Total Jobs
—
All time
Total Revenue
—
All jobs
AR Outstanding
—
Balance due
Next Payout
—
Unpaid queue
Active Jobs
Payout Queue
Sun
Mon
Tue
Wed
Thu
Fri
Sat
To-Do List
Running list of business tasks — installs to confirm, subs to pay, follow-ups to make
| Job # | Customer | Type | Sales Rep | Sale Date | Contract | Status | Actions |
|---|---|---|---|---|---|---|---|
Open Balances
| Job # | Customer | Sales Rep | Contract | Collected | Balance Due | Status | Action |
|---|---|---|---|---|---|---|---|
Jobs Shown
—
Items Pending
—
Pending Cost
—
Payout Queue
| Type | Recipient | Job # | Customer | Amount | Pay Date | Status | Action |
|---|---|---|---|---|---|---|---|
Change Orders
| Job # | Customer | Type | Submitted By | Submitted | Contract Δ | Sub Pay Δ | Commission Δ | Status | |
|---|---|---|---|---|---|---|---|---|---|
By Salesman
By Job Type
By Source
By Month
By Job
| Sales Rep ↕ | Jobs ↕ | Revenue ↕ | Sub Pay ↕ | Commission ↕ | Gross Profit ↕ | GP% ↕ |
|---|---|---|---|---|---|---|
Overrides
Logan Caldwell's booking overrides by salesman
Weekly Pay Reports
Pick a payday to see everyone paid that week, with a downloadable PDF breakdown for each
Needs Action
Unresulted appointments across all sales reps
Salesmen
Reset a rep's PIN so they're prompted to set a new one on next login