Business Dashboard
See your KPIs at a glance — total clients, active projects, quotes sent, monthly revenue, and a real-time activity feed.
- Real-time KPIs: clients, projects, quotes, and revenue
- Revenue chart: weekly, monthly, quarterly, and yearly
- Recent activity feed and quick action shortcuts
Client Management
Store all client information in one place. Track active vs. inactive clients and add new ones in seconds.
- Add, edit, and deactivate clients with one click
- Store name, email, phone, address, and notes
- Search and filter by active/inactive status
- Automatic duplicate email detection
Machine Management
Add your equipment, track usage hours, set hourly rates, and schedule maintenance to keep machines running.
- Register type, brand, model, and hourly rate
- Track accumulated usage hours
- Upcoming maintenance alerts
- Used in automatic project quote calculations
Material Inventory
Manage your material stock, get low-stock alerts, assign materials to machines, and track total inventory value.
- Track stock quantity and price per unit
- Configurable low-stock alerts
- Assign materials to specific machines
- Total inventory value calculated automatically
Project Management
Create quotes that become projects. Track stage from Quoted to In Progress to Delivered with full payment history.
- 5 stages: Quoted → Generated → In Progress → Sent → Delivered
- Real-time amount paid vs. remaining balance
- PDF quote generation with company logo
- Project templates for repeatable work
Finance & Accounting
Monitor accounts payable and receivable, track total profit, projected profit, and visualize revenue with interactive charts.
- Accounts payable and receivable with proportional distribution
- Income, expenses, and total profit
- Projected profit and earnings summary
- Revenue overview and expense breakdown charts
Calendar & Scheduling
Schedule project deliveries, track events, and sync with Gmail to keep your workflow organized.
- Monthly view of project deliveries and events
- Sync with Google Calendar / Gmail
- Schedule delivery dates directly from projects