Revenue vs Profit (6 months)
Performance Score
Active Projects
Outstanding Payments
Alerts
Cash Flow Forecast (Next 30 Days)
| REF | Client | Title | Amount | Status | Valid Until | Actions |
|---|
| # | Client | Project | Status | Budget | Paid | Balance | Install Date | Actions |
|---|
| Project | Client | Installer | Vehicle | Scheduled | Status | Actions |
|---|
Generate Document
Recent Documents
| Project | Client | Budget | Paid | Balance | Status | Actions |
|---|
| Date | Description | Category | Project | Amount | Actions |
|---|
| Material | Category | Stock | Unit | Unit Cost | Value | Reorder At | Status | Actions |
|---|
Report Actions
Expense Breakdown
Revenue by Status
Full Project Breakdown
| # | Name | Username | Role | Phone | Actions |
|---|
Company Settings
Email / SMTP Configuration
⚡ Use Gmail SMTP: host smtp.gmail.com, port 587, security TLS. Username = your Gmail address. Password = 16-char App Password (Google Account → Security → 2-Step → App passwords). Do not use your regular Gmail password.
Data Management
Live Data Snapshot