Dashboard

What you see

The Dashboard opens when you sign in. Click Dashboard in the menu to come back to it at any time.

Summary cards

Owed to you

The total left to pay on open invoices, with how many are overdue.

Waiting on customer

Proposals you have sent that the customer has not signed yet.

Needs a date

Active jobs that are not on the schedule yet.

Collected this month

Payments received this month, compared with the same point last month.

Below the cards, a short line shows what you collected last month and how many of the quotes you sent in the last 90 days were signed.

This week

Every booking in the next 7 days, by day, with the time, customer, job and crew. Click Full schedule to open the Schedule. If nothing is booked, the card says Open week.

Needs attention

Up to 8 items that need someone to act, each with a button that takes you straight to the fix.

Date passed

A job's booked date has passed but it is still marked Scheduled. Click Update job to mark it In progress or Completed.

Overdue invoice

A payment is past due. Click Send reminder.

Job done

A completed job still needs its final invoice sent. Click Send invoice or Open job.

Deposit

A customer signed but the deposit is not paid yet. Click Send reminder, or Send invoice if it is still a draft.

Waiting

A proposal has gone 3 days without an answer. Click Follow up.

When nothing needs you, the card says All caught up.

Recent estimates

Your latest estimates with the customer, project, status and total. Click a row to open it, or View all to go to Estimates.

Start something new

Click New at the top right, then pick Estimate, Invoice or Job.