Your Overview

Your Overview is the first page you see when you sign in. It puts your day, your numbers and what needs you on one page. Let's go through it from the top.

Quick buttons

Across the top are three quick buttons. Receive an order, by typing the order number or taking a photo of the packing slip. Add an expense, with a photo of the receipt. And Add project photos, straight to the right job.

ECHO proposes

ECHO proposes looks at your open deals and suggests the next step for each one, the most pressing first. A client who wrote back and didn't get an answer. A proposal that's gone quiet. An estimate with no quote yet. Click Ask ECHO, and it reads every open deal's emails, texts and calls for sharper suggestions. Open the deal to act, or click Later.

Today and this week

Today lists your appointments, and the to-dos that are due or overdue. This week lays out your calendar by day, with appointments and route stops. Use the arrows to look at the week before or after.

My numbers

My numbers shows how sales are going. Pick a period, from this month to all time, and choose Me or Team. You'll see estimates held, quotes saved, deals signed, your open pipeline, your average signed job and your closing rate, each one compared with the period before.

To-do

The to-do card keeps your list. Type a to-do, give it a due date, and click Add. Start it, mark it done, or open the deal it belongs to. Switch to Team to see everyone's list.

Needs attention

Needs attention flags anything that's waited too long, and how long it's been. Recent estimates shows your latest estimates, whether a quote went out, and the deal's stage. And Recently visited takes you back to the pages you just had open.

My hours

If you're on payroll, My hours shows whether you're clocked in and your hours this week, with links to your time sheet and to request time off.

Chat and charts

Team chat sits right on the page, so you can answer without leaving. And My performance charts what you quoted against what you signed, month by month, along with your pipeline by stage, your sales funnel, and how old your open deals are.

Overviews by role

Not everyone needs the same Overview. In Settings, under Departments, give each department its own: Front desk, for new leads and missed calls. Project manager, for jobs that are late or stuck. Purchasing, for what needs ordering. Or Driver, for pick-ups and deliveries. Owners can preview each one from the Overview menu.

Check your Overview each morning. Next up: ECHO, your AI assistant.