CRM

Your leads, customers, estimates, follow-ups, and finances all in one place with your brand right on the main page.

Estimates Follow-Ups Customers Finance

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.

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📈 Revenue Forecast

🎯 Win Rate by Lead Source

Recent estimates

Follow-ups needed

Incoming SMS Replies

📈 6-Month Trend

● Leads ● Visits ● Jobs Won

Monthly Input

Leads received

Estimate visits done

Lost jobs

Win goal

Sales goal ($)

Profit goal ($)

Lost job reasons

Goals

Conversion Graphic

Money Graphic

🏆 Jobs Won This Month

Lead	Contact	Status	Next step	Actions

Appointment	Customer	Address	Contact	Actions

Name	Phone	Address	Source	Jobs	Actions

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#	Customer	Type	Amount	Profit	Status	Follow-up	SMS	Actions

📈 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

📋 Estimate Appointments

🔨 Job Execution Days

📅 This Week's Schedule

📋 Estimate Appointments

🔨 Job Execution Days

Customer	Job type	Date	Revenue	Expenses	Net Profit	Margin	Payment	Status

Invoice #	Customer	Amount	Due Date	Status	Actions

⚡ 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.

📱 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 .env file:

          TWILIO_ACCOUNT_SID=ACxxx...

          TWILIO_AUTH_TOKEN=xxx...

          TWILIO_PHONE=+1xxxxxxxxxx

5. Register A2P campaign in Twilio Console
✅ 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.

💳 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.

💬 Ask a Question

📋 Saved Partners

No partners saved yet. Search above and add some!

Company info (used on PDFs)

Company name

Owner name

Phone

Email

Address

City

State / ZIP

License #

💳 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.

Hearth Contractor Link

💳 Credit Card Payment Link (SwipeSimple)

Paste your SwipeSimple payment link here — a 💳 Pay with Credit/Debit Card button will appear in the customer portal so they can pay online anytime.

SwipeSimple Payment Link

🗺️ Google Places API Key (for B2B Partner Search)

Enables searching for real estate agents, property managers, and other partners near you. Free up to $200/month.
Get key: console.cloud.google.com → Enable "Places API" → Credentials → Create API Key

Google Places API Key

⭐ 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.

Google Review URL

Custom SMS message (use {name}, {company}, {link})

💡 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

👷 Employee Logins

Create login accounts for your employees. They won't see Finance, Invoices, Monthly Control, or any money-related info.

☀️ Daily Morning Briefing

Get a daily summary text + email at 7am Eastern with today's appointments, calls, jobs, and overdue follow-ups. Sent to the phone number in Settings.

📅 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.

Location ID

Private integration token

Public webhook base URL

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	Estimate #	Status	Sent	Signed	Actions

⚠️ These contacts were automatically removed from First Calls and Customers because they replied with a negative message. Review each one — delete permanently or restore if needed.

No unlikely customers yet.

⭐ Enable review requests

Google review link

Send after (days from approval)

Message — use {name}, {company}, {link}

🤝 Enable referral follow-up

Send after review (days)

Message — use {name}, {company}, {phone}

Referral SMS is always sent after the review SMS — never before.

Customer	Estimate #	Review SMS	Referral SMS	Status	Actions