Know where
the money is.
The dashboard answers the four questions that run a shop: what’s in the pipeline, who owes us, what’s the biggest unpaid invoice, and what’s booked this week.
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Dashboard
Demo Auto Shop · live
Outstanding across customers
$2,204
Everything the flow produces — orders, invoices, payments, bookings — rolls up here, live, with no report to run.
Who owes you, ranked.
Customer aging totals what each customer owes across their invoices, and the largest-unpaid view surfaces the invoices worth a phone call. Pair it with automatic payment reminders and most of the chasing never reaches you.
- Customer aging: total due per customer, at a glance
- Largest unpaid invoices with paid and due amounts
- Feeds straight into automated payment reminders
Who owes you
Lena Chen
1 invoice · 12 days overdue
$729
Diego Reyes
2 invoices · due this week
$1,043
Ben Ola
1 invoice · due today
$432
Pairs with automatic payment reminders — see it, then let the system chase it.
The week’s bottleneck, before it bites.
The workflow summary counts orders and totals value at every stage — estimates out, approvals pending, work on the floor, invoices open. When approval value piles up, you know where today’s follow-up calls go.
- Order count and total value per workflow stage
- Pending customer authorizations surfaced per stage
- Live from the board — no report to run
Workflow summary
Order count and value per stage
4 estimates
$3,120 quoted
2 awaiting approval
$1,458 pending
5 in progress
$4,890 on the floor
3 open invoices
$2,204 to collect
Spot the bottleneck before it costs you the week.
The morning huddle, pre-assembled.
Upcoming appointments arrive bucketed — today, tomorrow, this week, next week — so capacity planning is a glance, not a meeting. Underneath it all, every order keeps a full activity timeline and every email a delivery log.
- Appointments bucketed today / tomorrow / this week / next week
- Per-order activity timelines for a complete audit trail
- Email log with delivery status across the shop
Upcoming appointments
Oil change · Outback · 9:30
Diagnosis · F-150 · 13:00
3 more booked
Today, tomorrow, this week, next week — the morning huddle in one glance.
It doesn't work alone. See what it connects to.
Ready to run a tighter shop?
Set up your shop in minutes and see every job, estimate, and payment in one flow. You won't be charged until the trial ends.
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