Snapline Guide

Every feature, explained.

The first true line in your business — and a complete reference for every screen, engine, and action inside it. Use the index to jump to a section.

Layout (Dashboard)

Your daily snap-line — the first true line of the day.

Hero summary: Branded HVAC hero with live counts for new leads, qualified leads, scheduled visits, and outstanding invoices for the active tenant.
Recent activity: Quick links to the newest leads and any leads sitting in human-review for duplicates or low scores.
Theme-aware: Background, accent stripes, and stat chips re-skin instantly when you change the color theme from the header.

Leads

Capture, score, validate, and route every inbound opportunity.

Quick paste intake: Drop a freeform message (text, email, voicemail transcript) into the capture box. Snapline auto-parses phone, email, ZIP, address, and service request into structured fields.
Triage chips: Each lead card shows service type, urgency, budget band, and P·E·A verification dots (Phone, Email, Address) so you can scan the queue in seconds.
Filters: Filter by status, service, urgency, and verification state. Filters persist while you navigate.
Lead detail: Single-page command center: score, qualification fields, validation pipeline, site visit, audit log, notes, contact attempts, AI assessment, duplicate review, follow-ups, and Wendy outreach status.

Lead Qualification Engine

Deterministic scoring with a transparent reason trail.

Scoring inputs: Contact validity (phone/email format + verification), service-type match against tenant offerings, in-service-area ZIP, urgency, and budget signal.
Recommendation: Auto-classifies as Qualified, Needs Info, or Rejected. Crossing the 45-point outreach threshold arms Wendy SMS.
Score deltas: Every re-score logs the previous score, the new score, and the delta to the audit trail.

Validation Pipeline

New → Contacted → Qualified → Scheduled → Won/Rejected.

Gated stages: Each stage has required checks (e.g. contact verified before Qualified, site visit booked before Scheduled). The UI shows what's missing.
Manual override: Operators can force a stage with an audit-logged reason when the rules don't fit the situation.

Site Visits

Book the truck roll and notify the assigned tech.

Booking: Pick a date and time window, choose a technician from the tenant roster (defaults to on-call), and confirm.
Auto stage advance: Booking advances the lead to Scheduled and logs a notification entry for the assigned tech.

Duplicate Detection & Merge

Three-tier confidence: auto-merge, human review, ignore.

Thresholds: ≥90% auto-merges, 60–89% flags for human review, below 60% is ignored. Matching uses normalized phone, email, address, and name.
Human override: Reviewers can confirm a merge, mark as not-a-duplicate, or split a previously merged record.

Wendy SMS Outreach

Automatic follow-up the instant a lead is qualified.

Trigger: Fires when score ≥ 45 (outreach threshold). Templates adapt to service type, urgency, and time of day.
Manual control: Resend, pause, or cancel from the outreach panel. Every send is audit-logged.

Follow-up Engine

Outcome-aware email + SMS schedules.

Schedules: Qualified leads get a multi-step nurture; Needs-Info leads get a single info request; Rejected leads get a polite close-out.
Overrides: Skip steps, accelerate the cadence, or stop the schedule from the lead detail.

AI-Assisted Assessment

Second-opinion scoring with explanations.

Recommendation: Gemini-3 Flash reviews the full lead and recommends Qualified / Needs Info / Rejected with the top reasons.
Transparent: Reasons render inline; the deterministic score remains the system of record.

Notes & Contact Attempts

Every decision and call recorded with timestamps.

Structured notes: Pinned, plain, and decision-type notes appear in a unified timeline.
Contact attempts: Log call/SMS/email attempts with outcome; counters drive validation gates.

Audit Log

Color-coded timeline of every change.

What's tracked: Score changes, stage transitions, site-visit actions, outreach sends, follow-ups, AI assessments, duplicate merges, manual overrides, and email sends.

Customers

The book of business behind the leads.

Records: Local Corvallis demo accounts seeded from Pace Heating & Air, with address, contact, and invoice history.

Invoices

Branded PDFs and email-ready receipts.

Tenant-branded PDFs: Generated client-side with the tenant logo in header and footer — falls back to the Snapline mark when no logo is uploaded.
Send with PDF: Quote/bid/receipt emails can be sent with the matching PDF attached; the send is audit-logged on the related lead.

Email Templates

Quote, bid, and receipt — all rendering the tenant logo.

Preview: The Emails page renders live previews of each template with the active tenant's branding.
Inline logos: Logos resolve as inline data URIs or absolute URLs so they render reliably in every mail client.

Tenant Settings

Own your brand and contact info.

Logo upload: Upload a PNG/SVG (converted to a Data URL) — it propagates to the header, emails, PDFs, and the chip in the nav.
Contact info: Company name, address, phone, and reply-to email used by templates and the dashboard.

Color Themes

Chalk, Copper, Forest, Crimson, Violet, Mono.

Instant: Theme switcher in the header swaps accent tokens app-wide, persisted to local storage.

Branding System

Snapline brand for the SaaS, tenant brand inside the app.

SaaS marks: Snapline logo + mark used on the auth page, marketing surfaces, and as the universal fallback.
Tenant marks: Tenant logo renders in the app header chip, invoices, PDFs, and every outbound email.

Service Area

ZIP-based qualification for Pace Heating & Air.

Corvallis core: Local ZIPs score full points; nearby Willamette Valley ZIPs score partial; everything else fails the location check.

Authentication

Email + Google: Email/password sign-in plus Google OAuth on the /auth page.
Header chip: Shows your email and a one-click sign out when signed in.

Snap Assistant

Voice + text chatbot that knows Snapline top to bottom.

Floating bubble: Bottom-right bubble on every app page. Opens a chat panel with persistent history (one ongoing conversation per user, stored in Lovable Cloud).
Text: Standard typed chat. Press Enter to send, Shift+Enter for a newline.
Push-to-talk: Hold the mic button to talk; release to transcribe and send.
Hands-free: Toggle Hands-free to auto-listen with voice-activity detection: speak, pause, Snap replies aloud, then it starts listening again.
Voice replies: Toggle Voice replies to mute or unmute spoken answers.

Notifications

In-app toasts via Sonner for every meaningful action.

Where: Booking, score changes, outreach sends, validation errors, and assistant errors all surface as toasts.

Voice Stack

STT and TTS through the Lovable AI Gateway.

Speech-to-text: Client encodes mic audio to WAV and POSTs to the server route, which proxies the Gateway transcription model.
Text-to-speech: Assistant replies are streamed back as MP3 and played through the chat panel.