Dashboard
Overview
Range follows the search bar above
In Progress Report
Appointments
Pending Jobs
Closed Jobs
Cancelled Jobs
Add New Job
If set, you'll get a reminder to send this job 2 hours before the appointment (while the app is open).
Address and phone are required.
Location
Technicians
Add technician
Current technicians
Company Source
Companies that send you jobs. Their percentage is taken from each closed job they sent; the technician's cut comes off too, and the rest is yours.
Add company source
Current companies
Reports
| Job ID | Customer | Address | Phone | Type | Tech | Date | Time | Status | Total | Parts | Tech $ | Company source $ | My company $ |
|---|
Source Reports
Closed jobs grouped by the company that sent them, using the date range above.
Summary by company
| Company | % | Closed jobs | Revenue | I owe company source | My company |
|---|
Estimates
Create estimates and invoices and email them to your customers from your own address.
Inventory
Track parts and stock by category. Any item at or below its reorder level is flagged Low stock.