Dashboard
Overview

Today's snapshot

0Total clients
0Pending bookings
0Invoices generated
β‚Ή0Revenue collected (paid)
0Renewals due within 30 days

Bookings by service (all time)

Upcoming renewals

Recent bookings & enquiries

DateTypeNameServiceStatus

Recent invoices

Invoice #ClientAmount
Client CRM

All clients

Clients are added automatically from bookings/enquiries, or added manually here.

NamePhoneEmailAddressBookingsInvoicedActions
Pipeline

Bookings & enquiries

Log a call-in request, or manage ones already received.

DateTypeNamePhoneServicePlanStatusActions
Contract tracking

Upcoming & overdue renewals

Auto-calculated from invoice date + plan duration (quarterly/half-yearly/full-year). One-time services don't renew.

ClientPhoneServicePlanDue dateStatusActions
Fully editable

Services & price list

Edit icon, name and price for each plan duration directly in the table. Changes save automatically.

IconService nameOne-time (β‚Ή)Quarterly (β‚Ή)Half-Yearly (β‚Ή)Full Year (β‚Ή)Actions
Billing

Create & send invoice

Pick an existing client or type new details β€” price fills in from the price list and can be overridden.

Invoice history

Invoice #DateClientAmountStatusActions
PestShield

Invoice#PS-0000β€”
Billed to
Client name will appear here
Status
Unpaid
ServicePlanAmount
β€”β€”β‚Ή0
Totalβ‚Ή0
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Send via WhatsApp Send via Email

WhatsApp/Email open with the invoice summary pre-filled β€” attach the downloaded PDF manually, since free WhatsApp/mail links can't attach files automatically.

Configuration

Company & app settings

Everything here is editable and drives the header, invoices and WhatsApp/email links across the app.

Company logo

🏒

Backup & restore

All data (clients, bookings, invoices, pricing, settings) lives only in this browser. Export a backup regularly so nothing is lost if the browser cache is cleared.

Danger zone

Clears clients, bookings, invoices and pricing saved in this browser. Settings and logo are kept.