Reviewing your calls
The dashboard is where you review every call Vallo handled. Open it at Dashboard → Calls.
What you see in the call list
- Caller name and phone — pulled from the caller's intake answers, or shown as "Unknown" if they didn't give a name
- Service type — what kind of work the call was about (e.g. "drain cleaning", "estimate request"). Auto-classified by Vallo.
- Estimated value — Vallo's guess at job size based on what was discussed
- Status — New, Followed up, Booked, or Completed
- Urgency badge — orange "Urgent" tag for emergencies
- Last activity — when you last touched this call
Filters
- Search — free-text search across caller phone, summary, and your notes
- Status — filter to only New / Followed up / Booked / Completed
- Service type — narrow to one type
- Urgent only — show only emergency calls
How calls are sorted
Urgent calls always pin to the top. Within urgency level, calls sort by most recent. New calls (no follow-up yet) are visually highlighted.
Opening a call
Click any row to open the full call. You'll see:
At the top
- Caller phone, name, and call duration
- Previous calls from this number (if any)
- Service type, urgency, estimated value
- Call classification — Real, Test, or Spam (default: Real)
Transcript
The full conversation between Vallo and the caller, with intake questions broken out separately. Use this to understand what the caller actually said before you call them back.
Action buttons
- Status — set to New, Followed up, Booked, or Completed. Moving to "Booked" auto-stamps the contacted timestamp.
- Booked value — once you confirm a job, enter the dollar amount. This becomes your tracked revenue.
- Notes — your private notes, never shown to the caller. Good for reminders ("called at 3, left voicemail").
- Mark as contacted — useful if you reached out without changing status.
Best practices
- Update status as you work the lead — keeps your dashboard a real reflection of pipeline
- Always set booked value when a job converts — drives your revenue dashboard
- Use notes for context that doesn't fit the structured fields — e.g. "neighbor referral, give 10% off"
For information about classifying calls as spam or test, see Classifying calls (spam, test, real).