Good morning, Alfie
Here’s what’s happening across your business.
Quote pipeline
Recent jobs
Business snapshot
Recent activity
Customers
Manage contacts, properties and job history.
Quotes
Create, send and track every quotation.
| Quote | Customer | Created | Valid until | Status | Total | Actions |
|---|
Invoices
Create invoices, record payments and track outstanding balances.
| Invoice | Customer | Issued | Due | Status | Total | Balance | Actions |
|---|
Jobs
Schedule work and track progress from booking to payment.
Today's Work
Calls, directions, job sheets and completion actions in one place.
Job Calendar
Review the month, spot clashes and open any booking.
Lead Pipeline
Track enquiries through to a customer and quotation.
Job Profit
Track labour, fuel, disposal, materials, mileage and actual profit.
| Job | Customer | Income | Labour | Other costs | Profit | Margin |
|---|
Business expenses
| Date | Category | Description | Job | Amount |
|---|
Reports
A clear view of sales and operational performance.
Revenue by service
Conversion
Settings
Business details used on quotes and job paperwork.