Quick Reference — Your Cheat Sheet
Dashboard (morning), Follow-ups (daily), Quotes and Invoices (as needed), Revenue (weekly), Reports (monthly). Total daily time: 5-10 minutes. The system handles the rest.
Quick Reference Card
When to Use Each Screen
- Dashboard — Every morning: check health + alerts
- Follow-ups — Daily: work the to-do list
- Accounts — After client interaction: view history, update status
- Quotes — New job request: build + send branded quote
- Invoices — After job completed: bill + track payment
- Revenue — Weekly: check income trend
- Crews — Dispatching work: SMS job requests
- Calls — Proactive retention: trigger AI check-in
- Reports — Monthly: review ratings + non-responders
Your Daily Rhythm
- Morning (2 min): Dashboard — check reds/alerts
- Morning (3 min): Follow-ups — work the list
- As needed: Quotes, invoices, crew SMS
- Weekly: Revenue check
- Monthly: Review ratings report + act on lows
Total daily time: 5-10 minutes. The system handles everything else.