Operations dashboard

This week

Find a customer, phone, invoice or quote

Unified search across every record — try a name, a street, or an invoice number.

Open jobs KPI·01

24

Across 18 customers

Unread KPI·02

7

WhatsApp, SMS & email

Gas docs KPI·03

29

Certificates on file

Urgent KPI·04

3

Need action today

Current activity

Updated moments ago

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

Jump straight in

Jessie

Active customer Flat 14, 48–50 Acre Lane

Quick actions

Summary

Latest invoice sent, landlord contact saved, previous leak notes stored, and gas safety files linked inside the same customer record.

Activity timeline

Last 7 days
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 will land here with AI-assisted triage, reply drafting and automatic attachment to the right customer folder. Wiring up once the Phase 2 backend is ready.

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. Coming with the Phase 2 backend.

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. Live in Phase 2.

CP12 Up to date Due soon