Dashboard
Home: what needs you today
Home shows the money still open and a short list of what to do, most important first, each with a one-tap button.
2 min read · 2 steps
Step 1
Money at a glance
Three cards: what clients owe you (and how much is overdue), what's waiting on quotes, and what you received this month. Tap a card to see the documents behind it.
- 1“To collect”: unpaid invoices
- 2“Waiting on quotes”: quotes sent but not accepted
- 3“Received this month”: payments recorded
Step 2
Do what's on Today
The Today list puts what matters first: payments to confirm, change requests, overdue invoices, quotes about to expire, drafts not sent. Each line has its button.
- 1“Remind” sends a WhatsApp reminder
- 2“Follow up” nudges a client about a quote
- 3“Send” opens a draft to send it
Tip: Below, “What clients did” shows who opened, accepted or paid, newest first.
Common questions
Is Home updated straight away?
Yes, after anything you do. What clients do on their links shows within half a minute.