Home and Insights
Your daily dashboard, and how the business is doing over the last year.
Home
Home is the first page you see after signing in. It answers "what needs doing today?"
Workflow cards
Four cards count the records that need attention:
| Card | Lines |
|---|---|
| Requests | New, Assessment complete, Overdue |
| Quotes | Approved, Draft, Changes requested, with their value |
| Jobs | Requires invoicing, Active, Action required |
| Invoices | Awaiting payment, Draft, Past due |
Select any line to open that filtered list.
Today's appointments
Every job scheduled for today, in time order. If nothing is booked, you'll see "Nothing scheduled today".
Business performance
- Receivables: the unpaid balance on invoices awaiting payment (bad debt isn't counted)
- Upcoming jobs (next 7 days)
- Revenue this month: payments received since the 1st
Insights
Insights (under Manage) shows how the business is doing over the last 12 months:
- New leads (30 days)
- Approved quotes, with their value
- Active jobs, with their value
- Receivables
- A chart of revenue by month for the last 12 months
All months and "today" follow your company's time zone.
More detailed reports are planned. See Coming soon.