ClientBoss

The agent field operating system. Tour smarter, text buyers the moment it matters, and lock in every relationship.

The Day Starts Here
🌅
Morning Match Alert
ClientBoss reads the MLS broker-open list overnight and texts the agent which buyers match — before coffee.
The Core App
🧭
Tour App
Plan, route with Google Maps voice nav, arrive, match buyers, text with one tap, track miles. Commercial unlocks with a code.
Features 1 + 2
🔁
Feedback & Check-In System
QR sign, visitor check-in, auto-texts to the listing agent, the 3-text feedback chase, and the weekly seller report.
Print · Post · Scan
🖨️
QR Sign Generator
Enter a listing, print two front-door signs — “Agents, sign in” and “House hunters, find your fit” — each with a big QR to the right ClientBoss page.
MLS Remarks · Public
🛡️
Register a Buyer
The public protected-buyer registry an agent reaches from the MLS private remarks — register your clients on a listing (first & last name only) and get an instant confirmation. Listing agents see every registration in the app.
What Visiting Agents See
10-Second Feedback Form
The standalone page the feedback text links to. Stars, optional anonymous price take, one comment, done.
The Front Door
📝
Buyer Questionnaire
Representation gate, criteria capture, wish list — the data the matching engine runs on.
MLS In · Tour Out
📋
Paste & Parse
Paste the CRMLS broker-open / open house report. ClientBoss parses every listing, groups by day, flags Trust Sales, and feeds the checked stops straight into the scheduler.
Backend · Supabase
🔐
Agent Login
Passwordless email magic-link sign-in. Your buyer database lives in Supabase — log in to load and manage it live.
Backend · Supabase
📥
Import Buyers (CSV)
Upload your existing buyer list. ClientBoss maps the columns, previews the rows, and loads them into your live buyer database.
Sort · Time · Estimate
⏱️
Tour Scheduler
Pick stops and a start point — get the smart order, arrival times, total miles, and finish ETA. Opens the route in Google Maps.
The Boom — Buyer Front Door
🔑
Lauren’s Home Finder
What the buyer gets at your open house: 60-second intake, the honest match scorecard, and THEIR list of weekend opens that actually fit — your branding on every screen.
Tier 4 — The Listing Winner
📊
Seller Intelligence
The dashboard that wins listings: real traffic, cross-shopping patterns, live competition status, and buyer demand — from ClientBoss check-in data nobody else has.
For Kavara / Developers
🗺️
One-Pager & Build Map
The visual workflow, automation blueprints, and tech stack — the whole system on one page.
Powered by ClientBoss™ · clientboss.io · Prototype for Kavara Inc. · Confidential