All Leads
32 total leads · MoeGo webhook active
| Lead | Pet | Source | Status | Response | Assigned | Flags | Created |
|---|
My Dashboard
Your assigned leads + unassigned new leads
Last synced: —
My Active Leads
0
📥 Unassigned Inbox
0
⚑ Needs Attention
0
✓ My Conversions
0
Kanban Board
Drag-ready view · 4 stage pipeline
Sync & Data
Manual MoeGo pulls and conversion checks. Routine syncing runs automatically on the server (cron).
Automation status
Last completed server (or manual) runs, from the sync log.
| Job | Last run | Status |
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Data sync (MoeGo → database)
Pull appointments, sales, and leads. Use the date range for reports; leads always pull in full.
Conversion check
Match open leads against booked appointments/sales and mark matches as Converted (persisted to the database). This also runs automatically every 15 minutes on the server.
Abandoned bookings sync
Mirror MoeGo Online Booking abandoned bookings into the database for the Abandoned Bookings page. Uses the date range above. This also runs automatically every 15 minutes on the server.
Audit Log
Security & activity trail — append-only
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Roles & Permissions
Define roles, assign them to your team, and see exactly who can do what — and why. Permissions resolve server-side as the union of a user's assigned roles; this page reflects, endpoints enforce.
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My Profile
New role
The base role sets the endpoint tier and the default grants below. To change it later, create a new role and reassign users. Only differences from the base defaults are stored.
Email Setup
Postmark configuration, sender identity & test send (Owner only)
When off, messages are still queued — just never sent.
Send a test email
Resources & Shifts
Groomers, vans, weekly shift patterns, time off & business hours — powers native availability
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Service Catalog
Native services, pricing modifiers, groomer eligibility & booking policies
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Sync Health
Native ↔ MoeGo two-way sync — outbox, webhooks, drift & conflict resolution
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Clients
Native customer directory — profiles, pets, visits & cadence
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Client
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Company Roster
Every company you can act on — status, sync, credential health & SLA go-live
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Tenants
Every GroomTrack tenant — provision, configure, suspend, offboard.
Total tenants
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Active
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Provisioning
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Suspended
—
Offboarded
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Provision tenant
Confirm
Phone Setup Quo
Quo API key, workspace & webhooks per company (Owner only)
After Save, click Test connection (verifies the key + syncs phone numbers), then Register webhooks. A prod WAF may block the Save POST — if so, provision that company via
php src/quo_provision.php.Route Intelligence
Two layers: hard rules the code always enforces, and judgment the AI weighs. Tune the mix here — no code changes needed. (Owner only)
⚙ Hard rules always enforced by code
Applied exactly, every run — no AI interpretation. Leave a field blank / 0 to disable that rule.
🧠 Judgment & context the AI weighs these
Nuance a hard rule can't capture — which clients are flexible, seasonal notes, "keep Van 2 in Bentonville." Best-effort judgment, not guaranteed like the hard rules above.
📄 Working docs
Longer-form judgment/context the AI reads on every run. Toggle a doc off to exclude it without deleting.
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Phone Setup Twilio
Twilio account keys, numbers & webhooks per company (Owner only)
Numbers → this company
“Test connection” auto-imports your account’s numbers.
Twilio webhooks — paste into the Console (HTTP POST)
Secrets are stored encrypted (needs config
app_key) and never shown again; config.php is a fallback. A prod WAF may block the Save POST (secret in body) — if so, whitelist this endpoint or set config['twilio'].AI Attendant
The AI receptionist that answers calls — its behavior and knowledge base.
Settings
Business hours (AI answers outside these for the after-hours modes)
Service area
Free-draw the area you serve. When on, the attendant geocodes a caller's address and checks it against this boundary — real geography, not a ZIP list. Click the map to drop boundary points; drag a point to adjust; the shape closes automatically. It takes at least 3 points.
Knowledge base
The attendant answers questions using these. Anything not covered, it takes a message instead of guessing. Add separate docs (e.g. Hours, Services & Pricing, Service Area, Policies) and toggle any off to exclude it.
Agent Access
Grant Messages & Calls per company. Inbound calls ring agents with “Calls” enabled.
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Notifications
Choose how you receive operational alerts
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Immediate sends each alert as it happens · Daily digest batches them into one email · Off mutes that alert.
Active Sessions
Devices currently signed in to your account
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Product Roadmap v1.0
Live from ClickUp — version milestones, status & progress.
Last updated: —
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Ops Metrics
Lead performance & conversion metrics
Total Leads
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vs prior
Conversion Rate
—
vs prior
Avg Response
—
vs prior
Leads in SLA Breach
—
vs prior
Leads by Source
Conversion Funnel
Response Time Distribution
Auto-Conversions via Poll
4
Leads automatically converted by appointment poll engine matching
✓ Avg detection lag: 14 min post-booking
Response Types
Conversion Rate Over Time · cohort by received date · bars = leads received · line = conversion % · auto monthly / weekly
Abandoned Bookings
Recover lost online bookings — drop-off & recovery trends
Total Abandoned
—
vs prior
Recovery Rate
—
vs prior
Recovered
—
vs prior
Avg Time to Recover
—
vs prior
Open / Follow-up
—
vs prior
Abandonment & Recovery Trend
Drop-off by Step
Recovery Attribution
Recovery
New vs Returning
Visitors
Needs Follow-up
| Customer | Left at step | Status | Abandoned | Last texted | Last emailed |
|---|
Reports
SLA performance, conversion rates, staff metrics
Win-back
Overdue clients with no upcoming booking — work the list, recover the revenue
🎯
Active clients past due for their next groom, excluding anyone already rebooked. Overdue is measured beyond the selected cadence — an interim default until per-client preferred frequency is captured. Click a bucket to filter; export the list to work it.
