Dashboard

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👥 Customers

👥

Total Customers

—

all time

✅

Active

—

currently serviced

⏸️

Paused

—

on hold

❌

Cancelled

—

churned

💰 Revenue

💵

Monthly Revenue

—

active customers only

📅

Annual Run Rate

—

projected

🧾

Avg Rate / Customer

—

per month

🔁 Service Frequency

⚡

Weekly

—

📆

Every Other Week

—

🗓️

Monthly

—

📋 Schedule

📋

Total Jobs

—

all time

✅

Completed

—

⏳

Upcoming

—

scheduled ahead

⏭️

Skipped

—

this year

📅 This Period

☀️

Today's Visits

—

📅

This Week

—

scheduled

🗓️

This Month

—

scheduled

✅

Completed This Month

—

🎯 Leads

🎯

Total Leads

—

all time

🔥

New / Uncontacted

—

need follow-up

💬

Contacted

—

📈

Close Rate

—

leads → customers

⚡ Quick Access

View & manage leads

Calendar & visits