CRM Hub Flow — 3Bids Screen Flows

1 Hub

2 Contact & Call

3 Blueprints

4 Builder & Templates

5 Billing & Filters

6 Merge & Segmentation

8 CSR

12 Pipeline

CRM Hub

Empty State Live

9:41

CRM Hub

Pipeline

Close Rate

Repeat

Response

Welcome to Your
Command Center

Every call, every lead, every deal — tracked and automated from one place.

Get Started

Activate Your CRM

Contacts from calls and forms automatically appear here

Set Up Your Phone

Get a tracking number so every call is logged and recorded

Make Your First Call

AI scores leads and suggests the best next action

How It Works Calls come in → AI scores the lead → You close the deal. Blueprint automations handle follow-ups automatically.

CrmHub — contacts.length === 0

useQuery(api.calls.contacts.list), useQuery(api.calls.contacts.getStats)

Populated Hub Live

9:41

CRM Hub

Contacts

34%

Close Rate

22%

Repeat %

1.2h

Response

Search contacts, phone, email…

All (87) New (12) Contacted (23) Qualified (18) Proposal (8) Won (19) Lost (7)

Needs Attention

See All

Maria Gonzalez

(330) 555-0182

New

3 calls Referral 2h ago

James Wilson

(330) 555-0294

Qualified

5 calls Google Ads 2d ago

Robert Chen

(216) 555-0347

Proposal

2 calls Thumbtack 5d ago

CrmHub — populated, pipeline filter + search

useQuery(api.calls.contacts.list), crmWidgets.getCustomerCount / getRepeatCustomerRate / getEstimateConversion / getResponseTime

Contact & Call Detail

Contact Detail Live

9:41

Contact

Maria Gonzalez

(330) 555-0182

maria.gonzalez@email.com

New

Calls

Notes

Reminders

Calls

Notes

Reminders

Inbound

Booked

Today 2:14 PM · 3:42

Scheduled furnace inspection for Thursday

Inbound

Info

Feb 22 10:30 AM · 2:18

Initial inquiry about AC replacement

Missed

No Answer

Feb 21 4:05 PM · 0:00

ContactDetail — tabbed layout (Calls / Notes / Reminders)

useQuery(api.calls.contacts.getById), useMutation(api.calls.contacts.update)

Call Detail Live

9:41

Call Detail

(330) 555-0182

Maria Gonzalez

Appointment Booked

Direction

Inbound

Date

Feb 24, 2026 · 2:14 PM

Duration

3:42

Contact

Maria Gonzalez

AI Analysis

Lead Score

8/10

Sentiment

Positive

Summary

Homeowner inquired about furnace inspection. Has intermittent heating in upstairs bedrooms. Booked for Thursday 2/27. Mentioned interest in seasonal maintenance plan.

Suggested Next Steps

1. Confirm Thursday appointment via SMS
2. Prepare seasonal maintenance plan quote
3. Follow up after inspection with upsell

Keywords

furnace inspection heating issues maintenance plan upstairs

Transcript

Full Transcript

Agent: Hi, this is Sarah from Midwest HVAC Pros. How can I help you today?
Caller: Hi, I need to get my furnace checked. The upstairs bedrooms aren’t getting warm…
...12 more turns

CallDetail — AI analysis with lead score, sentiment, keywords, next steps

useQuery(api.calls.queries.getById)

Blueprint Automations

Blueprint List Live

9:41

Blueprints

Active

312

Total Runs

This Week

Search blueprints…

All Active (4) Paused (2) Drafts (1)

New Lead Follow-Up

Active

Trigger: New Lead

89 runs

Last: 2h ago

Post-Job Review Request

Active

Trigger: Job Completed

134 runs

Last: 1d ago

Missed Call Recovery

Paused

Trigger: Call Missed

56 runs

Last: 3d ago

Unlock More Blueprints Upgrade to Pro for unlimited automations, advanced triggers, and priority execution.

