Dashboard
Today's overview
📅 Today's Schedule
| Time | Customer & Service | Status |
|---|
🤖 AI Summary
Active pipeline is strong — 2 high-value Celina leads ($22K + $45K) came in today. Martinez kitchen reveal scheduled this morning; send Google review request immediately after. 4 outstanding invoices total $28,500 — Thompson and Davis are 14+ days overdue. Jennifer Walsh ($45K full reno) responded to estimate follow-up; high close probability this week.
📈 Recent Leads
| Customer | Location | Status | Value |
|---|
Pipeline
Track leads from inquiry to completion
Automation
Active campaigns and message flows
GEO Score
AI Search Readiness — how AI assistants find and recommend you
📌 Recommendations
Knowledge Base
FAQs that train your AI chatbot
Dispatch
Dispatch view — add your DATA.dispatch object to populate.
Customers
Customers CRM — add your DATA.customers object to populate.
Money
Money & Invoices — add your DATA.money object to populate.
Receipts
Receipts & Expenses — add your DATA.receipts object to populate.