ATLAS
In-Home Consultation

Five-stage pipeline command center for contractors. Accept leads, schedule visits, present estimates, and close deals in person.

1 New Leads
2 Purchased
3 Scheduled
4 Completed
5 Won
1 Pipeline & Lead List
2 Consultation Detail
3 Estimate Builder
1 Consultation Command Center
2 Pipeline Analytics
STEP 1 — PIPELINE COMMAND CENTER (NEW LEADS)
NEW LEADS — CARD STACK
9:41
In-Home Leads
Auto-accept on · 3 of 10 this month Manage
$342
SPENT
7
LEADS
43%
WIN RATE
$49
AVG FEE
New 3
Purchased 2
Scheduled 4
Completed 5
Won 2
Maria K.
Roof Replacement — Full Tear-Off
Roofing
Maria K.
Akron, OH
12m ago
3 spots
Complete roof tear-off and replacement. Existing shingles are 22 years old with visible damage from recent storm activity.
$67.50
lead fee
12m ago
1 spot left
Details →

InHomeLeadsScreen — Pipeline Command Center

useQuery(api.contractor.inHomeLeads.getByStatus) + useAction(purchaseWithPayment)

PURCHASED — SCHEDULE VISIT
9:41
In-Home Leads
New 3
Purchased 2
Scheduled 4
Completed 5
Won 2
James R.
James R.
HVAC System Replacement
Cuyahoga Falls, OH · 2h ago
Schedule within 24hrs for best close rate
Susan W.
Susan W.
Kitchen Plumbing Remodel
Hudson, OH · 3d ago
3 days without contact · Response rate drops after 48hrs

PurchasedStagePanel — Cards + TipCards (urgency/stale)

daysSincePurchase() drives contextual tip logic

SCHEDULED — TIMELINE VIEW
9:41
In-Home Leads
New 3
Purchased 2
Scheduled 4
Completed 5
Won 2
Today
10:00
AM
Patricia L.
Bathroom Remodel · Stow
CONFIRMED
Homeowner confirmed · Review photos before visit
2:30
PM
Robert M.
Furnace Install · Tallmadge
PENDING
Awaiting homeowner confirmation
Tomorrow
9:00
AM
David T.
Siding Repair · Munroe Falls
CONFIRMED
Homeowner confirmed · Review photos before visit
1:00
PM
Karen B.
Deck Build · Fairlawn
PENDING
Awaiting homeowner confirmation

ScheduledStagePanel — Timeline grouped by date

groupByDate() + formatTime() + isToday()/isTomorrow() helpers

STEP 2 — CONSULTATION DETAIL & MESSAGING
DETAIL — OFFERED LEAD
9:41
In-Home Consultation
Maria K.
Maria K.
Roof Replacement — Full Tear-Off
Akron, OH 44313
PENDING
DM
Schedule
Photos
Design & Close
Messaging Not Available
Accept this lead to start messaging the homeowner.
Lead Fee
$67.50
Medium competition

InHomeConsultationScreen — Offered lead detail

purchaseWithPayment action + declineLead mutation

DETAIL — ACTIVE (DM TAB)
9:41
In-Home Consultation
James R.
James R.
HVAC System Replacement
Cuyahoga Falls, OH
ACCEPTED
Call
Message
DM
Schedule
Photos
Design & Close
Hi! I saw you accepted my lead. When can you come by for an estimate?
10:22 AM
Hi James! I have availability tomorrow at 10am or Thursday at 2pm. What works best?
10:25 AM
Tomorrow at 10am would be perfect. The address is 1842 Portage Trail.
10:28 AM
Great, I'll be there at 10. I'll bring a few options for you to consider.
10:30 AM

DMTab — Real-time messaging via Convex

useQuery(api.messaging.messages.listForJob) + useMutation(send)