Seasonal Re-engagement

Draft

Trigger: Schedule

0 runs

BlueprintList — stats, search, filter, FAB to create, locked upsell state

useQuery(api.automations.queries.listAutomations), getContractorAutomationStats

Blueprint Detail Live

9:41

Blueprint

New Lead Follow-Up

Automatically nurtures new leads with email and SMS sequence

Active

89 Total Runs

92% Success

Last: 2h ago

Trigger

New Lead Created

Fires when a contact is added via call, form, or import

Steps

1. Send Email

Welcome email with service overview and booking link

2. Wait

Wait 4 hours

3. Send SMS

Follow-up text with direct scheduling link

4. Condition

If no response after 24h → continue

5. Voice Call

AI agent calls lead with personalized pitch

Recent Runs

2h ago

Maria Gonzalez

Completed

5h ago

James Wilson

Completed

1d ago

Robert Chen

Step 4

1d ago

Unknown (330...)

Failed

BlueprintDetail — info card, trigger, numbered steps, run history timeline

useQuery(api.automations.queries.getAutomation), RunTimeline component

Builder & Templates

Blueprint Builder Live

9:41

New Blueprint

Save

Blueprint Name

Bid Accepted Celebration

Trigger

Bid Accepted

Fires when a poster accepts a contractor’s bid

Steps

Send Email

Subject: “You’re booked! Here’s what’s next”

Wait

Wait 1 day

Send SMS

“Looking forward to your project! Questions? Reply here.”

BlueprintBuilder — trigger picker, step cards with connectors

useMutation(api.automations.mutations.create), StepEditor, TriggerPicker

Templates Gallery Live

9:41

Templates

All Lead Nurture Reviews Sales Scheduling Re-engage

Lead Nurture

New Lead Welcome Sequence

Email + SMS + voice call over 48 hours. Converts leads while they’re warm.

5 steps

Reviews

Post-Job Review Request

Waits 24h after job completion, sends review link via email and SMS.

3 steps

Sales

Quote Follow-Up Drip

3-touch sequence after sending a quote. Increases close rate by 40%.

6 steps

Scheduling

Appointment Reminder

SMS reminder 24h and 1h before scheduled appointment. Reduces no-shows.

4 steps

TemplateGallery — category filters, step icons, clone action

useQuery(api.automations.queries.listTemplates), TemplateCard component

Automation Billing & Filters

Automation Billing Live

9:41

Automation Billing

This Month

Actions used 1,247 / 5,000

Cost $12.47

Per-Action Pricing

Email $0.005/action

SMS $0.02/action

Voice call $0.15/action

CRM update $0.001/action

Calendar $0.003/action

AutomationBilling — usage meter, per-action pricing, upgrade CTA

useQuery(api.automations.queries.getBillingUsage), Stripe upgrade flow

Template Gallery Enhanced Live

9:41

Blueprint Templates

All New Lead Bid Won Payment Appointment Follow-Up Onboarding Review Referral Seasonal Custom

Lead Nurture

Welcome Sequence

5-step onboarding flow via email and SMS. Converts new leads within the first 48 hours.

5 steps

Sales

Bid Follow-Up

3-step email drip after submitting a bid. Keeps you top of mind while the homeowner decides.

3 steps

Reviews

Post-Job Review

4-step sequence via email and push notification. Requests a review after job completion.

4 steps

TemplateGalleryEnhanced — 11 trigger-type filter pills, “Use Template” CTA

useQuery(api.automations.queries.listTemplates), triggerType filter param

Status Filters Live

9:41

Automations

All (12) Active (7) Paused (3) Drafts (2)

New Lead Welcome

Active

234 runs

Quarterly Check-in

Paused

89 runs

Holiday Promo

Draft

0 runs

StatusFilters — status chip filters, per-card actions (Pause/Resume/Edit)

useQuery(api.automations.queries.listAutomations, { status }), useMutation(api.automations.mutations.updateStatus)

Customer Merge & Segmentation

Duplicate Contacts Live

9:41

Duplicate Contacts

5 Potential Duplicates Found

Review and merge to keep your CRM clean

Maria Gonzalez

(330) 555-0182 · 2 records

92% Match

James Wilson

(330) 555-0294 · 2 records

98% Match

Robert Chen

(216) 555-0347 · 2 records

85% Match

Lisa Santos

(440) 555-0891 · 2 records

78% Match

Tom Jackson

(216) 555-0512 · 2 records

88% Match

DuplicateContactsScreen — AI-detected duplicate pairs with confidence scoring, merge/keep actions.

useQuery(api.calls.contacts.findDuplicates) · useMutation(api.calls.contacts.merge)

