40% Completed jobs (2)
0% Signed / in delivery (0)
60% Active requests (3)

Recent Activity

New Request Maya Lopez · J-1001 Nov 13, 2026
Scheduled James Carter · J-1002 Nov 13, 2026
In Progress Amina Yusuf · J-1003 Nov 13, 2026
Completed Daniel Kim · J-1004 Nov 13, 2026
Demo — Other service business Dashboard Overview
Demo — Other service business ERP

Dashboard

Business Overview

Welcome back, Demo! Here’s what’s happening in your business.

$Total Revenue$6,250▲ 100% vs prior▣Active Jobs35 new this week⚙Assets0Equipment & property
Open jobs3Not finished yetJobs this week3Scheduled in the next 7 daysUnpaid invoices$00 invoicesEstimates waiting0Sent, not yet accepted

Getting started

3 of 5 done
  1. Add your services and prices (done)
  2. Add your first customer (done)
  3. Book your first job (done)
  4. Send your first invoice
  5. Upload your logo

Weather

Salt Lake City, UT
45°FCloudy
Feels like 37° · Wind 8 mph · Humidity 44%
4am44°0%
5am45°0%
6am45°0%
7am43°0%
8am45°0%
9am52°0%
7-day forecast
TodayCloudy65° / 43°35% rain
Sat 14Snow51° / 38°99% rain
Sun 15Cloudy53° / 41°0% rain
Mon 16Cloudy58° / 45°4% rain
Tue 17Rain49° / 36°89% rain
Wed 18Drizzle48° / 36°77% rain
Thu 19Drizzle48° / 42°65% rain
Change location

Only the town name and map coordinates are sent to Open-Meteo, a free weather service. No names, emails or customer details are sent.

Upcoming Tasks

Nothing due. New tasks will show here.

Recent Orders

Store sales and online orders will show here.

Revenue Overview

Last 12 months

$6,250
▲ 100% vs previous 12 months
$0$1K$2K$3K$4K$5KDec: $0DecJan: $0JanFeb: $0FebMar: $0MarApr: $0AprMay: $0MayJun: $0JunJul: $0JulAug: $0AugSep: $0SepOct: $1,975OctNov: $4,275Nov

Jobs by Status

Total: 5

5Total Jobs
  • Completed240%
  • New Request120%
  • Scheduled120%
  • In Progress120%

Sales by Category

Last 30 days

sales
$6,250

Income vs Expenses

This month

Income$4,275
Expenses$523
Wk 1 income $1,250Wk 1 expenses $189Wk 1Wk 2 income $3,025Wk 2 expenses $334Wk 2

Recent Activity

Quick Access

＋New Service Request☺Add Contact✉New Message▦Bookings
☺Customers & Contacts6▲ 6 this week ✎Contracts0▲ 0 signed this week $Payments (This Week)$3,025▲ 142% vs last week ▦Upcoming Appointments0Next 7 days ✉Messages (This Week)0Received
Demo — look around: everything works, but nothing is saved. Start your own

Add Job

Demo — Other service business

Request a Service

Tell us what you need. Our staff will review your request, confirm details, and send the agreement when approved.

Property & billing This goes on your service agreement. If someone else pays (a landlord, HOA or company), tell us here.
Who pays for this service?

Choose an available date & time

Modern popup scheduler. Unavailable days are gray and cannot be selected.

Selected appointmentNo date selected
Slots are shown in Mountain Time. Booking must be at least 24 hour(s) ahead and no later than 18:00.
Property Details Only the information needed for an initial estimate is required.
Estimated perimeter0 linear ft Temporary fencing will be calculated automatically.
How the Estimate Works
  • Under 1 acre: $489 base.
  • 1 acre or more: $500 per acre with a $750 minimum.
  • Additional charges: only when applicable for mileage, temporary fencing, no on-site water, difficult terrain, or heavier brush.
  • Final review: staff confirm unusual hazards or specialty work before the agreement is issued.
Estimated Total$0.00

Enter service details to see the estimate.

Required Pricing & Service Acknowledgement
You must check this box before submitting the request.
Baby Goat Rental Agreement
You must check this box before submitting the request.
Visit Agreement
You must check this box before submitting the request.
Volunteer Acknowledgement
You must check this box before submitting the request.
Partnership Inquiry Acknowledgement
You must check this box before submitting the request.

Staff Contract Preparation

Use these fields when staff calculates the quote manually and wants to create the job while downloading the paper contract.

Message Customer

The email automatically includes a secure link where the customer can attach pictures from a phone or computer.

Log Customer Reply

Modify Quote & Service Details

Change any needed item. The quote is recalculated from these edits unless you enter a final staff override.

The approved contract uses the saved revised quote. It states that at least 50% is due before animals are installed.

Edit Mileage & Additional Trips

The original quote is preserved. Additional round-trip mileage and per-trip fees are added on top.

No-Fence / Partial-Fence Calculator

This estimates perimeter fencing from acreage using a square-property assumption. Staff may adjust the rate or coverage before adding it to the job.

Add Water / Fencing Fee

This adds the fee to the quoted total, saves the change in the customer file, and updates the saved customer form status when selected.

Edit Job / Financial Correction

Administrator only. Use this to correct an old job, change its invoice/balance, record a historical payment, or allow completion with a remaining balance. Every change is audited.

Optional Historical Payment

Add Payment

Actual total is automatically calculated from all collected payments. Partial payments, deposits, delivery payments, pickup payments, and completion payments are added together.

Schedule Delivery

Schedule Pickup

Complete Job

Actual total is calculated from all money collected: deposits, delivery payments, pickup payments, and completion payments.

Staff Signature for Contract

Click Sign Contract as Staff to save this signature. It will be embedded into the contract PDF before it is sent to the customer. The customer signature box will remain available for the customer to sign.

Upload Signed PDF Contract

After upload, this job will be marked Contract Signed and the signed file will be saved in the customer file. Then delivery scheduling, pickup, payments, and completion can continue.

Post Calendar Event