Dashboard
Good morning, Dave — here's your business at a glance.
🔨
Active jobs
5
2 finishing this week
💷
Money in (30d)
£42,300
▲ 18% vs last month
⏳
Awaiting payment
£9,850
3 invoices overdue
📥
New leads (7d)
7
avg reply: 2 min
Active jobs
| Job | Client | Stage | Value |
|---|
Needs your attention
🔴
Invoice #1042 overdue
J. Patel · £3,200 · 9 days late
J. Patel · £3,200 · 9 days late
📞
2 missed calls auto-replied
BuilderFlow sent quote links via WhatsApp
BuilderFlow sent quote links via WhatsApp
⚡
Quote ready to send
Loft conversion · M. Khan
Loft conversion · M. Khan
Pipeline snapshot
Pipeline
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Loft conversion, 28 m², 1 window, plastering
Bathroom refit, 6 m², new plumbing, tiling
Garden wall, 12 m², 3 days labour
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Inbox / WhatsApp
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—
Payments
Who's paid, who hasn't — synced from Stripe.
✅
Paid (30d)
£42,300
⏳
Outstanding
£9,850
🔴
Overdue
£3,200
Invoices
| Invoice | Client | Job | Amount | Status |
|---|
Client Portal what your client sees
Each client gets a private link — no more “any update?” calls.
Oakwood Builders Ltd
Your project portal
Kitchen Extension
Sarah Jones · #J-209
Progress
Latest updates
65% complete · estimated finish: 3 July
Next step
Plastering — Mon 23 Jun
Balance due
£4,800 on completion
✅ Foundations & slab poured · 12 Jun
✅ Walls up, windows fitted · 18 Jun
⏳ Plastering — scheduled
Clients are notified automatically at each step — booked, started, milestone, finished.