Dashboard
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Active Jobs
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In progress today
Completed
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This month
New Leads
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Uncontacted
Flagged
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Need attention
🚨 Critical Activity
Today's Jobs
Recent Leads
Jobs
All jobs across residential and commercial
| Job ID | Customer | Type | Job | Tech | Status | Progress | Date |
|---|---|---|---|---|---|---|---|
Customers
All customer records
| Name | Phone | Address | Since | Jobs | |
|---|---|---|---|---|---|
Dispatch Board
Week of...
Quote Leads
Incoming requests from the main website
Service Requests
Pending requests from customers — add to dispatch to resolve
Users
Manage team access and roles
Internal Chat
Private DMs and group chats — staff only
Job Chats
All customer and tech conversations sorted by latest
Review Reminders
Follow up with completed jobs to collect customer reviews and ensure satisfaction
💡 These are jobs completed in the last 30 days that haven't been marked as followed up yet. A quick call or text goes a long way for reviews.
Reports
Business performance overview
Total Revenue
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All time
Jobs Completed
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All time
Lead Conversion
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Leads → jobs
Revenue by Month
Jobs by Type
Tech Utilization
Estimate Templates
Reusable line-item templates for quick job estimates
Payments
Payment collection and transaction history
This Month
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Collected
Outstanding
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Jobs without payment
All Transactions
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All time
Seasonal Maintenance
Customer maintenance reminders — spring tune-ups, fall checks, filter changes
🚀 Bulk Generate Reminders
Dispatch Map
Today's job sites — powered by OpenStreetMap
Today's Jobs
Residential / Scheduled
Commercial
In Progress
Complete
Email Notifications
Send customer emails and track history
⚡ Quick Send
Job Scheduled
Confirm appointment with date & tech
Job Complete
Notify job done + request review
Send Invoice
Email invoice with payment link
Maintenance Reminder
Seasonal tune-up reminder
Review Request
Follow up for Google review
Send Estimate
Quote with line items