Today, and the money still to come
The first screen is the firm’s day: who is clocked in, open enquiries, and the money cards.
The owner, at the start of the day.
Which plan: Every plan has Today. The money cards (outstanding, overdue, deposits waiting, quotes awaiting reply, and paid this month) are on Solo and above.
- Outstanding, overdue, deposits waiting, quotes awaiting reply, and paid this month. Each card opens the matching invoices.
- Who is clocked in, and whether they are outside the job fence.
- Open enquiries from the receptionist, with the urgency.
- Receipts this month, and the margin on open jobs.
