5Star Group Management Overview
App feature overview — click any card to explore
Customer journey
1
Lead intake
Website form via Make.com
›
2
Pipeline
Assign & move through stages
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3
Quote
Estimate & send to client
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4
Materials
Plan & order for job
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5
Scheduling
Calendar + jobs board
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6
Installation
Daily status field report
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
Create new estimates for any client
Status workflow: draft → sent → accepted
Customer, dollar amount, and date sent displayed
Line-item estimate builder with totals
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 KPIs: Inventory Value, Out of Stock count, Low Stock alerts
Weekly revenue trend bar chart
Lead source breakdown: Contact Form, Estimate, 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 both estimate and installation appointments
Admin
Estimator
Jobs
Installation job board
Board view of all active and scheduled installs
Status: scheduled → in progress → completed
Assign crew members to each job
"Mark Material Ordered" action links to materials workflow
Admin
Materials NEW
14-day materials planning
Shows all jobs scheduled in the next 14 days
Review materials needed per upcoming job
Plan and order materials ahead of installation date
Linked to inventory stock levels for availability checks
Admin
Daily status
Field tech end-of-day report
Select technician name from crew roster
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 NEW
Product catalog & stock levels
Full product catalog: SKU, color, size, material, supplier, cost
KPIs: Total Products, Inventory Value, Low Stock, Out of Stock
Search by product, color, or SKU with column filters
Adjust stock levels per item; Edit product details
Import products via CSV upload
Admin
Administration
Team
User & role management
4 roles: Admin, Manager, Estimator, Field Tech
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
Make.com webhooks: /api/webhooks/lead and /api/webhooks/estimate
Live integration health check for all connected services
Admin only
Role access
Admin Full access to all 11 modules
Estimator Dashboard, Leads, Clients, Calendar, Quotes
Field tech Daily status form only