Good morning, Tony 👋
Monday, June 16 · Here's your business at a glance
3
New Leads
5
Estimates Out
2
Unpaid Invoices
$4,850
Month Revenue
Today's Jobs
Estimate Scheduled
Carlos Rivera
Tree Removal · 8 Banyan Rd, Palmetto Bay
Job Scheduled
Sandra Kim
Stump Grinding · 40 Palmetto Ave, Kendall
Awaiting Payment
Gloria Ramos
Lot Clearing · 61 Royal Palm, Coral Gables
Urgent
Derek Thompson
Emergency Service · 5 Coral Way, Homestead
Quick Actions
Add New Lead
Log a new customer inquiry
Create Estimate
Build & send a professional quote
Create Invoice
Invoice a completed job
Leads
All active leads and job inquiries
Carlos Rivera
Tree Removal · 8 Banyan Rd, Palmetto Bay · (305) 555-0181
$1,200
Estimate Scheduled
Angela Morales
Tree Trimming · 22 Hibiscus Dr, Cutler Bay · (786) 555-0244
$525
New Lead
Derek Thompson
Emergency Service · 5 Coral Way, Homestead · (305) 555-0399
$1,800
Urgent
Jose Fernandez
Lot Clearing · 17 Oak St, Pinecrest · (305) 555-0628
$2,550
Quote Sent
Sandra Kim
Stump Grinding · 40 Palmetto Ave, Kendall · (786) 555-0512
$320
Job Scheduled
Gloria Ramos
Lot Clearing · 61 Royal Palm, Coral Gables · (786) 555-1183
$1,600
Invoiced
Carlos Rivera
Tree Removal · 8 Banyan Rd, Palmetto Bay
Current Stage: Estimate Scheduled
Customer Info
Carlos Rivera
(305) 555-0181
8 Banyan Rd, Palmetto Bay, FL
Tree Removal
$1,200
Next Actions
Sandra Kim
Stump Grinding · 40 Palmetto Ave, Kendall
Current Stage: Job Scheduled
Customer Info
Sandra Kim
(786) 555-0512
40 Palmetto Ave, Kendall, FL
Stump Grinding
$320
Next Actions
Add New Lead
Enter the customer's information below
Customer Information
Create Estimate
Build and send a professional estimate to your customer
Customer & Estimate Info
Line Items
DescriptionQtyPrice
Notes
Payment Info
Schedule Job
Set the job date, time, and crew notes
Job Details
Create Invoice
Generate and send an invoice to your customer
Bill To
Services Rendered
DescriptionQtyPrice
Payment Method
💸 Zelle
786-222-9103
✉️ Check
Payable to Treeman Tony
💵 Cash
Accepted on site
💳 Card
Via payment link
Lead Saved!
The new lead has been added to your pipeline. You'll be notified when they're ready to move forward.
Estimate Sent!
Carlos Rivera will receive a professional estimate by email. You'll be notified when he approves — then you can schedule the job.
Job Scheduled!
The job has been confirmed and Carlos Rivera has been notified. When the job is complete, generate the invoice.
Job Complete!
Sandra Kim's stump grinding job has been marked complete. Time to send the invoice and collect payment.
Invoice Sent!
Brenda Castillo has received her invoice for $950. You'll be notified when payment comes in.
Payment Received!
$950 from Brenda Castillo has been recorded. The job is complete and archived. Your month revenue has been updated.