DETAIL — DESIGN & CLOSE
9:41
In-Home Consultation
Patricia L.
Patricia L.
Bathroom Remodel
Stow, OH 44224
SCHEDULED
DM
Schedule
Photos
Design & Close
Design Studio
Close & Propose
Details
Photos
Review
One-Time
Recurring
Description *
Complete bathroom remodel including new vanity, tiled shower, and updated fixtures.
Timeline
5-7 business days
Price *
$12,500
Materials (optional)
Warranty
1 year parts and labor

CloseProposalSubTab — 3-step proposal wizard

serviceType toggle (one_time | recurring) + step indicator

STEP 3 — ESTIMATE BUILDER & COMPLETED/WON
ESTIMATE BUILDER — TIERED PRICING
9:41
CREATE ESTIMATE
Roof Replacement — Full Tear-Off
Maria K. · Akron, OH
Good
Basic
Better
Standard
RECOMMENDED
Best
Premium
Package Name
Standard Package
Description
Architectural shingles with 30-year warranty, full ice/water shield, new drip edge and flashing.
Price
$14,800
$16,200
Line Items
Tear-off & Disposal
Remove existing shingles, underlayment, haul away
$3,200
Architectural Shingles
CertainTeed Landmark Pro, 30-year warranty
$6,400
Ice/Water Shield
Full coverage eaves & valleys
$2,100
Flashing & Drip Edge
New aluminum drip edge, step flashing
$1,800
Estimated Days
3-5 days
12 months warranty

EstimateBuilder — Good/Better/Best tiered pricing

createOption + updateOption + deleteOption mutations

COMPLETED & WON — HISTORY
9:41
In-Home Leads
New 3
Purchased 2
Scheduled 4
Completed 5
Won 2
7
Visits
3
Won
43%
Win Rate
Patricia L.
Patricia L.
Bathroom Remodel · Feb 22
Won
David T.
David T.
Siding Repair · Feb 20
Won
Karen B.
Karen B.
Deck Build · Feb 18
Lost
Similar jobs convert 22% on follow-up · Set Reminder
Robert M.
Robert M.
Furnace Install · Feb 16
Lost
Similar jobs convert 22% on follow-up · Set Reminder
James R.
James R.
HVAC Replacement · Feb 14
Won

HistoryStagePanel — Stats bar + history cards

useQuery(api.contractor.inHomeLeads.getStats) + recovery TipCards

Data Architecture

Screens & Components

  • app/(contractor)/(tabs)/(home)/in-home/index.tsx — Pipeline Command Center (5-stage)
  • app/(contractor)/(tabs)/(home)/in-home/[id].tsx — Consultation Detail (4 tabs: DM, Schedule, Photos, Design & Close)
  • app/(contractor)/(tabs)/(home)/in-home/estimate/[leadId].tsx — Estimate Builder screen
  • components/estimates/EstimateBuilder.tsx — Good/Better/Best tier form component
  • components/estimates/TierCard.tsx — Tier display card
  • components/estimates/TierSelector.tsx — Tier selection UI

Backend APIs

  • api.contractor.inHomeLeads.getByStatus — Pipeline counts per stage
  • api.contractor.inHomeLeads.list — Leads by status (offered, purchased, scheduled, completed, converted)
  • api.contractor.inHomeLeads.get — Single lead detail
  • api.contractor.inHomeLeads.purchaseWithPayment — Accept lead (action + Stripe)
  • api.contractor.inHomeLeads.decline — Decline lead
  • api.contractor.inHomeLeads.markScheduled — Transition to scheduled
  • api.contractor.inHomeLeads.markCompleted — Transition to completed
  • api.contractor.inHomeLeads.markConverted — Won — recover to platform
  • api.contractor.inHomeLeads.getStats — Monthly metrics

Pipeline Stages

  • new (offered) — Card stack with Accept/Pass. Avatar + anonymized names.
  • purchased — Cards with Message/Schedule buttons. Contextual TipCards for urgency and staleness.
  • scheduled — Timeline groups (Today/Tomorrow/Date). Confirmed vs pending status.
  • completed — Stats bar (Visits/Won/Win Rate) + history cards. Recovery TipCards for lost leads.
  • won — Filtered view showing only converted jobs.

