Lead Invoice FlowExit demo βœ•

πŸ‘† Tap the tabs and buttons below to explore. Tap πŸ’‘ for how-to tips.

Good morning, Alex πŸ‘‹

Tuesday, May 6

Total Invoiced

$18,400

Deposits In

$3,200

Open Leads

7

Upcoming Events

4

Your dashboard shows money at a glance β€” total invoiced, deposits collected, open leads, and upcoming jobs. These numbers update automatically as you send invoices and book work.

Quick Actions

Quick Actions start anything in one tap. Try tapping β€œInvoice” to see how you build and send one. New Job jumps to bookings, Add Lead opens your CRM.

Today's Follow-ups

2

Sarah Miller

πŸ“ž Wedding shoot Β· 10:00 AM

Call

Jordan Lee

πŸ“ž Corporate event Β· 2:30 PM

Call
Follow-ups surface who to contact today. Tap β€œCall” to dial straight from your phone β€” great for chasing leads and confirming upcoming jobs so nothing slips through.