Total Clients
265
+12 this month
Active Jobs
18
+3 this week
Pending Estimates
32
5 expiring soon
Revenue (MTD)
$87,450
+18% vs last month
Overdue Invoices
7
$12,380 outstanding
Recent Leads
| Name | Source | Status | Date |
|---|
Upcoming Follow-Ups
| Client | Type | Due | Priority |
|---|
Recent Estimates
| Client | Project | Amount | Status |
|---|
Unpaid Invoices
| Client | Amount | Due Date | Status |
|---|
Showing 265 leads
| Name | Phone | Source | Type | Status | Value | Date | Actions |
|---|
| Client | Phone | Type | Note | Due Date | Priority | Actions |
|---|
New Inquiry
0
Estimate Sent
0
Negotiating
0
Booked
0
Completed
0
All Estimates
Saved Line Items
Total: $0
| # | Client | Project | Line Items | Amount | COs | Total | Status | Actions |
|---|
Saved / Reusable Line Items
| Name | Category | Unit Price | Unit | Actions |
|---|
Outstanding: $0
| INV # | Client | Project | Amount | Paid | Balance | Due Date | Status | Actions |
|---|
All Contracts
Templates
Audit Log
| Contract # | Client | Project | Original Amt | Change Orders | Current Total | Status | Signed | Actions |
|---|
Interior Painting Contract
Exterior Painting Contract
Commercial Painting Contract
Cabinet Refinishing Contract
Deck & Fence Contract
Contract Audit Trail
Overview
Transaction History
Payment Setup
Collected (MTD)
$62,800
Pending
$24,650
Overdue
$12,380
Fees (MTD)
$1,842
Pending Payments
| Invoice | Client | Amount Due | Actions |
|---|
Transaction History
| Date | Client | Invoice | Amount | Method | Fee | Net | Status |
|---|
S
Stripe
Credit cards, debit, ACH, Apple/Google Pay
Not connected
P
PayPal
PayPal, Venmo, Pay Later
Not connected
Conversations
New Message
SMS Settings
Select a conversation
0/160
Twilio Integration
Connect Twilio for SMS
Not connected
SMS Templates
Quick reply templates
Campaigns
Email Composer
Email Settings
Active Campaigns
6
Emails Sent (MTD)
1,240
Avg Open Rate
34%
Leads Generated
28
Hi {first_name},
Thank you for considering Prestigious Painting Professionals.
Best regards,
Jake Johnson
Prestigious Painting Professionals
Email Account
Connect your company email
Not connected
Email Signature
Appended to all campaigns
Prestigious Painting Professionals
Licensed & Insured | Minneapolis, MN
(612) 555-0100 | www.prestigiouspainting.com
Upcoming Jobs & Estimates
| Date | Client | Type | Project | Status |
|---|
Company Settings
Company Logo
Appears in sidebar, contracts, estimates, and invoices
Click to upload logo (PNG, JPG, SVG)
Company Information
Used in contracts, invoices, and campaigns
Contract Defaults
Default terms for new contracts
Data Management
Export and backup