Hooks & State

  • useState<PipelineStage> — Active pipeline tab (new | purchased | scheduled | completed | won)
  • useState<TabKey> — Detail view tabs (dm | schedule | photos | design)
  • useQuery(autoAccept.getPreferences) — Auto-accept settings
  • useQuery(autoAccept.getMonthlySpending) — Budget tracker
  • api.messaging.messages.listForJob — Real-time DM thread
  • api.estimates.options.* — Create, update, delete estimate tiers
  • api.estimates.queries.getSelectionForBid — Homeowner tier selection (prevents deletion of selected tier)

Estimate Builder

  • TierFormData — tier, tierName, tierDescription, price, originalPrice, items[], isRecommended, estimatedDays, warrantyMonths, warrantyDescription
  • LineItem — name, description, quantity, unitPrice, totalPrice, isIncluded
  • TierType — good | better | best
  • Default tier names: Basic Package, Standard Package, Premium Package
  • "Better" tier defaults to isRecommended: true

Design & Close Flow

  • Design Studio sub-tab: Current space photos + reference photos + vision description → AI visualization
  • Close & Propose sub-tab: 3-step wizard (Details → Photos → Review)
  • Service type toggle: One-time vs Recurring
  • Recurring options: Weekly, Biweekly, Monthly, Quarterly, Biannual, Annual, Custom
  • markConverted(jobAmount) — Recovers job to platform, triggers contract generation
Pipeline & Lead List
Pipeline & Lead List
9:41
Pipeline & Lead List
Pipeline Stats
24
New Leads
12
Scheduled
+8
This Week
$18K
Pipeline
Active Leads
Jennifer Adams — Kitchen Remodel
Akron, OH · Requested Mar 8
New
Robert Chen — Bathroom
Canton, OH · Requested Mar 7
Scheduled
Maria Lopez — HVAC Install
Cuyahoga Falls · Mar 5
Estimated
Consultation Detail
Consultation Detail
9:41
Consultation Detail
Lead Details
Homeowner
Jennifer Adams
Project
Kitchen Remodel
Address
456 Oak Ave, Akron, OH
Project Photos
Detailed view with all project information, photos, and metadata.
Consultation Notes
Add consultation notes here...
Estimate Builder
Estimate Builder
9:41
Estimate Builder
Line Items
Labor — Demo
$2,400
Materials — Cabinets
$4,800
Materials — Countertops
$3,200
Options
Include tax
Show breakdown
Add warranty
Estimate Summary
$10,400
Subtotal
$832
Tax
$11,232
Total
$3,370
Deposit
Consultation Command Center
Consultation Command Center
https://app.3bids.io/contractor/consultations
3Bids
Main
Pipeline ⌘1
Scheduled ⌘2
Estimates ⌘3
Leads ⌘4
Analytics ⌘5
Settings ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,

Consultation Command Center

24
New Leads
12
Scheduled
87%
Win Rate
$142K
Revenue
Recent Activity
New lead: Jennifer Adams
2 minutes ago
Consultation completed
15 minutes ago
Estimate accepted
1 hour ago
Pipeline Conversion
Pipeline Analytics
Pipeline Analytics
https://app.3bids.io/contractor/consultations/analytics
3Bids
Main
Pipeline ⌘1
Scheduled ⌘2
Estimates ⌘3
Leads ⌘4
Analytics ⌘5
Settings ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,

Pipeline Analytics

156
Total Leads
87%
Win Rate
$142K
Revenue
3.2x
ROI
Top Performing
Kitchen remodels: 92% win rate
This quarter
Bathrooms up 15%
vs. last month
4.9 avg review score
All time
Revenue by Category