Today’s Command Center
Track doors, conversations, estimates, sales and follow-ups.
Quick actions
Follow-ups due
Recent activity
Door Tracker
Every house, result and follow-up in one place.
| Date | Address | Community | Result | Name | Phone | Service | Estimate | Follow-up | Actions |
|---|
Door Map
See every logged house and filter by result or community type.
Turn on location tracking and the map will follow you at house-level zoom. Tap directly on a house location to log the result or mark it sold.
Customers
Contacts, jobs, sales and referral history.
| Name | Phone | Address | Preferred Contact | Lifetime Sales | Actions |
|---|
Estimates
Create, track and convert estimates to sold jobs.
| Date | Customer | Service | Subtotal | Discount | Total | Status | Actions |
|---|
Jobs
Schedule work, record payment and track balances.
| Date | Customer | Service | Status | Total | Paid | Balance | Payment | Actions |
|---|
Job Schedule
Today’s work and upcoming appointments in date order.
Today
Upcoming
All scheduled jobs
| Date | Customer | Service | Status | Balance | Actions |
|---|
Performance Reports
Daily, weekly and monthly door results, sales totals and money collected.
Daily Report
Conversion totals
Community results
Door result breakdown
Payment breakdown
Jobs and sales included
| Date | Customer | Service | Status | Total | Paid | Balance | Payment |
|---|
Referrals
Track who referred whom and the $25 reward.
| Date | Referrer | New Customer | Reward | Status | Notes | Actions |
|---|
Price Book
Editable starting prices used by estimates.
Invoice Builder
Create a clean invoice using a completed job or manual details.
Settings & Backup
Your business information stays in this browser unless exported.
Business details
Data tools
The app saves automatically on this device. Export a backup regularly.