Segmentation & Tags Planned

9:41

Segments & Tags

Active Segments

VIP Customers Auto

High-value repeat clients

Repeat Clients Auto

2+ completed jobs

At Risk Manual

No activity in 90+ days

New Leads Auto

Added in last 30 days

Tags

HVAC (45) Plumbing (32) Referral (28) Priority (18) Commercial (14) Insurance (11) Emergency (9) Warranty (7)

SegmentationScreen — AI-powered segments with auto/manual modes, tag management.

useQuery(api.calls.contacts.listSegments) · useMutation(api.calls.contacts.createSegment)

Business Accounts & Import

Business Accounts Live

9:41

Business Accounts

Accounts

$128K

Total Revenue

Search businesses…

All (14) Property Mgmt (5) Commercial (6) Government (3)

Apex Property Management

Property Management · Est. 2019

Property Mgmt Active

Contacts

Jobs

$42K

Revenue

Summit Commercial Group

Commercial Real Estate · Est. 2015

Commercial Active

Contacts

Jobs

$58K

Revenue

City of Akron — Facilities

Government · Contract 2024

Government Pending Renewal

Contacts

Jobs

$28K

Revenue

Pro Tip Link contacts to business accounts to track B2B revenue and streamline invoicing for property managers.

BusinessAccounts — B2B account list with linked contacts, revenue, job counts

app/(contractor)/(tabs)/(home)/crm/business-accounts/index.tsx

CRM Import Live

9:41

Import Contacts

Import Method

CSV Upload

Import contacts from a spreadsheet file

Google Contacts

Sync contacts from your Google account

Phone Contacts

Import from your device address book

Recent Imports

customers-feb-2026.csv

Feb 20, 2026 · 142 contacts

Complete

142 imported · 3 duplicates merged 100%

google-sync-auto

Running now · 89 of 120 contacts

In Progress

89 imported · 31 remaining 74%

Duplicate Detection Imported contacts are automatically checked against existing records. Duplicates are flagged for review in the Merge screen.

CrmImport — CSV upload, Google sync, phone contacts, import status tracking

useMutation(api.calls.contacts.importCsv) · useQuery(api.calls.contacts.getImportStatus)

CSR Call Interface

CSR Dashboard

9:41

CSR Hub

Today

Missed

Hot Leads

88%

Answer

Search customer (phone, name, email)…

Quick Actions

Start Call

Open phone frame

New Lead

Add customer manually

Callback Queue

View pending callbacks

Reports

View call analytics

Recent Calls

See All

Maria Gonzalez

(330) 555-0182 - 12 min ago

3:42

(330) 555-0491

(330) 555-0491 - 28 min ago

Missed

3 missed calls need callback

Tap to view callback queue

CSR Best Practice Answer within 3 rings, use the customer’s name, and always mention the STUWHDCA cross-sell checklist.

CSRDashboardScreen — app/(contractor)/csr/index.tsx

useQuery(api.calls.queries.list) · useQuery(api.calls.queries.getStats)

Active Call — Phone Frame

9:41

Phone Frame

Maria Gonzalez

(330) 555-0182

3 calls

maria@example.com

1420 Market St, Akron OH

Source: Referral

Primary Service

Carpet

Upholstery

Tile & Grout

Hardwood

STUWHDCA Cross-Sell

3/8

Scotchgard

Tile

Upholstery

Wood

HVAC

Dryer

Carpet

Area Rugs

Schedule

Quick Quote

Call Notes

Customer interested in whole-house carpet + Scotchgard. Has a dog — mentioned pet stain concerns.

Call Disposition

Booked

Callback

No Sale

Wrong #

Voicemail

Always Disposition Every call must end with a disposition. This data drives pipeline reports and callback queues.

PhoneFrameScreen — app/(contractor)/csr/phone-frame.tsx

useQuery(api.calls.contacts.getById) · useMutation(api.calls.contacts.create)

Automations

Automations List

9:41

Automations

Active

Paused

847

Runs

Search automations…

New Lead Follow-Up

Active

Trigger: New contact created

Action: Send welcome email + SMS

Last run: 2 min ago · 342 runs

Missed Call Callback

Active

Trigger: Call missed

Action: Auto-SMS + schedule callback

Last run: 18 min ago · 189 runs

Win-Back Campaign

Paused

Trigger: 90 days no activity

Action: Drip email sequence

Last run: 3 days ago · 56 runs

Job Complete Review

Active

Trigger: Job marked complete

Action: Request review + referral

Last run: 1 hr ago · 260 runs

Automation Power Active automations run 24/7. Pause anytime without losing your configuration.

