RRidgeline Lawn & Landscape
Demo · fictional company · sample data

Wednesday, October 28

Good afternoon.
Your whole business, one view.

4 crews out, 9 jobs on the books, and 5 things that need you today.

  • 3 done
  • 2 on site
  • 4 still to go

Connected sources · synced 0 min ago

  • Booking formSample
  • Google CalendarLive
  • Job cost sheetSample
  • StripeSample

Revenue, last 7 days

$10,700

Up 1% from the 7 days before

From Stripe

Gross margin, last 7 days

39%

6-period average 39%

From Stripe + job cost sheet

Open quotes

$14,850

7 quotes waiting on a yes

From booking form

Unpaid invoices

$4,920

4 open · 2 past 30 days

From Stripe

Needs you today

5

From Stripe, Google Calendar, booking form + job cost sheet

  • Hollis Property Mgmt invoice is 41 days late

    $1,850 unpaid. Send a reminder or call.

  • Pine St. HOA is running late

    Mulch front beds · Crew B started behind schedule.

  • Delgado quote expires in 2 days

    Patio + drainage, $3,200. Follow up before it lapses.

  • Oak Hill Church fall cleanup is 30% over

    Estimated $1,200, spent $1,560 so far.

  • 3 new booking requests overnight

    Not scheduled or quoted yet.

Today on the ground

From Google Calendar

  • 6:30

    Grant · Weekly mow

    Crew D · Sam, Ana

    Done
  • 7:00

    Lakeview Dental · Grounds walk-through

    Crew C · Ray, Dev

    Done
  • 7:30

    Whitfield · Weekly mow + edge

    Crew A · Marcus, Lee

    Done
  • 8:00

    Pine St. HOA · Mulch front beds

    Crew B · Tasha, Jo

    Running late
  • 9:30

    Carver · Leaf cleanup

    Crew A · Marcus, Lee

    On site
  • 10:00

    Oak Hill Church · Fall cleanup

    Crew C · Ray, Dev

    On site
  • 1:00

    Delgado · Patio estimate visit

    Owner

    Up next
  • 2:30

    Brennan · Shrub trim + haul

    Crew D · Sam, Ana

    Up next
  • 3:30

    Moreno · Sod prep

    Crew A · Marcus, Lee

    Scheduled

What you made vs. what it cost

Six 7-day periods ending today · From Stripe + job cost sheet

  • Revenue
  • Job cost
  • Gross margin
  • Best period Oct 8–14 · $11.2k
  • Sep 17–2337% margin
  • Sep 24–3038% margin
  • Oct 1–740% margin
  • Oct 8–1441% margin
  • Oct 15–2138% margin
  • Last 7 days39% margin

Waiting on a yes

From booking form

  • Lakeview Dental

    Annual grounds contract · sent 6d ago

    $6,400
  • Delgado

    Patio + drainage · sent 12d ago

    $3,200
  • Moreno

    Sod back yard · sent 4d ago

    $2,150
  • Price

    Retaining wall repair · sent 2d ago

    $1,900
  • Nguyen

    Aeration + overseed · sent 5d ago

    $450
  • Albright

    Hedge shaping · sent 8d ago

    $400
  • Castillo

    Gutter cleanout · sent 3d ago

    $350

Money still out

From Stripe

  • Hollis Property Mgmt

    $1,850
    41d past due
  • Grant

    $640
    33d past due
  • Lakeview Dental

    $1,780
    18d past due
  • Carver

    $650
    6d past due