SC

Care Plan Submissions Dashboard

Sun City Plumbing & Heating — Office Portal

LIVE DATA · NO AUTH YET

Views

Overview

Status Key

New Not yet reviewed

Contacted Office reached out

Signed Up Became a member — archived

Other Closed out, didn't convert — archived

Quick Links

🗂️ Company CRM
🗓️ Scheduling System
🧾 Service History
📦 Inventory Lookup

Links are placeholders — destinations to be set later.

Active Submissions

New and Contacted leads awaiting follow-up.

Submitted ▼	Customer ▲	Plan ▲	Total ▲	Status ▲

Status changes and notes are saved live to Cloudflare D1. Auth (Cloudflare Access + Entra ID) is not wired up here yet — do not share this link outside the office.

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Phone

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Best Time to Call

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Home Address

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Submitted

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Status

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Price Breakdown

Notes History

Changing status to Contacted, Signed Up, or Other prompts for an optional note. Marking a submission "Signed Up" or "Other" moves it out of the main queue and into Archives.

Update Status

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Notes (optional)