The Insights You Need to Improve Your Business with Performance Dashboards
Monitor sales team performance, track close rates, and identify pipeline opportunities in seconds.
Performance Dashboard: Overall look at the performance of your jobs, and your team, and leads.
Workflow Dashboard: Measure the efficiency of your business.
Pipeline Dashboard: A look at your current active pipeline so you can focus in your efforts.
Save Time on Repetitive Tasks with Automations
Save hours every week by automating your workflow. Make your own custom automations or choose from our commonly used automations templates.
Templates include;
- Move job stages
- Update proposal value
- Create task lists
- and many more...
Stay Organized with Detailed Job Cards
Job Cards are your command center. Here’s where you keep all your critical job details without the fear of losing anything important.
- Capture job details and customer info in one place
- Order reports and create proposals from the job card
- Write notes, add attachments, assign tasks
- Stay up to date with the detailed activity log
- Communicate with your team directly on the job
An Easier Way to Manage Your Jobs with Interactive Job Boards
Job Boards that work the way you do.
Job Stages: You can easily drag and drop jobs from each stage to stay organized and up to date.
Real-time Insights: View the number of jobs in each stage, and the total value of those jobs.
Filter Views: Filters let you change the view of your job board so you can view by job stage, assignee, date, value - you name it.
