Navigating the HeavySet Tech Dashboard – HeavySet Tech

This article provides a complete overview of the HeavySet Tech dashboard navigation. The menu sections and items you see will vary depending on your user role and which CRM integrations are active for your organization.

Note: If you do not see a section mentioned in this article, it is either not enabled for your organization or your user role does not have access to it. Contact your account administrator if you believe you should have access.

The full left-hand navigation sidebar showing all top-level sections (use an Admin account for this screenshot).

Home

The Home page is the first screen you see after logging in. It provides a high-level overview and quick access to common tasks.

Accessible by: Admin User

Admin

The Admin section is used to manage users and organizations within the platform. It is only visible to Admins.

Organizations

Edit Organization Admin — Update organization details such as name, address, and business settings.
Permissions Admin — Manage which features and data are accessible for the organization.

Connections

The Connections section is where CRM integrations are configured. This is where you connect HeavySet Tech to your CRM platform.

Accessible by: Admin

CRM

New Config — Create a new CRM integration configuration (API credentials, CRM type, etc.).
Edit Config — Modify an existing CRM configuration.

CRM Settings

The CRM Settings section contains configuration options specific to your CRM integration. The sub-sections that appear here depend on which CRM your organization is connected to.

Accessible by: Admin Web Developer

You will only see the sub-sections below that correspond to your active CRM integration(s). For example, if your organization uses Lead Perfection, you will see a "Lead Perfection" section but not "Improveit360."

CRM-Specific Settings Pages

CRM	Menu Item	Description
Lead Perfection	Settings	Configure time slots, email notifications, promoter ID, phone format, appointment thresholds, "How Did You Hear About Us?" field mapping, and more.
Improveit 360	Preferences	Configure product handling, lead source overrides, market segment settings, and field mappings.
Improveit Lightning	Preferences	Configure Lightning-specific slot filtering, sales opportunity creation, and field mappings.
MarketSharp	Preferences	Configure employee ID defaults, Google Ads webhook, and appointment note settings.
HeavySet Basic	Preferences	Basic configuration options for the HeavySet-native CRM.
JobNimbus	Settings	Configure default sources, appointment task types, and record type names.
Acculynx	Settings	Configure contact types, lead sources, sales person emails, and appointment milestones.
LeafGuard	Settings	Configure appointment routing, branch IDs, min hours before, and default sources.
BuilderPrime	Settings	Configure lead/appointment statuses, employee IDs, and meeting type IDs.
Service Titan	Settings	Configure business unit IDs, job type defaults, campaign IDs, and cancel reason IDs.

Attribution

Source Mappings — Define rules to transform or remap lead source and source type values as they flow into your CRM. Useful for standardizing data coming from different forms or campaigns.

Schedules

The Schedules section controls when appointment slots are available.

Schedule / Schedule Override — Set the general availability window, time zone, days out, and holiday rules for appointment booking.
Availability — View or configure staff or resource availability that drives slot generation.
Markets — Define geographic markets and associate them with specific schedules, allowing different availability by ZIP code or region.

Appointment Form

The Appointment Form section is where you create and manage the customer-facing scheduling forms embedded on your website.

Accessible by: Admin Web Developer

Style

Styles control the visual appearance (colors, logo, CSS) of your appointment forms.

New Style — Create a new visual theme for your forms.
Edit Style — Modify an existing style's colors, logo, and custom CSS.
View Styles — Browse all configured styles for your organization.

The Edit Style page showing the color picker, logo upload, and CSS URL fields.

Form

Forms are the individual appointment scheduling pages sent to or embedded for customers.

New Form — Create a new appointment form, configuring text, products, "How Did You Hear About Us?" options, confirmation behavior, and more.
Edit Form — Modify the content and configuration of an existing form.
View Forms — Browse all forms associated with your organization, copy embed links, and preview them.
Access Tokens — Manage API access tokens used to securely embed or call forms programmatically.

Audit

The Audit section provides reporting and visibility into form activity, appointments, and lead data.

Reports

Dashboard Admin Reports — A summary view of key metrics including form submissions, appointments scheduled, and conversion rates.
Audit Table — A detailed, filterable log of every form page view, lead submission, and appointment created. Use this to investigate individual leads or troubleshoot issues.
Facebook Events — Review the Facebook Conversion API events fired from form activity, useful for verifying ad attribution.

Marketing

The Marketing section contains tools for SMS, email, and AI-powered follow-up automation. Sub-sections are shown based on your organization's enabled features.

AI Agent (if configured)

The AI Agent automates text message conversations for appointment confirmation, follow-up, and rehash campaigns.

Dashboard — Monitor active AI conversations and overall performance.
Audit Table — Review individual AI conversation logs.
Agent Template — Define the AI's persona, tone, and instructions.
Question Template — Build the Q&A flows the AI uses during conversations.
Conversation Template — Assemble full conversation flows from agent and question templates.
Configure — Set up AI agent behavior, triggers, notification emails, and employee assignments.

Tools

Media Library — Upload and manage image files used in SMS messages (MMS).

SMS (if SMS is enabled)

Dashboard — View SMS send volumes, delivery rates, and opt-out counts.
Audit Table — See a log of all outbound and inbound SMS messages.
Message Prospects — Manually compose and send an SMS to a specific prospect or group.
Automation — Configure the automated SMS messages sent on new leads, appointments, and reminders.

Compliance (Improveit 360 only)

DNC Upload — Upload a Do Not Call list to suppress outbound communications.
DNC Query — Check whether a specific phone number is on the DNC list.
Phone Cleanup — Identify and correct malformed phone numbers in your lead records.
Lead Source Markets — Associate lead sources with geographic markets for reporting and routing.

Email

Dashboard — View email send volumes, open rates, and click rates.
Audit Table — A log of all outbound emails sent through the platform.
Email Prospects — Manually send an email to a specific lead.
Automation — Configure automated emails triggered by new leads, appointments scheduled, and reminders.
Templates — Create and manage reusable HTML email templates.

Billing

The Billing section is used to manage your subscription and payment information.

Accessible by: Admin Billing

Contact — Update the billing contact name and email address on file.
Plan — View your current subscription plan and available upgrade options.
Invoices — Download past invoices.
Payment Method — Add or update the credit card or payment method on file.

User Role Reference

The table below summarizes which top-level sections each role can access.

Section	Admin	Web Developer	User / SMS	Billing	Reports
Home	✓		✓
Admin	✓
Connections	✓
CRM Settings	✓	✓
Appointment Form	✓	✓
Audit / Reports	✓	✓			✓
Marketing	✓		✓		✓
Billing	✓			✓

Need help? If you can't find a feature or need your role updated, contact your organization administrator or reach out to HeavySet Tech support.