👥 Clients
Dashboard
Service Run Revenue by Month
Top Clients
🔔 Clients Due for Service
🚗 Mileage YTD
Inventory Value by Category
At-Risk Margins items below 20% markup
Top Items by Value
Recent Activity
📅 Annual Summary
👤 Client Profitability
📦 Inventory Usage Report
Profit Margin by Job
| Item ↕ | SKU ↕ | Category ↕ | Qty ↕ | Landed | Markup % | Sell Price | Status |
|---|
Drop invoice here
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📦Inventory & Pricing
| Default Markup | % | |
| Low Stock | units |
🔧Labor Rates
| Billing Rate client-facing | /hr | |
| Internal Rate your cost | /hr |
🏷️Discount Codes
No discount codes yet.
| $/tap | Min/visit | |
|---|---|---|
| Bi-weekly | ||
| Monthly / 4-wk |
Effective charge = max(taps × rate, minimum). Override per client in client settings.
🗺Google Maps
Used for auto-mileage on service runs. Get a key at console.cloud.google.com → Enable Distance Matrix API. Free up to $200/mo.
🏠Home Base Addresses
Used as the starting point for mileage calculations on service runs.
⚡ Draft Line Builder Pricing
When on, invoices show one summary line instead of itemized parts. Priced from your inventory automatically.
🔀 Merge History
Last 50 mergesUndo a merge to restore both original items and revert invoice & estimate links.
No merges recorded yet.
Company Info
Used on generated PDFs and customer invoices.
Data Management
Backup & Restore
Last saved: —
Activity Log
Invoice History
| Invoice # | Supplier | Date ▼ | Items | Subtotal | Shipping | Total |
|---|
| Doc # ▼ | Type | Client ⇅ | Date ⇅ | Subtotal ⇅ | Tax | Total ⇅ | Status ⇅ |
|---|
🧹 Service Runs
No service runs yet. Click "+ New Service Run" to get started.
🔧 Build Products
Assemble inventory items into sellable bundles
IRS Rate: $/mi
0
Total Miles
$0.00
IRS Deduction
0
Log Entries
| Date | Destination | Purpose | Driver | Miles | Deduction | |
|---|---|---|---|---|---|---|
| No entries yet. | ||||||
User Management
Add New User
Current Users
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