5Star Group Management Overview
App feature overview — click any card to explore
Customer journey
1
Lead intake
Website form via webhook
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2
Pipeline
Assign & move through stages
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3
Quote
Estimate & send to client
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4
Material kit
Inventory allocated to job
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5
Scheduling
Calendar + jobs board
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6
Installation
Daily status field report
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7
Job close
Inventory auto-decremented
Sales & CRM
Leads
Kanban pipeline tracking
5-stage kanban: New → Contacted → Quoted → Scheduled → Won
Lead cards with name, address, phone, email, source & date
Assign leads to estimators from admin view
Source tracking: Contact Form or Estimate Request
Estimators see only their own assigned leads
Admin
Estimator
Quotes
Estimate creation & tracking
Line-item estimate builder — products pulled from live inventory
Per-foot pricing with minimum price floors enforced per material & style
Miters counted as 5 linear feet — material & labor bundled
Consumables (sealant, screws, paint) auto-calculated from footage
Status workflow: draft → sent → accepted
Material kit generated automatically on acceptance
Admin
Estimator
Clients
Client directory & profiles
Filter by type: Homeowner, Contractor, HOA / Prop Mgmt
Assign clients to specific estimators
Import existing clients from OneDrive / SharePoint
Auto-creates OneDrive folder per new estimate client
Estimators see only their own assigned clients
Admin
Estimator
Operations
Dashboard
Business KPIs at a glance
KPI cards: New Leads, Open Quotes ($), Active Jobs, Revenue MTD
Inventory value on hand + low stock & out-of-stock alerts
Warranty cost absorbed this month
Weekly revenue trend bar chart
Lead source breakdown: Website, Referral, Phone, Other
Estimator login shows only their own activity summary
Admin
Estimator
Calendar
Outlook-synced appointments
Day, week, and month views
Filter by any estimator or team member
Live sync from Microsoft Outlook via M365
Shows estimate, installation, and service appointments
Admin
Estimator
Jobs
All job types & billing modes
Installation — fixed quote, material kit, full margin tracking
Maintenance & Repair — fixed quote, time & materials, or not-to-exceed (NTE)
Warranty — cost-only tracking, links back to original installation
Cleaning — standalone or bundled with M&R, convertible on damage found
NTE alerts at 75%, 90%, and 100% of approved ceiling
Assign crew members; job cards with address, value, and detail view
Inventory auto-decrements when job is closed
Admin
Manager
Daily status
Field tech end-of-day report
Select technician name from crew roster (9 members)
15+ job status codes: completed, not completed + specific reason
Upload up to 10 job site photos
Arrive and depart time tracking with notes field
Field tech
Inventory
Products
Catalog, pricing & suppliers
Aluminum, steel, copper & galvanized coils by size and color
Downspouts, end caps, miters, gutter guard, hardware
Sealant, screws & paint with consumption rates per linear foot
Suppliers: VGS, IMS, Custom Bilt Metals
5 Star and manufacturer part numbers per SKU
Admin
Manager
Stock levels
On-hand quantities & reorder
Full coil count and partial footage tracked separately
LOW and OUT stock status flags with reorder alerts
Inventory auto-decrements when a job is closed
Manual adjustments with full audit log
Receive new stock with PO number and supplier tracking
Admin
Manager
Pricing rules
Estimator price floors
Minimum per-foot price by material and gutter style
Covers aluminum, steel, copper, galvanized, and zinc alum
Hanger rate baked into gutter per-foot price automatically
Consumable rates: sealant, screws, paint per linear foot
Floors enforced at API — estimators cannot go below minimum
Admin only
Material kits
Per-job material allocation
Kit auto-generated when a quote is accepted
Lists every product needed with exact quantities
In-stock vs needs-to-order status per item
Cost snapshot captured at time of job for accurate job costing
Inventory decremented automatically on job close
Admin
Manager
Inventory reports
Value, usage & warranty cost
Total inventory value at cost
Low stock and out-of-stock alerts
Price change history per product
Warranty material cost absorbed by month and by job
Usage by product — which items move fastest
Admin
Manager
Administration
Team
User & role management
4 roles: Admin, Manager, Estimator, Field Tech
9 active members: 4 Admins, 3 Estimators, 2 Field Techs
Per-member Microsoft 365 connection status
Add, edit, or deactivate members; store license & contact info
Admin only
Integrations
External system connections
Microsoft 365: Outlook email sending, M365 login for team
SharePoint / OneDrive: per-client project folder creation
WS Forms native webhooks: leads & estimates
MySQL REST API: inventory & Replit app sync
Live integration health check for all connected services
Admin only
Role access
Admin Full access to all modules
Manager Operations, Inventory, Jobs
Estimator Dashboard, Leads, Clients, Calendar, Quotes
Field tech Daily status form only