Dashboard
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Active Properties
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Contacts
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Pending Offers
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Commission YTD
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AUD
Needs Your Attention0
This Week0
Today0
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Next 7 Days0
Tasks Due0
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🎯 Today's Prospecting List0
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Directory
Contacts
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Portfolio
Properties
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Performance
Sales & Analytics
Sold
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Sale Volume
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Commission Earned
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Avg Days on Market
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Sold Properties
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Commission by Month
Open Home Performance
Property Pipeline
Listings by Suburb
Marketing Spend vs Budget
Schedule
Calendar
Events This Month
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Open Homes
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Tasks Due
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Authority Expiring
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Follow-ups
Tasks
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Pipeline
Leads
Inbox0
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Queue
Approvals
Pending Approvals
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Inbox — Needs Review
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Pending Referral Rewards
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Approvals0
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Inbox — Inbound Emails0
Every email received on inbound.billingandco.com.au, auto-classified by AI Inbox Triage (Settings → Autopilot). Buyer/vendor enquiries are matched to an existing contact or logged as a new lead, with a reply drafted above for review.
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🎁 Referral Rewards0
Tracking/reminder only — no payment, no auto-send. When a referred contact's linked sale settles, a reminder appears here to say thanks to whoever referred them. Mark Done just clears the reminder.
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Configuration
Settings
Edit Mode — OnSwitch off to browse safely without risking an accidental edit, delete, or new record.
Trust Account ModuleEnable when you hold a statutory trust account. Adds the Trust tab with full receipts, disbursements, and monthly reconciliation. Disabled by default — data is preserved if you toggle it off.
Signed in as —Sign out to switch accounts or lock the app on a shared device.
Branded Documents
Agency Profile
Director and agency contact details used across every generated branded document (Appraisal, Weekly Vendor Report). Edit once here — documents always pull the current values, never hardcoded.
Invoicing
Invoicing Details
Agency/ABN/GST and remittance bank details printed on every generated Tax Invoice. Edit once here — invoices always pull the current values.
Remittance Bank Details
System Configuration
Categories & Lookup Values
Tags, statuses, and the option lists used in dropdowns throughout the CRM.
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Data & Backup
The free Supabase plan keeps no automatic backups. Export a full copy of every table to a file you can keep on your phone or in Drive — takes a few seconds, no technical steps.
Maintenance
Duplicate detection & merge, a data quality report, archived contacts, and the Privacy Act "delete personal data" workflow.
Calendar Feed
Subscribe to this read-only feed in Google Calendar or Outlook to see upcoming OFIs, appraisals, and tasks. It stays live — no need to re-download.
SMS Provider
Every outbound CRM SMS — manual sends, automations, and the contact Messages thread — routes through this switch. Takes effect on the very next send, no redeploy. See docs/RUNBOOK_SMS.md for the full flip procedure.
touchSMS Webhook
Dormant fallback only — inbound SMS is Twilio-only permanently (see the Twilio Inbound SMS Webhook card below). Kept here only if touchSMS's own inbound is ever reactivated.
https://ntdjbhrndgfqvrghcpxd.supabase.co/functions/v1/touchsms-webhook
Twilio Inbound SMS Webhook
Register in Twilio Console → Phone Numbers → the VMN → Messaging → "A message comes in" (HTTP POST). Permanent — inbound stays on Twilio regardless of the outbound provider switch above.
https://ntdjbhrndgfqvrghcpxd.supabase.co/functions/v1/twilio-inbound-sms
Twilio VMN Voice Webhook
Register in Twilio Console → the VMN → Voice → "A call comes in" (HTTP POST). Dials +61 478 243 470 — dormant until the number exists (Runbook B, docs/RUNBOOK_SMS.md). Does not affect the existing 03 4714 0001 number.
https://ntdjbhrndgfqvrghcpxd.supabase.co/functions/v1/twilio-vmn-voice
Listing Syndication
Every property save fires both pushes below, independently gated. Cutover from the REA sandbox to the live account is a single secret change (REA_AGENT_ID) — nothing here needs to change.
Push to Anywhere Auctions
REAXML over FTP on every create/update.
Push to REA Partner Platform
REAXML via realestate.com.au's own Listing Upload API on every create/update.
REA Webhook URL — register this as the webhookUrl when subscribing:
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realestate.com.au enquiries (Leads API) land in the Leads Inbox for you to act on. Nothing is sent to the enquirer automatically.
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Notifications
Appraisal Booking Confirmation Email
Sends a confirmation email to the vendor when an appraisal is first booked.
Buyer Match Alerts
Prompt to send match emails to active buyers when a property is listed.
Kiosk
Show Marketing Consent Checkbox
Show "I agree to receive property updates" on the kiosk registration form.
Share the kiosk URL for an open home:
AI Admin EnabledVoice and text commands to log interactions, set tasks, update records, and draft emails — without opening any modal.
AI Assistant4
Context Size
Amount of CRM data sent with each command. Standard is sufficient for most tasks.
