All features
MODULE 01
Dashboard

Your entire business, one calm screen.

The dashboard is the first thing you see when you sign in. Revenue, jobs, compliance health, and the action items that need attention today — all at a glance, so you always know what matters right now.

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
Capital Grille — Hood Cleaning8:00 AM · Mike R.$1,250
Joe's Crab Shack — Quarterly NFPA10:30 AM · Tony L.$890
Old Bay Catering — Fire Inspection1:00 PM · Crew B$540
What makes it work

Built around three things.

01

KPIs

Revenue MTD, jobs completed, outstanding invoices, tech utilization.

02

Today's jobs

A live list of what's happening right now, sorted by time and tech.

03

Action items

Overdue invoices, expiring certs, jobs that need dispatch.

The details

Everything you get with Dashboard.

This is what the module actually ships with — not a roadmap, not a wishlist. Real features, available today.

Revenue KPIs MTD revenue, pipeline, margin, and trend vs last month
Today's jobs Live list with tech, time, and status — click through to the job
Compliance health Site-level green / amber / red rollup with one click to fix
Action items Overdue invoices, expiring certs, jobs needing dispatch
Zero config Built-in widgets — no custom dashboard builder required

Ready to see dashboard in action?

Get a walk-through tailored to your business. No commitment, no pressure.