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Manage leads, jobs, scheduling, customers, quotes, invoices, and your team—all from one place.
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Know exactly what needs your attention.
See today's schedule, move jobs forward, respond to leads, and keep your entire business organized from one dashboard.
Monday, July 15
Good morning, Mike
Monthly revenue
$48,230
+12.4% this month
Jobs this week
18
4 scheduled today
Pending quotes
7
$34,600 total
New leads
12
3 need a reply
Today's schedule
4 jobs and appointments
8:00 AM
Roof inspection
Miller Residence · Crew A
10:30 AM
Driveway estimate
Anderson Property · Mike
1:00 PM
Concrete pour
Northview Homes · Crew B
3:30 PM
Final walkthrough
Wilson Residence · Mike
Needs your attention
Important actions for today
3 leads need a reply
The oldest lead has been waiting for 46 minutes.
2 quotes awaiting follow-up
Combined potential value of $14,700.
1 invoice is overdue
Invoice #1044 · $3,850 · 6 days overdue.
Job board
Move every opportunity from lead to completion
New leads
Garage roof repair
Sarah Thompson
Estimated value
$3,200
Front steps replacement
David Wilson
Estimated value
$4,850
Quote sent
Driveway resurfacing
Anderson Property
Estimated value
$8,450
Exterior renovation
Northview Homes
Estimated value
$21,600
Scheduled
Roof replacement
Miller Residence
Estimated value
$14,800
Concrete patio
James Residence
Estimated value
$7,250
Completed
Basement development
Wilson Residence
Estimated value
$17,250
Walkway installation
Clark Property
Estimated value
$5,900
Recent activity
What changed across your business
Quote approved
Anderson Property approved an $8,450 quote.
8 min ago
New lead received
Sarah Thompson requested a roof repair estimate.
24 min ago
Invoice paid
Wilson Residence paid invoice #1048.
1 hr ago
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