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Who sees this: Internal to the business: owners and office roles with marketing access. Field workers and client portals never see it.
Obra · Marketing · Campaigns
HARTMAN CONTRACTING
Every campaign ties back to real leads and won jobs.
CAMPAIGNSPENDLEADSWINSREVENUE
Referral offer · past clients$063$5,240
Google profile · pool service$85123$4,100
Neighborhood flyers · Playa Hermosa$12092$3,900
Review request draftedReferral list readyPost art from library
Connected by design
Follow the relationship from client and site through job, visit, documents, and payment.
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Owners, office teams, field workers, and clients each see what their work requires.
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Suggestions remain suggestions until a person confirms what becomes official.