The key page where you:
- See at a glance your Revenue & Income development (KPI Boxes)
- Review current Jobs & Estimates in progress
- Create new Estimates and JobTrackers
- All Actions commence from here
- 5 main KPI boxes – positioned at the top of the dashboard and each KPI lists the respective $ values & # transactions within the current Financial year
- Revenue – sum of all paid Invoice amounts
- Invoices Unpaid – sum of all unpaid invoiced amounts
- Estimates/Quotes – sum of all Estimate without converting to a JobTracker
- Active Jobs – sum of all work in progress JobTracker amounts
- Completed Jobs – sum of completed JobTracker amounts
Listing by Row, all current:
- Active Jobs – each JobTracker (Jobs in progress), not completed
- Pending Estimates – still under construction i.e. not yet sent to a Customer
- Sent Estimates – estimates finalised and sent to a customer