All features
MODULE 01
Dashboard
Your entire business, one calm screen.
The dashboard is the first thing you see when you sign in: open work queues with the action that clears each one, the visits coming up, your cash position, and quotes to follow up.
DashboardJobsScheduleMoney
Good morning, Mike
Today's Jobs
7
↑ 2 vs avg
Revenue MTD
$48k
↑ 12%
Action Items
3
2 urgent
Compliance
98%
All green
Revenue Pipeline · April
12 LEADS
8 QUOTES
14 JOBS
$58k INV
$42k PAID
Harbor Grill: Hood Cleaning8:00 AM · Mike R.$1,250
Golden Dragon Kitchen: Quarterly NFPA10:30 AM · Tony L.$890
Bayside Catering: Fire Inspection1:00 PM · Crew B$540
What makes it work
Built around three things.
01
Needs attention
Work queues such as jobs to dispatch and open deficiencies, each with the action that clears it.
02
Coming up
Past-due, today's and the next 90 days' visits.
03
Cash
Collected in the last 90 days, open A/R, and work booked for the next 90 days.
The details
Everything you get with Dashboard.
Work queues what needs dispatch, review or billing, with one click to act
Coming up past-due, today and the next 90 days in one list
Cash collected, open receivables and booked work
Quotes to follow up sold work without a job and quotes waiting on customers
Reports one click away charts, period comparisons and leaderboards live in Reports
Zero config Built-in widgets. No custom dashboard builder required
Keep going
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