Dashboard
Here's what's happening today.
Jobs
Manage service requests and dispatch technicians.
Customers
Your customer database and CRM.
| Name | Phone | Address | Health | Revenue | Status | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Technicians
Manage your field team.
Pricebook
Flat-rate pricing with Good / Better / Best tiers.
| Service | Category | Good | Better | Best | Margin |
|---|---|---|---|---|---|
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Service Agreements
Recurring revenue and membership management.
| Customer | Plan | Price | Start Date | Visits Used | Status |
|---|---|---|---|---|---|
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Inventory
Parts, stock levels, and truck inventory.
| Part | SKU | Category | In Stock | Min | Cost | Sell |
|---|---|---|---|---|---|---|
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Time Clock
Labor tracking, punch in/out, and payroll prep.
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| Technician | Days | Regular Hrs | OT Hrs | Rate | Regular Pay | OT Pay | Total |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
Dispatch Board
Real-time view of all technicians and jobs.
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| Customer | Description | Scheduled | Urgency | Action |
|---|---|---|---|---|
| No unassigned jobs | ||||
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Estimates & Proposals
Good / Better / Best — present options, close the sale.
| ID | Customer | Summary | Good | Better | Best | Selected | Status |
|---|---|---|---|---|---|---|---|
| No estimates yet. Create your first one. | |||||||
Fleet Management
Vehicles, maintenance schedules, fuel tracking.
| Vehicle | Year/Make/Model | Plate | Assigned To | Mileage | Status |
|---|---|---|---|---|---|
| No vehicles yet. Add your first one. | |||||
Marketing
Campaigns, reviews, referrals, and customer reactivation.
| Name | Type | Segment | Send Via | Status | Sent | Booked |
|---|---|---|---|---|---|---|
| No campaigns yet. Create one to get started. | ||||||
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Safety & Compliance
DVIRs, job site safety analysis, and compliance tracking.
| Date | Driver | Vehicle | Status | Items | Notes |
|---|---|---|---|---|---|
| Loading DVIRs... | |||||
| Date | Technician | Job Type | Location | Hazards | Risk Level |
|---|---|---|---|---|---|
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Payroll
Hours, overtime, and pay calculations — export to QuickBooks or CSV.
| Technician | Days Worked | Regular Hours | OT Hours | Rate | Regular Pay | OT Pay | Total Pay |
|---|---|---|---|---|---|---|---|
| Select a pay period and click Calculate | |||||||
Expenses
Track receipts, mileage, and costs — export for tax time.
| Date | Category | Vendor | Description | Amount | Payment | Actions |
|---|---|---|---|---|---|---|
| No expenses recorded. Click "+ Add Expense" to get started. | ||||||
Reports
Business intelligence and performance metrics.
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Schedule
Week view — drivers vs. days. Replaces TeamUp.
Invoicing
Review completed jobs, build invoices, send to QuickBooks.
| Invoice # | Customer | Job Ref | Amount | Status | Date | Actions | |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
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QuickBooks Integration
Connect to QuickBooks Online for automatic invoice and customer sync.
Connect QuickBooks Online
Link your QuickBooks account to automatically sync invoices, customers, and payments. Eliminates double-entry and keeps your books up to date.
| Type | Reference | Customer | Amount | Status | Synced At |
|---|---|---|---|---|---|
| No sync history yet | |||||