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Ranked from shared operating stores

Today at a glance

Open visits

8

0 browser-ledger · 8 walkthrough

DVI ready for review

2

Evidence complete; advisor decision is next

Unread customer messages

0

2 published estimates awaiting a decision

Collected in browser

$0

$0 outstanding on issued invoices

Visit flow

Browser ledger + labeled walkthrough rows, never double-counted

  1. Booked0
  2. Open RO4
  3. DVI review2
  4. Customer decision2
  5. Authorized0
  6. Invoice open0
  7. Paid0

Quick access

Inspections

Browse, enhance and transfer inspection reports

Appointments

Digital inspections, estimates and the customer report

Point of Sale

Run work orders, capacity, parts, approvals and payments

Customers

Profiles, contacts and visit history

Website

AI-operated content, leads, local growth and publishing

Settings

Modules, integrations and preferences

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