Friday, 8 May

Dashboard

Welcome back, Jody. Here is what needs attention today.
JW
All automations running.

Missed-call text-back, lead follow-up, and review requests are active for JMT Wood Build.

New leads this week 7

+3 from last week

Jobs in progress 4

2 quoted · 2 active

Outstanding invoices £3,400

2 invoices unpaid

Google reviews 12

4.9 average rating

Recent leads

New website enquiries and call-back requests.

Name Request Source Date Status Action

Job pipeline

Track every active job from first enquiry to completed work.

Owner view
Enquiry3 jobs
Quoted2 jobs
In Progress4 jobs
Completed8 jobs

Follow-up queue

Scheduled messages.

David MitchellCall reminder due today
Mark RobertsQuote follow-up tomorrow
Dan H.Review request sent

Invoices

Payment visibility.

Kitchen Fit · Rachel P.£2,100 due
Garden Room · Mark R.£1,300 overdue
Decking Build · Andy W.Paid

Automations

Current status.

Missed-call text-back active Lead follow-up active Review requests active
Action complete