Good morning, James
Here is where the business stands today.
Invoiced and paid
Invoiced
Paid
Needs your attention
Work by stage
Recent activity
Quotes and jobs
Drag a card to move it through a stage.
Financials
Cash, revenue and what is still owed.
Revenue by month
Where revenue comes from
Cash forecast
Healthy
Invoices
Live jobs
Every job on the books and how it is running.
| Job | Customer | Status | Engineer | Value | Next step |
|---|
Today
What needs you, in priority order.
Three things move the needle today
One invoice is worth chasing, one job needs parts approved, and one quote has gone quiet. Clear these and the week runs itself.
Priorities
Flags