AutomationsIndex — app/(contractor)/(tabs)/(home)/crm/automations/index.tsx

useQuery(api.automations.list)

Create Automation

9:41

Create Automation

Automation Name

e.g. New Lead Follow-Up

When This Happens (Trigger)

New Contact Created

When a new lead enters your CRM

Call Missed

When an inbound call goes unanswered

Time-Based

After X days of inactivity

Job Status Changed

When a job transitions to a new status

Then Do This (Actions)

Send Email

Template-based or custom

Send SMS

Quick text to customer

Conditions (Optional)

Add Condition

Lead Source

equals

Google Ads

Delay

Wait 5 minutes

Before executing actions

AutomationsNew — app/(contractor)/(tabs)/(home)/crm/automations/new.tsx

useMutation(api.automations.create)

Business Accounts

9:41

Business Accounts

Accounts

$124K

Total Value

Search accounts…

Riverside Property Mgmt

Sarah Chen · GM

14 contacts

$48,200

6 jobs

Summit Construction LLC

Mike Torres · Owner

8 contacts

$31,750

4 jobs

Oakwood HOA

Janet Wu · Board Chair

22 contacts

$44,050

9 jobs

Group by Business Link contacts to business accounts to track commercial relationships and total lifetime value.

BusinessAccountsIndex — app/(contractor)/(tabs)/(home)/crm/business-accounts/index.tsx

useQuery(api.crm.businessAccounts.list)

Pipeline Kanban

Pipeline

9:41

Pipeline

$87K

In Pipeline

34%

Win Rate

Lead 5

Kitchen Remodel

J. Martinez · $12,400

Deck Repair

R. Chen · $3,200

Qualified 3

Bathroom Reno

A. Patel · $18,500

Proposal 2

Full HVAC Install

D. Kim · $24,800

Roof Replacement

L. Johnson · $15,600

Won 4

Carpet Install

M. Gonzalez · $4,800

Lost 2

Window Replace

T. Brown · $7,900

Swipe to Browse Scroll horizontally through pipeline stages. Drag cards between columns to update deal status.

PipelineKanban — app/(contractor)/(tabs)/(home)/crm/index.tsx (pipeline view)

useQuery(api.crm.pipeline.list)

Merge Contacts

9:41

Merge Contacts

3 Potential Duplicates Found

AI detected contacts that may be the same person

Duplicate Pair #1 — 94% Match

Contact A

John Martinez

(330) 555-0142

john@email.com

3 calls · 1 job

Contact B

J. Martinez

(330) 555-0142

jmartinez@gmail.com

1 call · 0 jobs

Merged Result

John Martinez

(330) 555-0142 · john@email.com, jmartinez@gmail.com

4 calls · 1 job (combined)

Duplicate Pair #2 — 87% Match

Contact A

Amy Nguyen

(216) 555-0398

Contact B

A. Nguyen

(216) 555-0398

Smart Merge AI compares phone numbers, emails, and names to find duplicates. Merging combines all history into one record.

ContactsMerge — app/(contractor)/(tabs)/(home)/crm/contacts/merge.tsx

useQuery(api.crm.contacts.findDuplicates) · useMutation(api.crm.contacts.merge)

1 Contacts & Calls

2 Blueprints

3 Builder & Templates

4 Billing & Filters

5 Merge & Segmentation

6 Business & Import

7 CSR

Contacts & Calls

9:41

CRM Hub

Contacts

34%

22%

Repeat

1.2h

Response

Search contacts, phone, email…

All (87) New (12) Qualified (18) Won (19)

Maria Gonzalez

(330) 555-0182 · 3 calls

New

James Wilson

(330) 555-0294 · 5 calls

Qualified

Robert Chen

(216) 555-0347 · 2 calls

Proposal

Sarah Johnson

(234) 555-0912 · 8 calls

Won

Maria Gonzalez

(330) 555-0182 · maria.gonzalez@email.com

New

Calls

Notes

Reminders

Recent Calls

Inbound · Today 2:14 PM · 3:42

Scheduled furnace inspection for Thursday

Booked

Inbound · Feb 22 10:30 AM · 2:18

Initial inquiry about AC replacement

Info

Missed · Feb 21 4:05 PM

No Answer

AI Analysis

Lead Score

8/10

Sentiment

Positive

Homeowner inquired about furnace inspection. Has intermittent heating in upstairs bedrooms. Booked for Thursday 2/27. Mentioned interest in seasonal maintenance plan.

