Dashboard
Welcome back — here's your business overview
Miracle Flooring CRM
Your leads, customers, estimates, follow-ups, and finances all in one place with your brand right on the main page.
Open Miracle CRM like an app
On iPhone or iPad, tap Share and choose Add to Home Screen. On Android, tap Install.
This only changes phone and tablet access. Your desktop CRM stays the same.
Recent estimates
Follow-ups needed
Incoming SMS Replies
Monthly Control
Track leads, estimate visits, wins, sales, expenses, and profit by month
Monthly Input
Goals
Conversion Graphic
Money Graphic
🏆 Jobs Won This Month
FIRST CALL
New leads from LeadConnector ready for your first phone call and call-back tracking
| Lead | Contact | Status | Next step | Actions |
|---|
Appointment List
Your upcoming estimate visits ordered by date and time
| Appointment | Customer | Address | Contact | Actions |
|---|
Customers
Your full customer database
| Name | Phone | Address | Source | Jobs | Actions |
|---|
Estimates
All your quotes in one place
| # | Customer | Type | Status | Follow-up | SMS | Actions |
|---|
Finance
Income, expenses and profit tracking
📈 Revenue by month (last 12 months) — click a bar to see jobs
🚀 Year Progress —
Expenses by category
Recent income (approved jobs)
| Date | Category | Description | Amount | Actions |
|---|
Calendar
Estimate appointments & job schedule
📅 This Week's Schedule
🏆 Won Jobs
All approved & completed jobs — revenue tracking
| Customer | Job type | Date | Amount | Paid | Balance | Payment | Status |
|---|
Invoices
Create and track customer invoices
| Invoice # | Customer | Amount | Due Date | Status | Actions |
|---|
SMS Center
Send follow-up messages to customers
SMS Log
Every message sent to your customers
Incoming SMS Replies
Every text reply received from customers
Email Log
Every estimate email sent from Gmail
❓ Help & Setup Guide
Everything you need to get started and use the CRM
⚡ Setup Status
📧 Connect Gmail
1. Go to Settings in the left menu
2. Scroll to "Gmail Integration" section
3. Click "Connect Gmail" button
4. Sign in with your Google account
5. Allow all permissions requested
✅ Used for: sending estimates, contracts, follow-up emails, and thank-you messages after jobs.
2. Scroll to "Gmail Integration" section
3. Click "Connect Gmail" button
4. Sign in with your Google account
5. Allow all permissions requested
✅ Used for: sending estimates, contracts, follow-up emails, and thank-you messages after jobs.
📱 Setup Twilio SMS
1. Go to twilio.com → create account
2. Get a phone number ($1/month)
3. Copy your Account SID + Auth Token
4. Add to your server
✅ Used for: automated follow-ups, appointment reminders, estimate notifications.
2. Get a phone number ($1/month)
3. Copy your Account SID + Auth Token
4. Add to your server
.env file:
TWILIO_ACCOUNT_SID=ACxxx...
TWILIO_AUTH_TOKEN=xxx...
TWILIO_PHONE=+1xxxxxxxxxx
5. Register A2P campaign in Twilio ConsoleTWILIO_AUTH_TOKEN=xxx...
TWILIO_PHONE=+1xxxxxxxxxx
✅ Used for: automated follow-ups, appointment reminders, estimate notifications.
🔗 Connect LeadConnector
1. Go to Settings → scroll to "LeadConnector"
2. Enter your Location ID
3. Enter your Private Token
4. Click "Connect"
5. Copy the webhook URL shown
6. In LeadConnector → Workflows → add webhook trigger pointing to that URL
✅ Used for: auto-importing new leads from your Facebook/Meta ads directly into First Call.
2. Enter your Location ID
3. Enter your Private Token
4. Click "Connect"
5. Copy the webhook URL shown
6. In LeadConnector → Workflows → add webhook trigger pointing to that URL
✅ Used for: auto-importing new leads from your Facebook/Meta ads directly into First Call.
💳 Setup Hearth Financing
1. Go to gethearth.com → sign up free
2. Complete your contractor profile
3. Get your unique contractor financing link
4. Go to Settings → paste link in "Hearth Financing Link"
5. Save settings
✅ Used for: offering customers financing options directly from estimates and the customer portal.
2. Complete your contractor profile
3. Get your unique contractor financing link
4. Go to Settings → paste link in "Hearth Financing Link"
5. Save settings
✅ Used for: offering customers financing options directly from estimates and the customer portal.
💬 Ask a Question
Settings
Company info & integrations
Company info (used on PDFs)
💳 Hearth Financing Link
Offer financing to customers directly from estimates. Once you sign up at gethearth.com, paste your contractor link here — a 💳 Offer Financing button will appear on every estimate.
⭐ Google Review Link
When a job is marked Completed, the customer automatically gets a thank-you SMS + email with this link asking for a review.
💡 Find your review link: Google Maps → your business → Share → Copy link. Or go to business.google.com
Company logo (for PDFs)
🖼️
Click to upload your logo
PNG or JPG, max 2MB
📅 Google Calendar Sync
Sync your CRM appointments & job dates to Google Calendar. You'll get email reminders the night before each event automatically.
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Twilio SMS
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Keys go in your
.env file:TWILIO_ACCOUNT_SID=AC...
TWILIO_AUTH_TOKEN=...
TWILIO_PHONE=+1...
LeadConnector / HighLevel
Not connected yet.
Manual import works right away. Automatic customer create/update is available through the webhook below when your CRM is reachable from the internet.
Google Gmail
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Automatic Follow-ups
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Automatic SMS and email follow-ups run every 15 minutes while this CRM server is running.
Customer Portal
Send customers a link to view and sign their estimate — no login needed
| Customer | Estimate # | Status | Sent | Signed | Actions |
|---|
Reviews & Referrals
Automatically ask happy customers for a Google review — then ask them to refer a friend
Referral SMS is always sent after the review SMS — never before.
| Customer | Estimate # | Review SMS | Referral SMS | Status | Actions |
|---|