Total Revenue Collected
$0.00
Processed via Square & Direct
Outstanding Receivables
$0.00
0 open invoices
Active Bookings & Jobs
0
HVAC, Electrical, Smart Home
Managed Customers
0
Active residential accounts
| Invoice # | Customer | Issue Date | Due Date | Total Amount | Status | Actions |
|---|---|---|---|---|---|---|
| Loading invoices... | ||||||
Service Consultation & Dispatch Queue
Real-time incoming leads from landing page and technician dispatches
| ID | Customer | Service Type | Priority | Scheduled / Booked | Status | Actions |
|---|---|---|---|---|---|---|
| Loading bookings... | ||||||
| Customer Name | Email Address | Phone Number | Location (Zip) | Total Jobs | Total Spent | Actions |
|---|---|---|---|---|---|---|
| Loading customers... | ||||||
Resend Transactional Email Audit Trail
Every booking confirmation, invoice delivery with PDF, and Square payment receipt
| Timestamp | Recipient | Template Type | Subject | Status | Resend ID | Preview |
|---|---|---|---|---|---|---|
| Loading email logs... | ||||||
Dispatch & Service Calendar
Click a day to book a job — click a job chip for details, rescheduling, or status changes
Unscheduled / Flexible Requests
Leads awaiting a dispatch date — click a row to assign a slot
Product & Service Catalog
Manage invoice line items, update prices (every change is history-logged), and archive discontinued items
| Product / Service | Category | Price | Price Changes | Updated | Status | Actions |
|---|---|---|---|---|---|---|
| Loading products... | ||||||
Square Billing & Payment Transactions
Live payment reconciliation, card processing, checkout links, and cash received
Square Integration Active
Supports Hosted Checkout Links, Web Payments SDK (Apple Pay, Google Pay, Cards, ACH), and Webhook Reconciliation.
| Payment ID | Invoice # | Customer | Amount | Method | Status | Timestamp |
|---|---|---|---|---|---|---|
| Loading payment transactions... | ||||||