Welcome to Tidewater HarborOS
Tidewater HarborOS
Faith. Family. Steel.
This Month
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Quotes Generated
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Sales Recorded
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Commission Earned
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Leads Processed
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Ad Units
— MF · — Other
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Installs Booked
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Close Rate
Lead Activity
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New Today
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Not Contacted
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Overdue Tasks
Needs Attention
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Recent Quotes
Last 10
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Vendor Resources
Coming Soon
Harbor Hub
Track, manage, and close every lead
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New Today
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Not Contacted
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Overdue Tasks
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Open Leads
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Won
Manual texting required — A2P not connected. All SMS tasks must be sent manually until A2P approval is complete.
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Deck Tasks
All pending, overdue, and upcoming tasks across every lead
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Overdue
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Due Today
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Pending
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Completed
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Beacon Recall
Search by quote number to re-download or modify a previous quote
Search Quotes
Recent Quotes
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HarborQuote
Fill out all sections then generate the customer quote and commission sheet
Sales agent info
Locked to active agent
No agent logged in — select an agent in the sidebar first.
⚠️ All installs are weather permitting. Install date starts once you let us know you're ready for the building to be installed.
Customer info
Required
Mailing address
Install address
Metal building details
Required
Manual Price Override
Building checklist — check items to add to quote
Additional Line Items
No additional items — click Add Item to include custom charges, fees, or adjustments.
Building preview image
Upload a screenshot of the building
Choose fileJPG or PNG — renders in the quote PDF
Concrete details
Toggle off to remove from PDF
Payment 1 — Deposit to Tidewater Steel
Payment 2 — Upfront to Concrete Contractor
Payment 3 — Upon Completion to Contractor
Plans / permit
$480 total — $80 to Tidewater / $400 to vendor within 3 days
Tidewater revenue
$80.00
Pass-through to vendor (due within 3 days)
$400.00
Misc charges
Optional
Line items
Notes & special instructions
Optional
FleetForge
Auto-cycles through 26 cities within 50 miles of Lakeland — generates 10 ads per city, instant .xlsx download
City queue
Auto-advances each run
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📋 10 unique ads
One per title framework
One per title framework
🏗️ Random SKUs
From 299 live products
From 299 live products
📸 SKU column included
Know which photo to attach
Know which photo to attach
Last generated preview
Generate a batch to preview the ads here
Harbor Forge
Work the FB group rotation — review & price SKUs, then generate an ad to post
📋 Next FB Group — review & price
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Ad settings
⚡
Hit Generate to create your first ad
LocalForge
AI-generated Facebook ads tailored to your local territory — enter your ZIP to target the 35-mile area around you
Local Ad Settings
📍
Enter your ZIP code and hit Generate — you'll get 1 long-form listing and 2 short-form posts tailored to your 35-mile area.
Captain's Log
Performance overview — all agents
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Record
Log a sale, lead, or QA review — all data feeds the Summary tab
Find quoteRequired
Recent sales
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Harbor Ledger 👑 ADMIN ONLY
Redesign in progress
🚧
Harbor Ledger is getting a redesign
This page is being rebuilt from the ground up. Check back soon.
Dock Forge
AI-generated ads — copy-ready for direct Craigslist posting
City
Category
Building specsoptional
Ad style
Posting tips
⏱ 1 post per category per 48hrs
🔄 Rotate cities to avoid flags
📸 Add 4-8 real building photos
💰 Phone # is fine on Craigslist
✅ Renew every 48hrs to stay at top
🚫 Avoid identical titles each post
📋
Ready to generate
Configure settings on the left and hit Generate Ad
NBA Tool — Next Best Action
Paste a customer conversation or describe the situation — get a consultative next step + ready-to-send message
Quick PresetsClick to pre-load context
Conversation Input
🎯
Ready to Analyze
Select a preset or paste a conversation, then hit Analyze to get your next best action.
Objection Handler
Paste what the customer said — get ready-to-send responses
Coming soon
Requires Claude API integration. Coming in next update.
Sales Systems
Your central workspace — quotes, outreach, AI tools, contracts, and install management in one place
Quote Builder📋
Build and generate customer quotes with Angel Steel pricing. Produces Quote PDF + Commission Sheet.
Quote Recall🔍
Search, retrieve, and re-download any saved quote or commission sheet by quote number.
NBA Tool⚡
AI-powered Next Best Action. Paste a conversation — get situation analysis + consultative response.
Activity TimelineComing Soon
Full per-customer activity log: quotes, messages, calls, installs, and payments in one timeline.
Quote Expiration
Quotes expiring in 3 days — generate follow-up nudges in batch
Coming soon
Quote expiration tracker is being built. Check back soon.
Ad Metrics
Track your Facebook ad performance
Cadence Lab 👑 ADMIN ONLY
A/B/C follow-up cadence performance — Phase 1: equal traffic, raw stats
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Harbor Control 👑 ADMIN ONLY
User management, roles, and audit trail
Team Members
| Name | Role | Status | Actions |
|---|
Audit TrailLast 50 actions
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QA Scorecard 👑 ADMIN ONLY
Score a rep's call — results feed the Performance Rating
Review Details
Score Summary
Total Score
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out of 100
QA History
Past review records
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Crew Onboarding 👑 ADMIN ONLY
New employee onboarding checklist — Faith. Family. Steel.
TIDEWATER
STEEL
STEEL
New Employee Onboarding
Faith. Family. Steel. — Complete each step before Day 1 is done.
0 of 0 tasks complete
Crew Recruitment 👑 ADMIN ONLY
RecruitForge v2 — Sales Closer Pipeline · All data saved in browser storage
Post settings
Your generated post will appear here — ready to copy and paste anywhere.
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Status
Phone Interview
Notes
Status History