Blueprints & Automation

9:41

Blueprints

Active

312

Total Runs

This Week

New Lead Follow-Up

89 runs · Last: 2h ago

Active

Post-Job Review Request

134 runs · Last: 1d ago

Active

Missed Call Recovery

56 runs · Last: 3d ago

Paused

Seasonal Re-engagement

0 runs · Draft

Draft

New Lead Follow-Up

Automatically nurtures new leads with email and SMS sequence

Active

Total Runs

92%

Success

Last Run

Workflow Steps

1. Send Email

Welcome email with service overview

2. Wait

Wait 4 hours

3. Send SMS

Follow-up with scheduling link

4. Condition

If no response after 24h

5. Voice Call

AI agent calls lead with personalized pitch

Recent Runs

Maria Gonzalez

2h ago Completed

James Wilson

5h ago Completed

Unknown (330...)

1d ago Failed

Builder & Templates

9:41

New Blueprint

Save

Blueprint Name

Bid Accepted Celebration

Trigger

Bid Accepted

Fires when a poster accepts a bid

Steps

Send Email

“You're booked! Here's what's next”

Wait

Wait 1 day

Send SMS

“Looking forward to your project!”

Save Draft

Publish

Templates

All Lead Nurture Reviews Sales

Lead Nurture

New Lead Welcome Sequence

Email + SMS + voice call over 48 hours. Converts leads while they're warm.

5 steps Clone

Reviews

Post-Job Review Request

Waits 24h after job completion, sends review link via email and SMS.

3 steps Clone

Sales

Quote Follow-Up Drip

3-touch sequence after sending a quote. Increases close rate by 40%.

6 steps Clone

Billing & Filters

9:41

Automation Billing

This Month

Actions used1,247 / 5,000

Cost$12.47

Per-Action Pricing

Email$0.005

SMS$0.02

Voice Call$0.15

CRM Update$0.001

Automation Status

All (12)Active (7)Paused (3)

New Lead Welcome

234 runs

Active

Quarterly Check-in

89 runs

Paused

Holiday Promo

0 runs

Draft

Upgrade AvailableGet unlimited automations and advanced triggers with the Pro plan.

Merge & Segmentation

9:41

Duplicate Contacts

5 Potential Duplicates

Review and merge to keep CRM clean

Maria Gonzalez

2 records · 92% match

92%

James Wilson

2 records · 98% match

98%

Robert Chen

2 records · 85% match

85%

Active Segments

VIP Customers

High-value repeat

Repeat Clients

2+ completed jobs

At Risk

90+ days inactive

New Leads

Last 30 days

Smart SegmentsAuto-segments update in real time as contacts match your criteria.

Business Accounts & Import

9:41

Business Accounts

Accounts

$128K

Revenue

Apex Property Mgmt

8 contacts · 23 jobs · $42K

Active

Summit Commercial

12 contacts · 31 jobs · $58K

Active

City of Akron

4 contacts · 15 jobs · $28K

Renewal

Import Contacts

CSV Upload

Import from spreadsheet

Google Contacts

Sync from Google

Phone Contacts

Import from device

Recent Imports

customers-feb-2026.csv

142 contacts · Complete

100%

google-sync-auto

89 of 120 · Running

74%

Duplicate DetectionImported contacts are automatically checked against existing records.

CSR Call Queue & Active Call

9:41

CSR Hub

Today

Missed

Hot Leads

88%

Answer

Search customer…

Recent Calls

Maria Gonzalez3:42

(330) 555-0182 · 12 min ago

(330) 555-0491Missed

(330) 555-0491 · 28 min ago

James Wilson5:18

(330) 555-0294 · 1h ago

Sarah Chen2:55

(330) 555-0773 · 2h ago

Queue Priority Missed calls and hot leads are highlighted. Click any call to load it in the Phone Frame.

