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.

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.

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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