Leads
24
+12%vs 7d
Open Quotes
18
+5%vs 7d
Win Rate
68%
+3%vs 7d
Jobs Today
6
000%vs 7d
MTD Revenue
$45.2K
+18%vs 7d
A/R Due
$12.8K
-8%vs 7d
Example Commands:
Work Inbox
5 items need attention
Follow-up (2)
Patricia Johnson
Follow-up(555) 666-7777•$2,800•2d overdue
Barbara Wilson
Follow-up(555) 101-0101•$3,600•4d overdue
Quote to Send (1)
William Davis
Quote to Send(555) 777-8888•$4,200•12h overdue
Deposit Due (1)
Mary Martinez
Deposit Due(555) 888-9999•$1,500•3d overdue
Unread Message (1)
Thomas Garcia
Unread Message(555) 999-0000•8h overdue
Recent Leads
Latest potential customers
| Name | Source | Est. Value | Status | Age | Next Step | Actions |
|---|---|---|---|---|---|---|
Sarah Mitchell(555) 123-4567 | Website | $2,400 | 4h | Initial consultation call | ||
Mike Thompson(555) 234-5678 | Referral | $3,500 | 1d | Send quote for deck repair | ||
Jennifer Davis(555) 345-6789 | LSA | $5,200 | 2d | Schedule site visit | ||
Robert Wilson(555) 456-7890 | Phone | $1,800 | 4d | Follow up on kitchen remodel | ||
Amanda Brown(555) 567-8901 | Website | $4,100 | 5d | Waiting on customer decision |
Today's Schedule
4 jobs scheduled
9:00 AM - 2:00 PMscheduled
Kitchen Renovation - Phase 2
John Anderson
123 Oak Street, San Francisco, CA 94102
$8,500
15m drive
Carlos Rodriguez•Kitchen Remodel
11:00 AM - 3:30 PMscheduled
Bathroom Remodel
Emily Parker
456 Pine Avenue, San Francisco, CA 94103
$5,200
25m drive
James O'Brien•Bathroom
1:30 PM - 5:00 PMscheduled
Deck Installation
David Miller
789 Elm Boulevard, San Francisco, CA 94104
$12,000
30m drive
Carlos Rodriguez•Outdoor
3:00 PMscheduled
Flooring Replacement
Lisa Chen
321 Maple Drive, San Francisco, CA 94105
$3,800
Michael Scott•Flooring
A/R Aging
$12,800
18 invoices past due
0-30 days
8 invoices
$5,200
31-60 days
5 invoices
$3,800
61-90 days
3 invoices
$2,100
90+ days
2 invoices
$1,700
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