What the portal is for
If you hold a territory with us, the portal is where the record lives. It is not how leads reach you — those arrive by SMS and email within seconds, because waiting for someone to log in and check a dashboard would cost you jobs.
What it holds is the running log: every enquiry we have billed you for this period, the recording and transcript for each call, the suburb it came from, and the status you have marked it with.
What you can see in it
Each lead shows the date and time, the caller's details, the job they described, and the recording. You mark each one won, lost, quoted or disputed. That last one matters — if an enquiry was out of your area, for a service you do not offer, or was a sales call that got through, flag it and it comes off the invoice.
There is also the month's invoice, your current territory definition in postcodes, and the lead volume for the last twelve months so you can see the seasonality in your own trade rather than guessing at it.
Checking your billing
The single most useful habit is reconciling the lead log against the invoice once a month. It takes ten minutes. What counts as a billable lead is defined in the terms and conditions and repeated on the lead generation page, and we would much rather you queried five leads a month than quietly decided we were over-billing you.
If you want the underlying arithmetic on whether the leads are worth what you are paying, run your own figures through what a lead is worth. Clients who do that have better conversations with us than clients who do not.
Access problems
Password resets are self-service from the login screen. For anything else — locked accounts, changed email addresses, adding staff, or a recording you need urgently — email info@sugarloafdigital.com.au or call 0468 062 773 during WA business hours. The contact page has the details.
If you are not a client yet
This page will not be much use to you. The lead generation service explains what we sell, pricing covers what drives the cost, and the guides explain the model in full before you speak to anyone. For the reporting you receive as a client, see the lead reporting dashboard.
Frequently asked questions
I cannot log in. What do I do?
Use the password reset link on the login screen first, since roughly nine times out of ten that resolves it. If the reset email does not arrive within a few minutes, check the junk folder, then email info@sugarloafdigital.com.au from the address on your account and we will reset it manually the same business day.
Can my office staff have their own login?
Yes, and they should. Shared logins make it impossible to tell who marked a lead as won and who marked it as junk, which matters when there is a billing question. Tell us the names and email addresses and we will add them at no cost.
How long are call recordings kept?
Twelve months by default, then they are deleted. If you need a recording kept longer for a dispute or a warranty matter, download it or tell us before the twelve months is up. Our handling of recordings is described in the privacy policy.
Do I need the portal to receive leads?
No. Every lead is sent to you by SMS and email the moment it arrives, and the portal is a record rather than a delivery mechanism. You could ignore it entirely and still get every enquiry. It exists so you can check the month's activity against the invoice.