Operations dashboard
This week
Quick search — customers, jobs, invoices
⌘K
Find a customer, phone, invoice or quote
Unified search across every record — try a name, a street, or an invoice number.
Current activity
Use this desktop view as the operational starting point: urgent work, quick search, recent changes and access to the main modules without losing context.
Today
WhatsApp
Jessie replied on WhatsApp
Asked about arrival window
Yesterday
Invoice
Invoice INV-1042 was opened
Customer viewed quote
Main modules
Unified search
Everything
jessie acre lane
Matched by name and street address · 2 results
Type
Results
Preview
J
Jessie
Flat 14, 48–50 Acre Lane
Today
WhatsApp
WA reply received
Asked about visit timing and invoice
Jessie
Active customer Flat 14, 48–50 Acre LaneQuick actions
Summary
Latest invoice sent, landlord contact saved, previous leak notes stored, and gas safety files linked inside the same customer record.
Activity timeline
Today
WhatsApp
WhatsApp received from customer
Asked about arrival window
Yesterday
Invoice
Invoice INV-1042 was opened
Customer viewed quote
Messages
Phase 2
Unified inbox is in build
WhatsApp, SMS and email threads land here with AI-assisted triage, reply drafting and automatic attachment to the right customer folder.
WhatsApp
SMS
Email
Invoices
Phase 2
Invoicing comes online next
Draft, send, reconcile and chase quotes and invoices from inside the CRM. Time-based pricing wires directly into the job record.
Drafts
Sent
Paid
Gas Safety
Phase 2
CP12 tracker in build
Landlord and homeowner gas safety records, annual renewal reminders, and one-tap PDF dispatch — backed by the existing Gas Safe document store.
CP12
Up to date
Due soon