Overview
Your whole operation at a glance — pipeline health, what is moving, and what needs a nudge.
Today\u2019s schedule
In production
Open invoices
Pipeline by stage
Needs attention
Reports
Forecast, win rate, and where deals move or stall — from your live pipeline.
Conversion funnel
Value by stage
Why we win
Why we lose
Won value by month
Top performers
Accounts receivable aging
Invoices by status
Tasks
Everything on your plate — assign it, date it, check it off. Overdue floats to the top.
| Task | Customer | Owner | Due |
|---|
Forecast
Weighted pipeline, quota attainment, and commissions — by the numbers.
Monthly target
Weighted pipeline by stage
| Rep | Open | Weighted | Won (mo) | Commission |
|---|
Inventory & purchasing
Track materials and parts on hand, get low-stock alerts, and raise purchase orders to suppliers — receiving a PO restocks automatically.
| Item | On hand | Reorder | Unit cost | Supplier |
|---|
| PO # | Supplier | Status | Total | Date |
|---|
Expenses
Log job and overhead costs as they happen — fuel, materials, subs, permits. Tag a job to track it against profit, and flag billable items to re-bill the customer.
| Date | Category | Vendor | Job | Amount | Billable |
|---|
Profitability
Revenue vs. real cost on every job — labor, materials, and expenses — so margin is visible at a glance and you stop bleeding on bad jobs. Add costs from any customer record.
| Customer | Revenue | Cost | Profit | Margin | Hours |
|---|
Service plans
Recurring maintenance agreements — auto-schedule visits and optionally bill them on a cadence. Built for HVAC tune-ups, gutter cleanings, and any repeat work.
| Customer | Plan | Cadence | Price | Next visit | Status |
|---|
Follow-ups
Everyone you owe a next touch — overdue first, so nothing goes cold.
| Customer | Owner | Next step | Due |
|---|
Outreach
Pick a customer, pick a message — we fill in the details. Then send it, copy it, or log it.
Production
Every sold job, with everything the crew needs already filled in by sales. Hit one button to move it forward.
Service
A customer calls with an issue — log it here. The tech sees the full sales and production history on the same record.
Invoices
Bill the job and get paid — right here. Build an invoice, send it, then record payments as they come in. No second program.
| Description | Qty | Unit price | Amount |
|---|
Auto-bill maintenance contracts, monitoring, or financing on a set cadence — we create each invoice for you when it’s due.
Invoices & payments
Schedule
Book estimates, jobs, and service visits right on the customer record — one calendar everyone shares. No outside scheduler.
Upcoming
Time clock
Clock in to a job, clock out when you\'re done. Hours flow straight into job costing and profit — no timesheets.
Recent time
Customer pipeline
Track every customer from first contact through completed work — sales, production, and service on one shared record. Everyone signed in sees the same pipeline. Open a customer for the full checklist, activity log, and their quotes & orders.
Upload a CSV with a header row. We'll auto-match columns — adjust the mapping, then import.
| Customer | Type | Stage | Owner | Next step |
|---|
Lead generator
Pick a target — an industry or keyword, a location, and how many — then generate candidate companies and contacts you can drop straight into your pipeline.
Generates sample target accounts to seed your pipeline. Connect a data provider to pull verified, real-time companies and contacts.
| Company | Contact | Title | Phone | ||
|---|---|---|---|---|---|
| No results yet — set a target and hit Generate. | |||||
Quotes
Build an itemized quote for any job, product, or service — add line items, set tax and a deposit, then send it or turn it into an order. Every quote carries your branding.
| Description | Qty | Unit price | Amount |
|---|
Order & Agreement
Turn an accepted quote into a clean, branded order ready for signature. The line items pull straight from the quote — add the order specifics below, then download the signable PDF or save it to the customer.
Activity log
Every call, email, note, and stage change across the whole team — newest first.
Team
Everyone with access to this workspace.
Settings
Brand your workspace and the documents it generates.
Help
How the pipeline works.
The flow
Add a customer to the pipeline with their type and stage. Open any customer for what-to-do-now guidance, the stage-grouped checklist, contact details, an activity log, and their quotes & orders. Build an itemized quote in Quotes, then turn it into a signable Order. Everything carries your workspace branding. Make the stages, types, checklist, and price list your own under Settings.