Dashboard
Welcome back, Admin User
New Leads
{{ stats.newLeads }}
12% from last month
Active Projects
{{ stats.activeProjects }}
8% from last month
Quotations
{{ stats.pendingQuotations }}
5% from last month
Revenue
${{ stats.monthlyRevenue.toLocaleString() }}
15% from last month
Recent Leads
View All| Name | Service | Contact | Date | Status | Actions |
|---|---|---|---|---|---|
| {{ lead.name }} | {{ lead.service }} | {{ lead.email }} | {{ lead.date }} | {{ lead.status }} |
Upcoming Appointments
View Calendar{{ appointment.title }}
{{ appointment.client }}
{{ appointment.time }}
{{ appointment.location }}
Project Overview
View All Projects{{ project.name }}
{{ project.status }}Lead Management
| Name | Phone | Service | Date | Status | Actions | ||
|---|---|---|---|---|---|---|---|
| {{ lead.name }} | {{ lead.email }} | {{ lead.phone }} | {{ lead.service }} | {{ lead.date }} | {{ lead.status }} |
Client Management
| Name | Phone | Projects | Actions | |
|---|---|---|---|---|
| {{ client.name }} | {{ client.email }} | {{ client.phone }} | {{ client.projects ? client.projects.length : 0 }} |
No Clients Found
Add your first client to get started.
Project Management
| Project Name | Client | Start Date | Deadline | Status | Progress | Actions |
|---|---|---|---|---|---|---|
| {{ project.name }} | {{ project.client_name }} | {{ project.start_date }} | {{ project.deadline }} | {{ project.status }} | {{ project.progress }}% |
No Projects Found
Add your first project to get started.
Calendar
{{ appointment.title }}
{{ appointment.client.name }}
{{ appointment.lead.name }} (Lead)
{{ formatAppointmentTime(appointment.time) }} {{ appointment.duration ? '(' + appointment.duration + ' min)' : '' }}
{{ appointment.location }}
{{ appointment.description }}
No Appointments Found
Add your first appointment to get started.
Quotations
| Quote # | Client/Lead | Date | Valid Until | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| {{ quotation.quote_number }} | {{ quotation.recipient_name }} | {{ quotation.created_at }} | {{ quotation.valid_until || 'N/A' }} | ${{ formatCurrency(quotation.total_amount) }} | {{ quotation.status }} |
No Quotations Found
Create your first quotation to get started.
Invoices
| Invoice # | Client | Date | Due Date | Amount | Paid | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| {{ invoice.invoice_number }} | {{ invoice.client_name }} | {{ invoice.created_at }} | {{ invoice.due_date }} | ${{ formatCurrency(invoice.total_amount) }} | ${{ formatCurrency(invoice.paid_amount || 0) }} | ${{ formatCurrency(invoice.balance_due) }} | {{ invoice.status }} |
No Invoices Found
Create your first invoice to get started.
Reports
Leads Overview
{{ reportData.leads?.total || 0 }}
Total Leads
{{ reportData.conversionRate || '0.00' }}%
Conversion Rate
Projects Overview
{{ reportData.projects?.total || 0 }}
Total Projects
{{ reportData.projects?.byStatus?.Active || 0 }}
Active Projects
Financial Overview
${{ formatCurrency(reportData.revenue?.total || 0) }}
Total Revenue
For period: {{ formatReportPeriod() }}
No Data Available
There is not enough data to generate reports for the selected period.
Settings
Company Information
Update your company details used in quotes, invoices, and communications.
Document Numbering
Configure the format of quote and invoice numbers.
Account Settings
Update your account information and change your password.
Loading Settings...
Please wait while we load your settings.