Dashboard
Here's what's happening today.
Revenue (30d)
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Jobs This Month
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Avg Ticket
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Outstanding
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Active Members
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New Job
New Customer
Add Technician
View Reports
Today's Schedule
View all
| Time | Customer | Service | Status |
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Needs Dispatch
| Customer | Service | Urgency | Date |
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Technician Overview
Manage
| Name | Status | Jobs Done | Revenue | Avg Ticket | Rating |
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Jobs
Manage service requests and dispatch technicians.
Active
Today
Unassigned
Completed
All
| Ref | Customer | Service | Scheduled | Tech | Status | Amount |
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Customers
Your customer database and CRM.
| Name | Phone | Address | Source | Status | |
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Technicians
Manage your field team.
| Name | Phone | Skills | Status | Jobs Done | Revenue | Rating |
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Pricebook
Flat-rate pricing with Good / Better / Best tiers.
| Service | Category | Good | Better | Best | Margin |
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Service Agreements
Recurring revenue and membership management.
Monthly Recurring
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Annual Recurring
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Active Members
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Expiring Soon
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Active Agreements
| Customer | Plan | Price | Start Date | Visits Used | Status |
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Inventory
Parts, stock levels, and truck inventory.
Total Parts
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Total Units
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Cost Value
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Low Stock Alerts
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Parts Catalog
Seed Default Parts
| Part | SKU | Category | In Stock | Min | Cost | Sell |
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Time Clock
Labor tracking, punch in/out, and payroll prep.
Quick Clock In/Out
Loading technicians...
Weekly Payroll Summary
| Technician | Days | Regular Hrs | OT Hrs | Rate | Regular Pay | OT Pay | Total |
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Dispatch Board
Real-time view of all technicians and jobs.
Total Jobs
0
Assigned
0
Unassigned
0
In Progress
0
Completed
0
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Unassigned Jobs
| Customer | Description | Scheduled | Urgency | Action |
|---|---|---|---|---|
| No unassigned jobs | ||||
Utilization
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Estimates & Proposals
Good / Better / Best — present options, close the sale.
Total Estimates
0
Win Rate
0%
Won Value
$0
Pending
0
Avg Estimate
$0
| ID | Customer | Summary | Good | Better | Best | Selected | Status |
|---|---|---|---|---|---|---|---|
| No estimates yet. Create your first one. | |||||||
Fleet Management
Vehicles, maintenance schedules, fuel tracking.
Vehicles
0
Active
0
Maintenance Due
0
Total Fuel Cost
$0
| Vehicle | Year/Make/Model | Plate | Assigned To | Mileage | Status |
|---|---|---|---|---|---|
| No vehicles yet. Add your first one. | |||||
Marketing
Campaigns, reviews, referrals, and customer reactivation.
Avg Rating
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0 reviews
5-Star Reviews
0
0% response rate
Referrals
0
$0 in credits
Inactive (90d+)
0
Reactivation targets
Campaigns
| Name | Type | Segment | Send Via | Status | Sent | Booked |
|---|---|---|---|---|---|---|
| No campaigns yet. Create one to get started. | ||||||
Quick Launch Templates
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Reports
Business intelligence and performance metrics.
Revenue Summary
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Outstanding Invoices
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Technician Performance
| Technician | Jobs | Revenue | Avg Ticket | Rating | Completion Rate |
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