Your CRM

Hey, Jordan

4:41 PM
Saturday, August 15, 2026

Finish setting up

Complete this 1 step to get the most out of your CRM.

2/3

Add logo & branding

Upload your logo so it appears on estimates and invoices.

Add your services

Add the services you offer to build estimates faster.

Done

Start getting paid

Connect Stripe to accept card payments and deposits.

Done
Outstanding invoices
$18,420.50
3 Overdue· 6 Awaiting· Oldest 12d
Revenue this month
$42,180.00
↑ 18%vs July· Pacing $84.4k
Average time to get paid
6days
↓ 2dvs Last Quarter
May
Jun
Jul
Aug
Aug$42,180.00
vs best monthJun: $46,900.0090%
Available for payout
$3,240.75Stripe · Live
$4,420.75 in account
$1,180.00 pending
Stripe
Active filters
Estimates
TH
# EST-0142Sent
Sent Aug 11
$4,850.00
AR
# EST-0141Accepted
Accepted
$12,400.00
SK
# EST-0140Draft
Draft
$2,150.00
RC
# EST-0139Revision
Needs revision
$6,700.00
Estimate details
# EST-0142Sent
Job
Office refresh — phase 1
Sent Aug 11
Customer
T&
Thompson & Hale
1180 Commerce St, Dallas, TX
$450.00
On-site assessment
$2,900.00
Materials & setup
$1,500.00
Labor (2 days)
Sub total
$4,850.00
Total
$4,850.00
Balance due
$4,850.00
Needs attention3
Invoice #INV-0041 is 12 days overdueRiverside Clinic · $2,079.41
Overdue
Estimate awaiting approvalThompson & Hale · $4,850
Follow up
New job request submittedPriya Raman · Booked by AI receptionist
New
Today's schedule4
8:30 AM
Quarterly service visit
Delgado Properties · Grand Prairie, TX
CRCarlos R.
Complete
10:00 AM
Office refresh — phase 1
Thompson & Hale · Dallas, TX
CRCarlos R.
In progress
1:15 PM
Same-day service call
Jordan Wells · Dallas, TX
PNPriya N.
1:15 PM
3:30 PM
On-site consultation
Sandra Kim · Dallas, TX
DTDevin T.
3:30 PM
Team leaderboard2026
1
CR
Carlos Ramirez
68 jobs
$128,400
Revenue
2
PN
Priya Nair
54 jobs
$96,250
Revenue
3
DT
Devin Turner
41 jobs
$74,100
Revenue
4
AC
Alina Cruz
33 jobs
$58,900
Revenue