics & Performance

142
Total Calls
87%
Answer Rate
2:34
Avg Duration
+23%
Growth
Peak Hours
Call Outcomes
Compliance & DNC Management
https://app.3bids.io/contractor/calls/compliance
3BidsCalls
Calls
Call Feed ⌘1
Leads ⌘2
Analytics ⌘3
Management
Compliance ⌘4
DNC List ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

TCPA / DNC Compliance

47 DNC Active
47
DNC Numbers
Active
Compliance
8a-9p
TCPA Hours (local)
3/day
Best Practice Limit
Check Number
Verify if a number is on your DNC list
(555) 123-4567
Check
Safe to Call
DNC Sources
How numbers were added to your DNC list
Consent Revoked18
Verbal Request12
SMS Stop9
Federal Registry5
Litigator Flag3
TCPA Compliance
The Telephone Consumer Protection Act restricts calls to 8 AM – 9 PM in the recipient’s local time and requires maintaining a Do-Not-Call list. Industry best practice recommends no more than 3 attempts per number per day. Violations can result in $500–$1,500 per call.
DNC Management
https://app.3bids.io/contractor/calls/dnc
3BidsCalls
Calls
Call Feed
Analytics
Management
Compliance
DNC List
Settings
MK
Mike Kowalski
Contractor

DNC Management

Manage your Do-Not-Call list and check number compliance

Search DNC numbers...
Number
Reason
Source
Date Added
Action
(330) 555-0142
Customer opted out
Consent Revoked
Mar 12
(216) 555-0891
Called to opt out
Verbal Request
Mar 10
(440) 555-0337
Texted STOP
SMS Stop
Mar 8
(234) 555-0614
Federal registry
Federal Registry
Mar 5
Check Number
(555) 123-4567
Check
Safe to Call
Bulk ImportUpload a CSV of numbers to add to your DNC list. All imported numbers are immediately blocked from outbound calls.
Settings & Plans
https://app.3bids.io/contractor/calls/settings
3BidsCalls
Calls
Call Feed
Analytics
Management
Compliance
DNC List
Settings
MK
Mike Kowalski
Contractor

Settings & Plans

Manage your call plan, tracking numbers, and recording preferences

Starter
Free
30 min/mo • 5 transcriptions • 3 AI analyses
Call recording
1 tracking number
Lead scoring
Sentiment analysis
Enterprise
CURRENT
$1,999/mo
Unlimited everything
Unlimited minutes & transcriptions
AI call analysis & lead scoring
Multiple tracking numbers
Sentiment analysis
Tracking Numbers
Number
Label
Campaign
Forwards To
Status
(330) 555-3BIDS
Main Business
Google Ads
(330) 555-0100
Active
(330) 555-ROOF
Roofing Campaign
Roofing Flyers
(330) 555-0100
Active
Recording Settings
Auto-Record All Calls
AI Transcription
Lead Scoring
Missed Call SMS
Missed Call SMSEnable missed call SMS to automatically text callers when you can't answer. Contractors who reply within 5 minutes convert 3x more leads.

Data Architecture

Contractor Calls Tracking — AI-powered call tracking with lead scoring, compliance, and DNC management.

Source Files

  • screen CallsIndex
  • screen CallDetail
  • screen CallSettings
  • screen ComplianceDashboard
  • screen DNCListManager

Convex Queries

  • query getCalls
  • query getCallDetail
  • query getSettings
  • query getComplianceStatus
  • query getDNCList

Convex Mutations

  • mutation makeCall
  • mutation updateSettings
  • mutation addToDNC
  • mutation removeFromDNC
  • mutation flagCall

Call Lifecycle

Incoming
Answered
In Progress
Completed / Missed

Key Design Decisions

AI-Powered Lead Scoring

Every call analyzed with AI to generate a lead score (0-100), sentiment analysis, and keyword extraction for instant lead qualification.

Campaign Tracking Numbers

Multiple tracking numbers per contractor, each tied to a marketing campaign for attribution analytics.

Auto-Transcription

Calls recorded and transcribed in real-time. Full transcripts with keyword highlighting and summary generation.

TCPA/DNC Compliance

Built-in Do-Not-Call list with auto-enforcement. TCPA calling hours enforced automatically. Audit logging for every compliance action.

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