The dashboard

One screen for the front office.

Calls answered, jobs booked, quotes chased, messages handled, invoices raised and reviews collected all land here. Each card is labelled with the system feeding it, so you can see what ran without asking anyone.

Sample account with example data. Your dashboard is configured from your own CRM, calendar and phone system.

Dashboard previewSample data
Revenue, month to date
$84,600
77% of the $110,000 target
New leads
63
+11 on last week
Jobs booked today
9
2 waiting on confirmation
Average rating
4.8 ★
96 reviews, 94% positive

Revenue this month

$84,600of $110,000

By job type

  • AC replacement$31,400
  • Furnace install$18,900
  • Repairs$15,600
  • Tune-ups$12,300

Response times

  • Calls answered41 of 41
  • Average pickup9 sec
  • First reply to a lead42 sec
  • First reply to a message18 sec

Measured inside your own system, not ours.

Today's bookings

  • 8:00 Dana Whitfield · AC not cooling Next
  • 10:30 Marcus Hale · Furnace tune-up Confirmed
  • 11:00 Priya Raman · Replacement estimate Confirmed
  • 13:00 Luis Ortega · No heat, second visit Pending

Messages and follow-up

4 answered1 escalated
  • Rachel Adams2 min ago

    “Do you take my home warranty?”

    Answered from your FAQ: warranty accepted, details sent.

  • Maria Garcia32 min ago

    “The heat is still out after yesterday”

    Escalated to dispatch. On-call tech texted with the job details.

Review summary

4.8★

96 reviews, 94% positive

  • 5★71
  • 4★19
  • 3★4
  • 2★1
  • 1★1

“Called at 7pm with no heat. A tech was here by 8 the next morning.”

Emily P. · Google · 2 days ago

“Waited 40 minutes past the window and nobody called.”

James W. · Yelp · 5 days ago

Flagged, owner reply sent

Talk this through

Sample data, shown to cover the layout. A live dashboard is built from your own jobs, calls and invoices.

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