small business dashboard
A small business dashboard, built on your own numbers.
Quotes waiting for an answer, invoices to collect and the next appointments, on one screen you open each morning. The one below is live, on an invented business. No sign-up.
This one is running. Try it.
Rénovations Boréal is an invented renovation business. Its quotes, invoices and appointments are made up and reset every night.
Three questions, answered before your coffee.
An owner view starts with the questions you already ask every morning. Each tile is one question, with its answer and the next step.
- Quotes awaiting an answer
- Who has not answered yet, for how much, and since when, so you call the right client today
- Invoices to collect
- What is owed, by whom, and what is overdue
- Upcoming appointments
- The next five, with the client and the time, in your time zone
- Your own tiles
- The questions your business asks: jobs in progress, hours left on a contract, calls from Google
It reads the tools you already use.
A dashboard is only as good as what feeds it. We connect it to the tools you keep, so nobody types the same number twice.
- Quotes and invoices
- The quote-to-invoice software we build, or QuickBooks if it stays your books
- Bookings
- Your booking page and your Google or Outlook calendar
- Payments
- Card payments and deposits, as they land
- Google Business Profile and Search Console
- Calls, direction requests and searches, explained in plain words
- The spreadsheet you keep today
- Read as it is until it is replaced, never typed again by hand
Built in your accounts, at a fixed price.
- Where it lives
- In accounts in your name; where your data lives is written down for your project
- The price
- A fixed price for the agreed scope; half to start, half on delivery
- Changes
- A change you ask for is quoted and approved before we start it
- After delivery
- 30 days of free fixes, then hourly or a monthly plan, and a manual
Bring the three questions you ask every morning.
Thirty minutes on your evaluation: where your numbers live today and what you need to see each morning. You leave with a scope and a fixed quote; you owe nothing until you accept it.