1. Import your existing files
Select multiple CSV files, including exports with different column names. Files are processed in your browser, not uploaded to a server. Use only fictional data in this public prototype.
No files loaded.
2. Review field mappings
The importer guesses column matches. Confirm or change each mapping. Missing consent is never assumed to be permission. Records with unknown statuses or dates are held for review.
3. Results dashboard
No analysis yet. Potential quote value is not recovered revenue.
What this version does—and doesn't do
Working: Multiple CSV sources, field mapping, conservative status normalization, basic duplicate detection, eligibility checks, draft generation, and CSV exports.
Not yet implemented: Direct Jobber/Housecall Pro/HubSpot APIs, live lead-form connections, Excel XLSX import, email sending, secure accounts, syncing across devices, AI-written messages, or verified booking attribution. Sample files imitate common export patterns; they are not official vendor exports.