Low-fidelity layout wireframes: structure, hierarchy, and component placement - not visual design. Surface ownership: W1, W2, W6–W11, W14–W16 are Phoenix LiveView; W3, W4, and W13 (map canvas) are React islands; W5 and W12 are React Native / mobile web.
W1 - Sales pipeline (Kanban boards)
The daily home screen. Global nav, board switcher, filters, and drag-and-drop stage columns with per-stage totals. Live-updates via Phoenix Channels when teammates move cards.
BoardsContactsCalendarAutomationsReports
Search jobs…
JD
Residential roofing
Type: allRep: allAssignee
Add job
Lead (6)$48k
Garcia - reroof
$14,200 · web lead
Hot
Nguyen - gutters
$3,800 · referral
+ 4 more
Inspection (3)$36k
Olsen - hail claim
$22,000 · insurance
Thu 9:00a
Reyes - siding
$9,400 · retail
Quote sent (4)$61k
Brandt - full reroof
$18,750 · 3 options
Viewed 2h ago
Kim - solar + roof
$31,900 · multi-trade
Sold (2)$27k
Adams - reroof
$16,300 · signed
Deposit paid
Fox - gutters
$10,700 · scheduling
W2 - Job detail (job folder)
Where a rep lives once a lead is real. Left column is the activity/documents workspace; the right rail carries the personality insight card with its selling playbook and the website activity feed. Homeowner quote questions (see W12) also land in this activity feed.
RB
Rachel Brandt - full reroof
1428 Maple Ct · Quote sent · $18,750 · Rep: J. Diaz
Leads with data. Send the warranty specs and itemized pricing before the call. Avoid pressure tactics; give her time to compare.
Lead with numbers and documentation Email first, then schedule the call Don't push for same-day close
Draft an email in her style →
Website activityconsented
Financing page3 visits
Metal roofing gallery6 min
Warranty details2 visits
SourceGoogle Ads · "hail damage"
Tasks2 open
Follow up on quote - due tomorrow
Send financing options - due Fri
W3 - Quote builder (React island)
Three-pane layout: page structure left, live preview center, pricing and options right with good/better/best tabs and the admin-governed margin slider.
Brandt reroof - quote #1042Draft
Preview Request signatureSend quote
Pages
Cover page
About us
Inspection photos
Quote options
Upgrades
Warranty
Signature
+ Add page
Your roofing options
Good
$16,900
Better
$18,750
Best
$21,400
Pricing
GoodBetterBest
Arch. shingles$9,940
Tear-off 28.4 sq$3,120
Underlayment$1,890
Labor$3,800
Total$18,750
Margin - 32%
Floor 28% (admin)
From measurement
EagleView · 28.4 sq applied
W4 - Automation canvas (React island: React Flow over Oban)
Node palette left, flow graph center with branching, run-history rail right surfacing the BEAM-side execution state.
AYO & Ryzo Platform - hypothetical product specification and wireframe set, v4.0 (July 2026). Feature inventory derived from public JobNimbus and SumoQuote materials; all screens, names, and figures are illustrative. Back to index