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Customer Management

Manage your Customer Contact Information, Appointments, Jobs, all in one place.

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Invoicing

Create customer invoices quickly and easily.  Additionally, if you use Quickbooks for your accounting, Dashboard supports syncing between the two applications.

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Workflow Management

Create custom workflows and steps to assist with tracking of manufacturing process, order process, and more.

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Document Storage

Store customer and job related documents right in Dashboard.  Plans, drawings, pictures, contracts and more.

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Sync to QuickBooks

Dashboard supports syncing your Customers, Invoices and payments directly to Quickbooks desktop and online.

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Developer API

Integrate your Website so Leads flow right into the System.  Additionally leverage our API to query/add data into the system.

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Payment Processing

Activate payment processing within Dashboard and you can process credit card payments right in the application.

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Job Tracking

Track all aspects of a Job.  Lead tracking, appointment scheduling, task management, note tracking, invoicing, document storage and more.

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Scheduling

Manage your Sales Rep scheduling and Service Tech scheduling.

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Email Templates

Create custom email templates.  Then use Dashboard to notify customers of upcoming appointments, service visits, etc.

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Reporting

Robust Reporting to measure things like Leads, Conversion Rates, Sales Rep Performance and more.

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Sync Appointments with Office365

Automatically sync appointments created in the system to your Office365 calendar.  Get Job reminders sent right to your phone.

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Mobile Site

Access Dashboard on the go through the use of our Mobile Site.

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