Dashboard
The whole company on one screen: sales, marketing, finance and operations. Nothing depends on the owner chasing it.
Sales
Every lead answered in under a minute; every quote follows itself up.
Marketing
The numbers say referrals close twice as often; the budget follows the numbers.
Finance
Deposits are invoiced the second a quote is accepted. Cash arrives sooner.
Operations
Won quotes schedule themselves; materials are computed from the job size.
Revenue trend · last 14 weeks
Happening by itself, today
Fictional demo data · modeled on a real platform we built for a painting contractor
Pipeline
From first contact to crew on site, one flow. A won quote schedules itself.
| Quote | Customer | Job | Value | Stage | Automation |
|---|---|---|---|---|---|
| #204 | Karen & Bill H. | Exterior, 2-story colonial | $8,900 | Quote sent | Follow-up #1 scheduled Thu |
| #206 | Oakwood Dental | Office interior, 6 rooms | $12,400 | Quote sent | Follow-up #2 sent yesterday |
| #203 | Steve R. | Interior, full repaint | $6,200 | Won · scheduled | Deposit paid · Crew A Mon |
| #199 | Maple Street HOA | Common areas, phase 1 | $21,700 | Won · scheduled | Materials ordered |
| #207 | Linda C. | Kitchen cabinets, spray | $3,400 | Estimate booked | Visit Wed 16:00 |
Fictional demo data · customers and jobs are invented
Leads
Every inquiry from ads, the website and referrals lands here and gets answered fast, even on Sunday night.
Fictional demo data · leads are invented
Schedule
Two crews, one calendar with the weather built in. Exterior work reroutes itself around rain.
10-day forecast · synced nightly from the weather service
July 2026 · jobs, estimates and visits
Crew A · this week
| Mon 13-Wed 15 | #203 · Steve R. · interior full repaint | job |
| Thu 16-Fri 17 | #199 · Maple Street HOA · exterior, phase 1 | rain risk |
Crew B · this week
| Mon 13-Tue 14 | #197 · finish + walkthrough | job |
| Wed 15 | Touch-ups + review visit | misc |
Fictional demo data · the forecast is simulated
Marketing
Campaigns and follow-ups that run on schedule whether the owner is busy or not.
Automations
| Automation | Trigger | Status | Last run |
|---|---|---|---|
| Lead first response | New lead, any source | running | 42 seconds ago |
| Quote follow-up sequence | 5 quiet days after a quote | running | Today 9:00 |
| Review request | Job marked complete | running | 2 hours ago |
| Spring exterior campaign | Season start | scheduled | Starts March 1 |
Fictional demo data
Job profits
Labor, materials and margin per job. Pricing improves with every project completed.
| Job | Quoted | Labor | Materials | Margin |
|---|---|---|---|---|
| #197 · office exterior | $14,200 | $6,100 | $2,840 | 37% |
| #196 · colonial interior | $7,800 | $3,900 | $1,480 | 31% |
| #195 · cabinets, spray | $3,100 | $1,700 | $710 | 22% |
| #194 · HOA phase 0 | $18,600 | $8,300 | $3,510 | 36% |
Fictional demo data · jobs and figures are invented
Lead sources
Where the leads come from, what they cost and which ones actually turn into jobs.
| Source | Leads · 90 days | Cost per lead | Win rate | Revenue won |
|---|---|---|---|---|
| Referrals | 38 | $0 | 61% | $104,300 |
| Google Ads | 64 | $31 | 28% | $77,900 |
| Website organic | 22 | $0 | 41% | $38,200 |
| Door hangers | 9 | $14 | 11% | $4,100 |
Fictional demo data · figures are invented
Invoices & deposits
The deposit is invoiced the second a quote is accepted; the final invoice goes out at walkthrough. No chasing.
| Invoice | Job | Type | Amount | Status |
|---|---|---|---|---|
| BC-882 | #204 · Karen & Bill H. | Deposit 30% | $2,670 | sent on acceptance · auto |
| BC-881 | #199 · Maple Street HOA | Progress 50% | $10,850 | due Friday |
| BC-880 | #203 · Steve R. | Deposit 30% | $1,860 | paid |
| BC-879 | #197 · office exterior | Final | $7,100 | paid · 4 days |
Fictional demo data · figures are invented
Materials
Computed from each job's square footage and surfaces, ordered before the crew needs them.
| Job | Materials | Est. cost | Status |
|---|---|---|---|
| #204 · exterior colonial | 22 gal exterior satin · 5 gal primer · tape, plastic, caulk | $1,240 | order drafted · auto |
| #199 · HOA phase 1 | 48 gal exterior flat · sprayer tips · masking | $2,610 | ordered · ETA Wed |
| #203 · interior repaint | 16 gal eggshell · 3 gal ceiling flat | $780 | delivered |
Fictional demo data · figures are invented