Phone Frame

End Call

Maria Gonzalez

(330) 555-0182 · Source: Referral

3 calls

maria@example.com

Address

1420 Market St, Akron OH

Primary Service

Carpet Upholstery Tile Hardwood

STUWHDCA3/8

Schedule

Quick Quote

Call Notes

Customer interested in whole-house carpet + Scotchgard. Has a dog — pet stain concerns.

Disposition

Booked

Callback

No Sale

Wrong #

Voicemail

1 CRM Dashboard

2 Blueprints & Billing

3 Merge

4 Segments

5 Business & Import

6 CSR

CRM Dashboard

https://app.3bids.io/contractor/crm

CRM Dashboard

4,281

Total Contacts

847

Active Leads

92%

Reach Rate

$142K

Pipeline Value

Contacts Pipeline

All New Won

Contact

Status

Calls

Source

Maria Gonzalez

New

Referral

James Wilson

Qualified

Google

Robert Chen

Proposal

Thumbtack

Sarah Johnson

Won

Direct

Recent Calls

Maria Gonzalez · 3:42

Booked · Today 2:14 PM

8/10

James Wilson · 5:11

Follow-up · Today 11:20 AM

6/10

Robert Chen · 0:00

Missed · Yesterday 4:05 PM

N/A

Pipeline Performance

Blueprints & Billing

https://app.3bids.io/contractor/crm/blueprints

Blueprints & Billing

Active

312

Total Runs

$12.47

This Month

1,247

Actions Used

All Blueprints

Name

Status

Runs

Last

New Lead Follow-Up

Active

2h ago

Post-Job Review

Active

134

1d ago

Missed Call Recovery

Paused

3d ago

Seasonal Re-engagement

Draft

—

Billing — This Month

Actions used 1,247 / 5,000

Per-Action Pricing

Email$0.005

SMS$0.02

Voice Call$0.15

CRM Update$0.001

Quick Actions

+ New Blueprint

Browse Templates

Upgrade Plan

Customer Merge

https://app.3bids.io/contractor/crm/merge

Merge: Maria Gonzalez

92% Match Confidence

Record A

Created Mar 2, 2026

Primary

Name

Maria Gonzalez

Phone

(330) 555-0182

maria.g@email.com

Calls

3 calls

Stage

New

Record B

Created Feb 18, 2026

Duplicate

Name

Maria G. Gonzalez

Phone

(330) 555-0182

mgonzalez@gmail.com

Calls

1 call

Stage

Contacted

Segment Builder

https://app.3bids.io/contractor/crm/segments/builder

Segment Builder

23 contacts match

Segment Name

VIP Customers

Filter Conditions

WHERE

Total Spent

greater than

$5,000

AND

Jobs Completed

at least

Tag

equals

Priority

Business Accounts & Import

https://app.3bids.io/contractor/crm/business-accounts

Business Accounts

Accounts

$128K

Revenue

Contacts

Total Jobs

All Accounts

Name

Type

Contacts

Revenue

Status

Apex Property Mgmt

Property Mgmt

$42K

Active

Summit Commercial

Commercial

$58K

Active

City of Akron

Government

$28K

Renewal

Pro TipLink contacts to business accounts to track B2B revenue and streamline invoicing.

CSR Call Center

https://app.3bids.io/contractor/csr

CSR Call Center

Calls Today

Missed

Hot Leads

88%

Answer Rate

Recent Calls

Search…

Caller

Phone

Time

Status

Maria Gonzalez

(330) 555-0182

12 min ago

3:42

(330) 555-0491

28 min ago

Missed

James Wilson

(330) 555-0294

1h ago

5:18

Sarah Chen

(330) 555-0773

2h ago

2:55

Active Call

End

Maria Gonzalez

(330) 555-0182

Service

Carpet

STUWHDCA · 3/8

CSR Workflow Select a caller from the queue, follow the STUWHDCA checklist, and disposition every call for accurate pipeline reporting.

CRM Dashboard

Blueprints & Billing

Merge: Maria Gonzalez

Segment Builder

Business Accounts

CSR Call Center

Data Architecture

Source Files

Convex Queries

Convex Mutations

Schema Tables

Pipeline Status Flow

Key Design Decisions