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Contact Page Enhancements

Main App

Split the plage into 2 sections. One for form, another for jobs, quotes.

Contact list changes:

  1. Convert to client component for better searching.

  2. Tag dropdown should be searchable.

Bug fixes:

  1. First fix the form so you can actually save the contact.

  2. Add Preferred inspectors. - Multi-select where the user can select the inspectors that the contact likes to work with. This field already exists. Check schema.

  1. Job list, filter the jobs so that shows recent inspections first.

    1. max 10.

    2. Add pagination with limit and skip in backend

    3. click out to inspection link “/inspections/{id}“ (This redirects right now)

  2. Quote list.

    1. Show all quotes

    2. Show if they were converted to jobs

    3. Show status

    4. Button to open the quote. (Copy what we did on search bar.)

  3. Stats bar. How many inspections, total deal value etc.

    1. Total Revenue

    2. Total Jobs

    3. Total Up Roles (3 Inspections As Buyer, 10 inspections as Agent)

      TimeFrame: YTD, last 30 days

Posted by Christopher Scott ·
Status: Completed2 comments

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Comments2

  • Christopher Scott changed status to Completed
    Team•

    Oct 22, 2025

    Pinned

    Contact page released pushed

  • Ben E

    •

    Oct 10, 2025

    1. Save enhancements, save button (popup submitter), remember contact form is reused.

    2. Split page into two columns, left side contact details, right side inspections and quotes lists (see spectora contacts page)

    3. inspections list pagination, alter endpoint to search by contact id, add offset, call client side, see current pagination implementation

    4. quotes list pagination, url from search bar, same as inspections list

    5. Stats Bar, see spectora stats bar in client page, beakdown by YTD and last 30 days. Use Mongo aggregation (see example dashboard endpoint) (use one endpoint for all contact stats) (see getDailyFinancials or aggregate contact functions, remember id and string type mismatch)

    Using inspections, contants, quotes schemas