Estimated cost per command
~$0.03
AI Prospecting
Score contacts daily and surface a ranked prospecting list on the Overview tab.
Daily List Size
Number of contacts shown in the prospecting list.
Ad Copy Style
Tone used when the AI generates a property description.
Autopilot0
Each Autopilot feature is off until you turn it on here. When on, AI-generated work for that feature lands in the Approvals tab for review before anything is sent — except the Daily Briefing, which is informational only and goes straight to your inbox.
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Automations0
Every automation defaults to Approvals-first — drafts land in the Approvals tab for one-click review before anything sends. Flip "Full auto" on a card to send that automation straight away instead. All sends respect marketing consent, the send-dedup guard, and the unsubscribe footer.
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Templates you send yourself — the property screen opens these pre-filled in Compose Email for you to review and send. Nothing here is ever sent automatically.
Voice Calling
On-demand AI pre-qualification calls (Retell AI) to warm/existing contacts only — never cold calls. Every call discloses it's an AI assistant up front and is code-gated on calling hours, budget, and the Do-Not-Call list.
Voice Calling Enabled
Master switch — when off, Queue AI Calls is disabled everywhere.
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Spend this month
Tracks0
Automated multi-step follow-up sequences (email/task/SMS) that a contact can be manually assigned to. A cron check (server-side) fires each due step once, at the send time below.
Loop Past Client Nurture Annually
When on, the Past Client Nurture template's final step re-fires every year on its anniversary instead of ending.
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Task Templates0
Active templates spawn a real task automatically when a property is created and again when it first transitions to Listed (never both — each template fires once per property). Offset is calendar days from the property's listing date.
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Marketing Items0
The standard catalog of marketing items and prices (inc. GST unless flagged otherwise). Edit prices here whenever supplier rates change — every property's campaign planner reads from this list.
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Marketing Packages0
Bundles of marketing items that pre-tick a property's campaign planner in one click.
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Digital Proposal Copy
Standing copy for the "Why Us" and "Marketing Strategy" sections of every Digital Proposal — not property-specific, edit here whenever you like.
Suburb Market Notes0
One-line market note per farm suburb, typed here whenever you like (expected monthly, not enforced). Feeds the Tracks "market update" line for the Past Client Nurture anniversary email when a note exists for the linked property's suburb.
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Email Templates0
Reusable subject/body templates for Bulk Email (Contacts tab). Merge fields:
{{first_name}} {{full_name}} {{suburb}}. Resend is the delivery layer only — templates are managed here.Loading…
Brochures & Guides
Standalone marketing collateral — not tied to a property. Property-specific brochures (Just Listed / OFI / Sold) generate from the property's Vendor Pack instead.
Lead Gen
Automated public-source lead discovery (council DA approvals, probate notices, ASIC changes, VBA permits, expired listings) across the farm suburbs below. This round has no Leads Inbox — new leads are visible via the digest email only.
Last run: —
Farm Suburbs0
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Lead Sources0
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Trust Accounting
Billing & Co Trust Account
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Balance
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Receipts MTD
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Disbursements MTD
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Deposits Held
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Contract Ledgers
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Unassigned Entries (no contract) ▾
Monthly Reconciliation
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Settings
Maintenance & Cleanup
Integration Failures
Batch 5 — read-only view of failed integration sends (email/SMS/REAXML/AI voice/webhook) tracked by
integration_failures. Dead-letter rows have exhausted every automatic retry and need a human look; retrying rows are still mid-backoff and not yet a concern. Also summarised in daily-briefing's own digest, but this lets you check it in the CRM on demand.Loading…
Data Quality Report
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Duplicate Detection
Matches contacts on an exact phone or email, or a fuzzy-matched name (typos, word-order swaps). Review side-by-side and pick which values win before merging — full interaction history from both is kept either way.
Recent Merges0
Every merge can be undone — both contacts and every moved record are restored exactly as they were.
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Archived Contacts0
Archived contacts are hidden from lists, dashboards and AI scoring. Restore anytime, one click, no time limit — or delete permanently (typed-confirm required, cannot be undone). Permanent CI/testing fixtures never appear here.
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Archived Properties0
Archived properties are hidden from lists but never deleted by default — restore anytime, one click, no time limit — or delete permanently (typed-confirm required, cannot be undone; blocked if something like an issued invoice still references it). Permanent CI/testing fixtures never appear here.
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Archived Records0
R38.4 — every remaining archivable module (Contacts and Properties have their own dedicated sections above). Pick a record type to view and restore anything archived from it — one click, no time limit, no raw SQL ever needed.
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Privacy Deletion (Australian Privacy Act)
Permanently erases a contact's personal data — this is the only hard delete in the CRM, single-contact only, and cannot be undone. Search for the contact below to review exactly what will be erased before confirming.
Deletion Log
Date, requester and case reference only — no personal data of the deleted contact is ever recorded here.
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