Dashboard

CV
Windows Installed (MTD)
184
Across 22 homes
Pending Measurements
8
Awaiting site visit
Full-Home Projects
3
Active this week
Avg Project Size
9 windows
Per home
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Recent Estimates

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ClientAmountStatus

Today's Schedule

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0 selected

All Estimates

#ClientServiceAmountDateStatus
This Week
0 selected

Scheduled Jobs

DateTimeJobAddressAssignedStatus

Team Members

NameRoleEmailPhoneStatus
Employee OneLead Window Installeremp1@clearviewwindows.com(205) 555-0001Active
Employee TwoWindow Installeremp2@clearviewwindows.com(205) 555-0002Active
Employee ThreeWindow Installeremp3@clearviewwindows.com(205) 555-0003Active
Employee FourInstall Assistantemp4@clearviewwindows.com(205) 555-0004Active
SKUs Tracked
6
Active items
Reorder Needed
0
Below threshold
Est. Inventory Value
$24.8k
On hand

Materials & Equipment

ItemUnitOn HandReorder LevelUnit CostStatus
Double-Hung Window 36x54Units126$385In Stock
Picture Window 48x48Units42$520In Stock
Casement Window 30x48Units63$440In Stock
Shim BundleBundles2815$12In Stock
Window CaulkTubes6030$9In Stock
Fiberglass InsulationRolls148$48In Stock
Pipeline Value
—
Sent + Accepted estimates
Jobs Scheduled
—
All time
Avg Ticket Size
—
Across all estimates

Pipeline by Status

Live from your estimates
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Crew Schedule Load

Live from scheduled jobs
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Recent Activity

0 customers
CustomerAddressEstimatesJobsTotal QuotedLast Activity

Business Information

Hours of Operation

Mon–Fri
Saturday
Sunday

Notifications & Defaults

Danger Zone

Reset wipes the local demo state — estimates, scheduled jobs, photos, all of it. Cannot be undone.

Step 1 of 5