Customizable dashboards that highlight KPIs most important to your business. Track performance in real time and stay focused on the numbers that matter.

Inrconnect Admin about 1 year ago

9

High Priority

Stay on top of your business at a glance. These dashboards give you real-time visibility into estimates, jobs, and invoices for the day or week. Track what’s scheduled, approved, or completed, spot trends early, and measure progress toward your business goals all in one clear, easy-to-read view.

Inrconnect Admin about 1 year ago

Connect your Housecall Pro account to Inrconnect and bring all your field service data into one place. Sync customers, jobs, estimates, invoices, and schedules plus more in real time. With this integration, you can track KPIs, generate custom reports, and gain insights that go beyond the standard Housecall Pro dashboards, helping you run your business more efficiently.

Inrconnect Admin about 1 year ago

Define clear daily, weekly, or monthly targets for your key business metrics like jobs scheduled, estimates approved, or revenue generated. This helps you stay accountable by tracking progress in real time, showing how close you are to hitting your goals, and alerting you when adjustments are needed.

Inrconnect Admin about 1 year ago

Connect your business bank accounts to see cash flow, balances, and transactions in real time. Simplify reconciliation by keeping finances close to your reports.

Inrconnect Admin about 1 year ago

Plan, track, and manage budgets across projects or departments. Compare forecasts to actuals to stay on top of spending.

Inrconnect Admin about 1 year ago

Visualize your company structure with an interactive organization chart. Quickly understand roles, reporting lines, and team relationships.

Inrconnect Admin about 1 year ago

Set up commission structures, bonuses, and performance-based incentives. Automatically calculate payouts based on metrics and results.

Inrconnect Admin about 1 year ago

A built-in communication hub to chat with your team and clients. Keep conversations connected to your business data and workflows.

Inrconnect Admin about 1 year ago

Manage your staff profiles, roles, and assignments. Get visibility into workloads, permissions, and performance.

Inrconnect Admin about 1 year ago

Generate on-demand reports for sales, jobs, estimates, and more. Turn raw data into insights you can share with your team or export for presentations.

Inrconnect Admin about 1 year ago

Manage all customer and lead information in one place. Sync data from integrations and use powerful search and filtering to stay organized.

Inrconnect Admin about 1 year ago

A centralized calendar that brings together jobs, meetings, and deadlines. View availability across your team and keep everyone aligned.

Inrconnect Admin about 1 year ago

Connect QuickBooks to automatically sync invoices, expenses, and payments. Get a clear view of your financials alongside operational data without manual imports.

Inrconnect Admin about 1 year ago

Link Jobber to Inrconnect to pull in customers, jobs, estimates, and schedules. Gain deeper insights into field operations with custom reporting and KPIs.

Inrconnect Admin about 1 year ago

Seamlessly connect your HighLevel account to sync leads, opportunities, and campaigns. Keep your marketing and sales data in one place for easier reporting and automation.

Inrconnect Admin about 1 year ago

The AI Agent is your intelligent business companion inside Inrconnect. It helps you analyze your company’s data, track performance, and get insights instantly, all without manual digging. With the AI Agent, you will be able to: Check KPIs in real time – Get a snapshot of key metrics. Generate reports on demand – Create tailored business reports whenever you need them. Ask questions about your data – Simply type your question and the AI Agent will fetch clear, actionable answers. Set and track business goals – Define daily, weekly, or monthly targets for your metrics and let the AI Agent help you monitor progress toward hitting them. Plus so much more to come… This feature brings reporting and business intelligence directly into your workflow, so you can spend less time searching for data and more time making decisions.

Inrconnect Admin about 1 year ago

Dec 31