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Business Simplified

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Dashboard is a full service software solution to manage your business.  Features of an ERP system as well as a CRM system in one.  It's completely cloud based so you can access it from anywhere.  No software to download, all you need is a Web Browser.  All-in-One  operational management at your fingertips.

Manage your entire Business

All in one place

Why Dashboard?

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Improved Customer Experience

360 Degree customer Communication.  From Lead intake to final thank you emails and future follow-ups.  Dashboard enables you to provide a better customer experience through a suite of features such as;

  • Customizable email templates that communicate installations, service appointments, thanks you letters, follow ups.

  • External Scheduling where you can allow customers to schedule appointments directly with your sales staffs calendars without all the back and forth emails.

  • Lead Intake screens and APIs that allow leads to flow directly into Dashboard from your website or URLs you provide them. 

  • SMS Customer Communication for Appointment reminders and more.

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Increase Sales Productivity

Allow your Sales staff to be more efficient.  Give them a single place to track prospects, appointments, customer communication, important job details, etc.

  • Track Appointments and sync to your email client  (Office365, Gmail and more.

  • Automated reminder rulesets to ensure your sales team is following up with customers every step of the way.

  • Create Tasks and get alerted when you need to take action.

  • Reminders that can notify you via customizable system alerts, emails, text messages. 

  • Performance management where you can set goals for your sales team.

Get Paid faster with less run-around

With our integrated Payment Processing, you can request payment from your customers via email and they can pay right from there.  The payment then records directly into Dashboard.    

  • Get paid quickly and securely.

  • Contact-free payment experience.  

  • Securely store customer payment info (with their consent) for processing final balances.

  • Sync payments from Dashboard right to QuickBooks.

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End to End Job Tracking

Track Job related activities all in one place.

  • Lead to Job to Installation to Payment to Follow-Up 

  • Scheduling for Design and Service

  • Task Tracking

  • Document Storage

  • Invoicing

  • Workflow

  • Special Order Tracking

Enterprise Features at a small business price.

There isn't a system out there that can compare to the amount of features and functionality you get for the price.  Feel free to look around and compare..    

  • Flat rate license model.

  • Robust feature set included.

  • Personalized boarding.  We have experienced Business Process flow specialists that will assist you with setup and questions at no additional costs.

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Franchisor Platform

The Dashboard Franchisor platform can provide you with key operating metrics from across all your individual franchisees.

  • See how your entire franchise system is performing from one easy to use Dashboard.

  • Stay on top of Key indicators that can highlight areas that need improvement.

  • View Individual franchise metrics and set goals for individual franchisors.

  • View summarized franchise metrics.