across 33 invoices
Invoices sent or signed and not yet settled, counting only what is still owed — deposits and part-payments already collected are deducted.Dashboard
Overview
Today· Monday, October 19
Welcome back, Brett Miller!
critical
Review failed payments1 payment failed
Customer card or bank charge declined. Update billing method or retry payment to settle invoice balance.
Unpaid invoices33 unpaid
$153,100
New leadsNew
2
Upcoming workNext 7 days
15visits
Needs a replyUp to date
0conversations
Act now
Needs your attention
1
4 lead follow-ups2 website leads and 2 contacted leads need follow-up.Top: Taylor Brooks · New customer inquiry awaiting response
Review leads3
$153,100 in unpaid invoices33 invoices still owed, net of deposits and partial payments.
Review invoicesOperations · Today
Today's schedule
Today's work value (not revenue)$21,400
7:30 AMArrival
Renee Patterson· $16,400JR ER
Backyard makeover — patio expansion, pla · BerkleyIn Progress
7:30 AMArrival
Aziz Rahimi· $5,000MT ER
Irrigation install — 6 zones with smart · TroyIn Progress
After today · through Oct 2513 scheduled visits
Clear: Sun
Wed, Oct 21
Thu, Oct 22
Fri, Oct 23
Sat, Oct 24
Sun, Oct 25
No jobs
Waiting
With your customers
2 quotes awaiting customer approval$28,200 total proposal value. Automatic follow-ups are off — follow up manually.Top: Nina Harmon · $22,800 proposal
Review quotesSetup progress
5 of 14 steps done (36%) · Next: Check your business details
Money
Business overview
$68,014 collected · 2 open quotes · 33 unpaid
Money
Business overview
2 quotes
Jobs still at the quote stage with a price on them. The same set the “awaiting approval” row above counts, so the two cannot disagree.17 jobs on the calendar
The quoted value of approved work on your calendar in the next 30 days. Work value, not cash — some of it is already paid and some is not due yet. For money in and out by date, see Cash flow.41 payments
Payments received this calendar month, net of refunds. The month is cut in your own timezone, so a payment taken at 5pm on the last day of the month counts in that month.14 new inquirys
Total customer inquiries and leads captured during the current calendar month.Looking for daily inflow forecasts and payouts? Detailed settlement projections and transaction history live in Cash Flow.
Open Cash FlowSales
Activity pipeline
Avg job: $4,534
1. New Leads2
2. Contacted2
3. Quote Sent2$28,200
4. Approved31
5. Scheduled31
6. Completed51
Quick links
Automations haven’t run yetAll switched off
Review requests: OFFQuote follow-ups: OFFAppointment reminders: OFFDaily digest: OFF
Nothing automated yet. Turn on review requests, quote follow-ups and appointment reminders in Automations and this fills in as they run.