HMServices
Forms Portal
Manager access only
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Green — 70 plus
Yellow — 40 to 69
Red — Under 40
Locations —
Vendors —
Green —
Red —
All
Location Forms
Vendor Forms
Submission History
Add Entry Manually
Log a submission that came in through Formspree or a call handled directly. Saves to Supabase and shows on the map.
One-time Supabase setup needed. Go to Supabase → SQL Editor and run this, then try again:CREATE TABLE form_submissions ( id uuid DEFAULT gen_random_uuid() PRIMARY KEY, form_type text, sheet_id text, submitted_at timestamptz DEFAULT now(), rep_name text, loc_name text, loc_address text, loc_city text, contact_name text, foot_traffic text, space_sqft text, electrical text, existing_vend text, existing_contract text, placement_location text, revshare_open text, next_step text, call_notes text, vendor_name text, vendor_rep text, vendor_contact text, vendor_location text, machine_model text, price_single text, price_bulk text, price_finance text, price_lease text, warranty_length text, service_contract text, vendor_impression text, notes text ); ALTER TABLE form_submissions ENABLE ROW LEVEL SECURITY; CREATE POLICY "allow all" ON form_submissions FOR ALL USING (true) WITH CHECK (true);
Location Info
Qualification
Under 50
50 to 100
100 to 300
300 to 500
500 plus
Yes
No but can install
Unknown
No
Yes
Indoor
Outdoor
Both available
Outcome
Yes, agreed
Open but wants more info
Not interested
Send agreement
Schedule site visit
Follow up call
Dead lead
Vendor Info
Pricing
Yes
No
Case by Case
Yes
No
Third Party Only
Yes
No
Warranty and Support
Yes
No
Ask Later
Strong Move Forward
Decent Keep in Pool
Weak Low Priority
No Go
Pre-fill Call Sheet
Saved — Rep Link Ready to Share
Send this link to your rep. They open it and see your pre-filled fields in green.
Complete this form live during the call. Submit when all sections are done.
Some fields have been pre-filled by your manager and are highlighted in green. Confirm if needed but do not re-ask the client unless necessary.