Good morning, sir
Weather
Cash This Week
Today's Route
0 stopsOverdue Invoices
0Follow-Ups Due
0Alerts
Dashboard
Business overview — Citrus County, FL
Hot Leads
0| Name | Service | Value | Score |
|---|---|---|---|
| No hot leads yet | |||
Recent Activity
Finances — Latest Statement
Active Jobs
0| Client | Service | Status |
|---|---|---|
| No active jobs | ||
Pipeline Board
Click a card to edit
New
0Contacted
0Quoted
0Won
0All Leads
Every lead in your pipeline
| Name | Phone | Service | Value | Stage | Score | Source | Follow-up | Added | |
|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||
Territory
Citrus County, FL — 17 service zip codes
Service Zip Codes
Leads by Zip
| Zip | Leads | Value |
|---|---|---|
| Add leads with zip codes to see breakdown | ||
Mow Schedule
Add clients — see all cuts on the calendar
Job Tracker
Track active jobs and completed work
| Client | Service | Date | Value | Status | Notes | |
|---|---|---|---|---|---|---|
| No jobs logged yet | ||||||
Follow-Up Hub
Stay on top of every lead — never let one go cold
| Lead | Phone | Service | Stage | Follow-up | Score | Action |
|---|---|---|---|---|---|---|
| No leads | ||||||
Clients
Full client database with notes, photos, history
| Name | Phone | Address | Grass Type | Cut Ht | LTV | Last Service | Status | ||
|---|---|---|---|---|---|---|---|---|---|
| No clients yet | |||||||||
Client Map
Your whole customer base — spot clusters to expand into
Route Planner
Plan your day — tell the assistant where you're working
Route Map
All stopsRoute Assistant
Stops (in order)
Quotes
Create, send, track quotes • Auto-convert to jobs when accepted
| # | Client | Service | Total | Valid Until | Status | |
|---|---|---|---|---|---|---|
| No quotes yet | ||||||
Incident Log
Damage, safety incidents, near-misses
| Date | Type | Severity | Client | Description | Cost |
|---|---|---|---|---|---|
| No incidents logged | |||||
Expenses
Track expenses with tax categories
| Date | Vendor | Category | Tax Cat | Amount | Description |
|---|---|---|---|---|---|
| No expenses yet | |||||
Contractors (1099)
Track helpers, payments, W-9s
| Name | Phone | Total Paid YTD | W-9 On File | 1099 Required | ||
|---|---|---|---|---|---|---|
| No contractors yet | ||||||
Taxes
Schedule C ready expense breakdown + quarterly estimator
Quarterly Tax Estimator
Schedule C Breakdown (YTD)
Cash Flow Forecast
Projected income next 30/60/90 days
Upcoming Revenue Sources
Time Sheet
Track employee hours and labor cost
| Date | Employee | In | Out | Break | Hours | Rate | Pay | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| No hours logged yet | |||||||||
Profit Analysis
Who actually makes you money — and who costs you
🏆 Most Profitable Clients
⚠️ Lowest Margin Clients
Profit by Job
| Date | Client | Service | Revenue | Costs | Profit | Margin |
|---|---|---|---|---|---|---|
| Complete some jobs to see profit | ||||||
Reports & Analytics
Revenue trends, service mix, seasonal patterns
Service Mix
Monthly Trend
Geographic Distribution
Win/Loss Analytics
Close rate, lost reasons, top competitors
Why We Lost
Top Competitors
Goals & Targets
Set and track revenue goals
Monthly Revenue Goal
Year-to-Date Progress
Before/After Gallery
All client property photos
Equipment
Mowers, trimmers, blowers — track maintenance
| Name | Type | Serial # | Purchased | Hours | Next Service | |
|---|---|---|---|---|---|---|
| No equipment yet | ||||||
Documents
Contracts, W-9s, insurance certs, signed quotes
| Title | Type | Linked Client | Added | Expires | |
|---|---|---|---|---|---|
| No documents yet | |||||
Global Search
Search across leads, clients, invoices, notes
Settings
Customize your CRM
Dashboard Cards
Choose which stat cards show on your dashboard.
Business Info
Goals
Lead Settings
Data Export
Import from Jobber (CSV)
Jobber Sync (Live)
Audit Log
Bank Statements
Upload CSV and auto-categorize transactions
Drop your CSV bank statement here
Chase, BofA, Wells Fargo — CSV: Date, Description, AmountRevenue Overview
Aggregate view across all imported bank statements
Expense Breakdown by Category
All Statements
| Name | Income | Expenses | Net |
|---|---|---|---|
| No statements yet | |||
Invoices
Describe it and the assistant builds it — manual entry optional
All Invoices
| # | Client | Issued | Due | Total | Status | |
|---|---|---|---|---|---|---|
| No invoices yet — click "+ New Invoice" above | ||||||
Seasonal Planner
Florida lawn care calendar — Citrus County
Service Calendar
Upsell Opportunities
Seasonal SMS Templates
Tap to copy a seasonal message template.
Message Templates
Pre-written texts and emails for every scenario