Dashboard
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Active Jobs
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Today's Jobs
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Pending Invoices
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Customers
Today's Schedule
No jobs scheduled for today
Pending Invoices
No pending invoices
Recent Activity
No recent activity
Customers
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Jobs
Schedule
Quotes
| Quote # | Customer | Property Address | Amount | Date | Valid Until | Status | Actions |
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Invoices
| Invoice # | Customer | Job | Amount | Date | Due Date | Status | Actions |
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Map
Job Photos
No photos uploaded yet
Live Crew Tracker
Job Templates
Create reusable job templates with detailed instructions, task checklists, and photo requirements for your crew.
No templates created yet
Reports & Analytics
Revenue Over Time
Jobs by Status
Revenue by Job Type
Jobs Over Time
Monthly Revenue Comparison
Invoice Summary
| Invoice # | Customer | Date | Amount | Status | Paid Date |
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Jobs by Type
Jobs by Day of Week
Job Details
| Job # | Customer | Type | Date | Estimate | Status | Assigned |
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Top 10 Customers by Revenue
Customer Details
| Customer | Jobs | Total Spent | Avg Job Value | Last Job | Outstanding |
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Jobs by Crew Member
Crew Performance Details
| Crew Member | Jobs Assigned | Jobs Completed | Completion Rate | Total Revenue | Avg Job Value |
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Custom Report Builder
Select data sources, columns, and filters to create your own report
Select Data Source
Select Columns
Add Filters
Sort & Group
Time Tracking
Recent Time Entries
| Date | Job | Clock In | Clock Out | Break | Total | Notes | Actions |
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Recurring Jobs
Active Recurring Schedules
| Customer | Job Title | Type | Frequency | Next Run | Last Run | Status | Actions |
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Promo Images
Click an image to view full size. Right-click to copy or save for emails and marketing.
Admin Panel
User Management
| Username | Role | Visible Tabs | Actions |
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Role Management
| Role Name | Description | Permissions | Users | Actions |
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Business Settings
White Labeling
Export Data
Download all your data (customers, jobs, invoices, quotes, etc.) as a JSON file for backup or transfer.
Import Data
Restore data from a previously exported JSON file. This will merge with existing data.
Custom Fields
Define custom fields for Customers and Jobs. These fields will appear in forms and optionally in table columns.
| Field Label | Key | Type | Required | Show in Table | Actions |
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