August 12th, 2025
New
We’ve launched real-time dashboards for Estimates, Jobs, and Invoices, giving you clear, daily and weekly insights into your business performance.
What’s New
📋 Estimates Overview
Created – Track how many estimates were generated today or this week.
Sent – See which estimates have gone out to customers.
Scheduled – Monitor estimates that have been scheduled.
Created Job – Keep tabs on estimates successfully converted into jobs.
🛠Jobs Overview
Created – Total jobs created for today/this week.
Scheduled – Jobs scheduled and on the calendar.
Canceled – Track cancellations as they happen.
Needs Scheduling – Jobs waiting to be assigned a time slot.
💰 Invoices Overview
Paid – Invoices fully paid today/this week.
Sent – Invoices sent out to customers.
Open – Outstanding invoices still awaiting payment.
Canceled – Invoices canceled and removed from the pipeline.
Why It Matters
Instantly compare today’s activity vs. weekly totals
Stay ahead of cash flow, scheduling, and workload trends
Zero in on performance gaps and take action before they become problems
⚡ This is just the beginning. We’re already working on goal-setting features so you can track progress against daily, weekly, and monthly targets.