Dashboard

๐Ÿ—
โ€”
Active Projects
๐Ÿ’ฐ
โ€”
Pending Revenue
๐Ÿ“Š
โ€”
Paid This Month
๐Ÿ“ฆ
โ€”
Open Orders
๐Ÿ’ธ
โ€”
Expenses This Month

Revenue vs Expenses

Projects โ€” At Risk & Upcoming

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ClientDescriptionQty ร— PriceTotalDeliveryStatusActions
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Monthly Overview

Summary

Total Revenueโ€”
Total Expensesโ€”
Net Profitโ€”

Monthly Breakdown

MonthRevenueExpensesNetBalance
DateProject/OrderCategoryDescriptionAmount
Total: $0.00
Invoice #ClientProjectDue DateAmountStatus
Total Receivable: $0.00
Invoice #ClientProjectDue DateTotalStatusActions
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In Progress Completed At Risk US Holiday

Company Information

Company Logo

Used on invoices & reports
No logo uploaded

PNG, JPG or SVG โ€” max 2MB

Invoice Settings

Email (SMTP)

Contractors

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Decorators

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Clients (Standalone)

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Automatic Schedule

Manual Send

Send progress update emails immediately to all contractors of active projects.

About

Emails are sent to contractors of projects with status In Progress that have a contractor assigned.

Each email includes: current progress vs expected progress, days remaining, and a link to the contractor portal to submit updates and photos.

Email Log

Date Project Contractor Email Type Status
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