Needs win-back
| Client | Pet | Phone | Last service | Groomer | Last visit | Overdue | Lifetime $ |
|---|
Marketing Insights
Acquisition, source ROI, territory & reputation
Source performance scorecard · leads acquired in the selected period → repeat, LTV, CAC & ROI
| Source | Leads | Matched | Repeat | Loyal (4+) | Avg LTV | Spend | CAC | ROI |
|---|
New customers booked over time · net-new customers acquired · auto-buckets monthly (weekly under 90 days)
Source mix trend · recent vs prior share
Territory · revenue & LTV by city
Review capture · reviews ÷ finished grooms
Ad spend by source & month
MoeGo doesn't hold ad spend, so enter it here to unlock cost-per-acquisition & ROI per channel.
Recorded spend
Marketing Lists
Filter, segment, and export lead lists
| Name | Phone | Pet | Service | Source | Tags |
|---|
Users
Team directory — search, filter by status, open a profile
User Profile
Identity, employment, lifecycle & roles — one place per person
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Companies & Integrations
Manage companies, their data integrations, and team access
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📺 Fleet Board
MoeGo status (checked-in / finished) + schedule · auto-refreshes
Schedule
Booking calendar — day & week views
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Route Optimizer advisory · read-only
Flags tightening opportunities so staff can contact customers first — it never reschedules anything.
📺 Fleet Board
MoeGo status (checked-in / finished) + schedule · auto-refreshes
Reorders + retimes each groomer's day to squeeze out backtracking and idle gaps, showing the time you could resell. Advisory only — nothing is changed in MoeGo.
Pick a day (or switch to Week) and hit Analyze.
Appointment
New walk-in appointment
Customer
Service location — mobile; drives open times
Pets & services
When
Estimate for quoting — final price is set in MoeGo.
Book an existing customer
Search a current client by name or phone.
Route start & end
Where the van begins and ends the day. We look up the coordinates for these addresses (your own depot — not customer data). Leave End blank for a round trip back to the start.
Add Company
Goal line on the Analytics → Dogs & Pets “dogs groomed per day” chart. Leave blank for none.
Cockpit pane — auto-login (optional)
The desktop Cockpit opens this company's web app in its pane and signs in automatically on launch — works with any system, not just MoeGo. The password is encrypted before storage.
Advanced — custom login field selectors (for non-MoeGo sites)
CSS selectors for the site's login form. Leave blank to use the defaults (which match MoeGo). Comma-separated fallbacks are allowed.
MoeGo Integration —
Connect this company to its MoeGo account. The API key is encrypted before it is stored.
Integration —
Credentials are encrypted before storage and never shown again. Leave a field blank to keep its current value.
Team Access —
Choose which team members can work this company's leads. Changes save immediately.
Companies —
Choose which companies this person can work. Changes save immediately.
Change Password
☀ Morning Brief
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Two-Factor Authentication
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Set Password —
They'll be prompted to choose their own password at next login.
Phone Twilio
Two-way SMS/MMS, native in-browser calling, call log & voicemail — powered by Twilio.
Softphone: starting…
Phone
Messages
Call Log
Voicemail
Switchboard
Lead Assignment
Auto-assign incoming leads by ordered rules — per company (Manager+)
Automation is OFF
When on, new leads are auto-assigned by the first matching rule below. Off = every lead stays manual for pickup.
Rules · evaluated top-down, first match wins
ⓘ Assignment runs server-side on lead intake, respects each agent's company access & role (Scheduler+), and logs a
lead_events row. Master toggle OFF = every lead stays unassigned.Alert Configuration
Configure SLA triggers and notification escalation
Severity 1 — Warning
Amber banner · 4h no contact · notifies assigned staff
Severity 2 — Urgent
Red banner · 24h no contact · management escalation
Severity 3 — Critical (Flashing)
48h no contact · all-staff blast email
Auto-Conversion Alert
Fires immediately on appointment poll match
Appointment Poll Engine
Auto-detects lead conversions via MoeGo Appointments API
Polls Run
0
This session
Auto-Conversions
0
Matched & converted
Next Poll In
20s
Interval: 20s
API Calls
0
ListAppointments
Configuration
// MoeGo Appointments API — polled every interval
GET https://api.moego.pet/v1/businesses/biz165e/appointments/list
Authorization: Basic ZjkzNzMyNWYt••••••••
{ "companyId": "cop53IK", "pageSize": 100 }
GET https://api.moego.pet/v1/businesses/biz165e/appointments/list
Authorization: Basic ZjkzNzMyNWYt••••••••
{ "companyId": "cop53IK", "pageSize": 100 }
Live Poll Log
○ Idle (cron handles this)
Confirmed Auto-Conversions
| Lead | Matched On | Appt ID | Time | Status |
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Archived Leads
Stale, junk, and manually archived leads — searchable and restorable
| Lead | Source | Phone | Reason | Archived | Created | ||
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