Dashboards & automations
See your whole business at a glance. Let routine work run itself.
Dashboards show what's happening in your business right now. Automations handle the repetitive work behind it. Together, they give you clarity and time.
Dashboards
All your key numbers in one place.
Stop searching through inboxes, spreadsheets and apps for answers. One screen shows how the business is doing.
- Everything in one view. Sales, jobs, invoices and follow-ups, pulled from the tools you already use.
- Updates automatically. No more copying numbers into spreadsheets by hand.
- Problems surface early. Overdue invoices, stalled leads and slipping jobs get flagged before they cost you.
- Built around your questions. We design it for the decisions you actually make, not a wall of charts.
Business overviewLive
Open invoices$12,4803 overdue
New leads this week37+9 vs last week
Jobs on schedule92%2 need attention
Revenue by week
Needs you
- 3 invoices overdue, reminders sent
- 2 leads waiting over a day
- Weekly report ready
Automations
Automations that run in the background.
They take repetitive steps off your plate and bring you in only when a decision is needed.
New lead arrivesFrom your form, email or phone
Instant replyIn your voice, within minutes
Logged in your CRMNo retyping, no missed details
You get a summaryReady for you to follow up
Quote follow-up
- Quote goes out
- Friendly check-in on day 2
- Second follow-up on day 5
- Replies come straight to you
Invoice to paid
- Job is marked done
- Invoice is drafted
- You approve it
- Sent and tracked, with polite reminders
Appointments
- Booking comes in
- Confirmation sent
- Reminder the day before
- Easy link to reschedule
These are examples. Every automation is designed around your business.
Better together
Each is valuable on its own. Together, they work as one system.
- Built on your tools
- You approve what matters
- Only what saves time or money
Picture your business on one screen.
Book a short call and we'll sketch what your first dashboard and automation could look like.