Manage your Customer Contact Information, Appointments, Jobs, all in one place.
Create customer invoices quickly and easily. Additionally, if you use Quickbooks for your accounting, Dashboard supports syncing between the two applications.
Create custom workflows and steps to assist with tracking of manufacturing process, order process, and more.
Store customer and job related documents right in Dashboard. Plans, drawings, pictures, contracts and more.
Sync to QuickBooks
Dashboard supports syncing your Customers, Invoices and payments directly to Quickbooks desktop and online.
Integrate your Website so Leads flow right into the System. Additionally leverage our API to query/add data into the system.
Activate payment processing within Dashboard and you can process credit card payments right in the application.
Track all aspects of a Job. Lead tracking, appointment scheduling, task management, note tracking, invoicing, document storage and more.
Manage your Sales Rep scheduling and Service Tech scheduling.
Create custom email templates. Then use Dashboard to notify customers of upcoming appointments, service visits, etc.
Robust Reporting to measure things like Leads, Conversion Rates, Sales Rep Performance and more.
Sync Appointments with Office365
Automatically sync appointments created in the system to your Office365 calendar. Get Job reminders sent right to your phone.
Access Dashboard on the go through the use of our Mobile Site.