Priority Call List
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Customer
Past Due
Aging
Last Contact
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Performance Dashboard
Call metrics and collection stats
Historical View
Outbound Calls
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Total outbound
Total Calls
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Answer Rate
--%
Avg Duration
--min
Completed calls
Customers Contacted
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out of total
Collected
$--
deposits
Call Breakdown
By Outcome
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By Direction
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Deposit Tracker
No deposits in this period.
Daily Activity
| Date | Out | Ans | Miss | VM | Dur |
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No call data for this period.
Weekly Digest
This Week vs Last Week
Performance History (30 Days)
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Outstanding Balance
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ACH Steering
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Priority Breakdown
Customer Status
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Uncontacted Customers (7+ days)
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How Scoring Works (click to expand)
AI Call Scoring
Each call with a transcript is scored on five weighted criteria (0–100):
Sentiment 25%
Compliance 20%
Payment Guidance 20%
Effectiveness 20%
Voicemail 15%
75+ Excellent
50-74 Needs Work
<50 Poor
Priority Scoring
Each customer scored 0–100 on five factors:
Balance 30 pts
Aging 25 pts
Days Since Contact 20 pts
Payment Behavior 15 pts
Open Invoices 10 pts
38+ Call Today
20-37 This Week
<20 Low
AI also scores independently at 5 AM daily. Sparkle badge shows AI score alongside formula score on customer cards.
Deposits
Payment history
Total Deposited (30d)
$--
Payments
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ACH Payments
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Check Payments
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Log New Deposit
Recent Deposits
No deposits recorded yet. Click "Check Deposit Emails" above to scan for new deposits.
Updates
Team timeline · activity, notes & system events
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Posting as
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Activity Notes
All call actions and notes logged by agents, sorted by day
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Invoices
All invoices across customers
EBS Aging
Your aging report — edit, prioritize, and track activity
Accounts Receivable Report
AR aging pulled live from QuickBooks
A/R Aging Summary
Connect QuickBooks and sync customers to view AR aging report.
Customer Directory
Manage contacts, invoices & balances
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Exclusions
Customers removed from active call list
No excluded customers. Use "In Legal", "Skip Week", or "DNC" on customer cards to add exclusions.
Import Data
Import an aging report to update the database
Import Aging Data (.xlsx / .csv)
Custom aging spreadsheet with Sheet 1 (aging data) and Sheet 2 (contacts).
Drop your .xlsx or .csv file here
or click to browse
Client Settings
Manage clients and their configurations
Current Clients
Click a client to view and edit its details.
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QuickBooks Online
Add New Client
Assigned Users
Users with access to the currently selected client and their roles.
Select a client above to view assigned users.
Phone Logs
Call history with transcripts and AI summaries
Total Calls
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Inbound
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Outbound
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With Transcript
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Reports
Aging trends and digest history
Aging Summary
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Run Operations
Admin Portal
Manage users, roles, and system settings
All Users
Client Access Matrix
Assign roles per client. Changes save automatically.
| User |
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Database Stats
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Active Sessions
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Change Your Password
Messages
Internal team direct messages
Select a conversation
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