01
Build your own dashboard
Add, resize and rearrange widgets - stats, financial snapshot, calendar, to-do list, quick actions, team, storage and more - then save the layout that suits you.
Dashboard & Work Board
Your whole operation at a glance
A customisable dashboard of drag-and-drop widgets, plus a kanban Work Board that tracks every lead, quote, job and invoice across your business - so you always know what needs doing next.
The benefits, at a glance
- Drag-and-drop, resizable dashboard widgets
- Saved layouts and role-based defaults
- Kanban Work Board across your whole pipeline
- Filter the board by customer, property or tag
- Update statuses and add tags straight from a card
Inside dashboard
02
The Work Board
A fixed-height kanban of your entire operation: appointments, leads, quotes, sent and accepted quotes, scheduled and in-progress jobs, and invoices - each column scrollable.
03
Filter and focus
Search and filter the board by customer, property or tag, choose which columns show, and drag columns into the order that matches how you work. Settings persist.
04
Act without leaving
Update a status, add a tag or open a record straight from its card. The financial snapshot gives you quoted, invoiced, paid, expenses and profit at a glance.
Explore the rest of Pipeline
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