Can my office manager see it without seeing payments?
Yes. Access is set by role.
// Run the shop from one view
Business dashboard
Put the numbers, work, leads, and decisions that matter in front of the operator.
Build yoursBuilt around your actual process
Clear handoff for your team
One accountable operating view
What it does
New leads, open estimates and booked jobs at a glance
Money collected, deposits and balances due
Jobs by stage and by crew
Filters and exports for reports
Separate views for owner, office and crew
Built on the data your other systems already produce
A typical run
- 01
We list the numbers you check every week
- 02
We connect the sources: forms, pipeline, payments, jobs
- 03
You review a working version with test data
- 04
You approve who sees what
- 05
Launch; the dashboard updates as work happens
Questions
Do I need the other QBS systems first?
It works best with them, but we can pull from supported tools you already use.
Related services