For income that doesn't come through an invoice (cash sales, misc. income). Invoice payments are tracked automatically from Billing — no need to duplicate them here.
Connect Stripe, Square, or another payment gateway to accept online invoice payments and pull in-person POS sales straight into Financials. API keys and OAuth tokens are encrypted before they're ever stored -- see the Connected Accounts list below for status, and the Webhook Activity panel for any delivery errors from a connected provider.
Recent transaction updates and delivery errors from every connected provider, newest first.
Ask a plain-English question about what's going on right now -- overdue invoices, flagged tickets, technician workload, customers overdue for service. Answers are generated from your live data, not guessed.
Search using the bar above. Picking an item while logging time/material on a ticket, or adding a line item to a draft invoice, fills in its name and price automatically -- still editable before you save.
Every ticket tagged "Warranty Return", with the parts logged against it. Search using the bar above. A ticket can't be closed until every item below reaches "Completed/Credit Received" -- add items from inside the ticket itself; edit any field or update its status right here.
Every change tracked across the app -- ticket edits, status changes, assignments, settings updates, and more. The Activity Feed below defaults to the last 48 hours for speed; widen the date range or search to look further back. Rows older than your Settings > Audit Log Retention window are archived off this tab automatically, not deleted outright. The analytics above (Most Tickets Worked/Closed/Updated + Important Events) cover a wider rolling window on their own, independent of the feed's filters -- use the Quick Filters or the Ticket Status Changes toggle to jump straight to things like "who closed a ticket."
Every scheduled ticket, any category or status, mapped onto the day it's scheduled for. Click a day to open that day's Dispatch board; click a job to open its ticket.
Every ticket whose Category is set to "Installation" maps automatically onto the day it's scheduled for. Click any job to open its ticket.
Installation-category tickets with no Scheduled Time set yet -- add one from the ticket to place it on the calendar above.
Conversations from the chat widget on your website (site/embed/chat-widget.js --
see Settings for the embed snippet). Replying here answers the visitor directly; use
"Convert to Ticket" or "Generate Invoice" once a conversation turns into real work.
Leads from your website's contact/quote form. Every submission lands here first -- click any row to read the whole submission, then "Convert to Ticket" (pre-filled from the submission, review and adjust before saving), "Mark Processed" when you've handled it another way (called back, answered by email), or "Ignore" if it isn't a real lead. Only New ones count toward the badge. Settings > Notifications & Logging has a toggle to convert these automatically instead.
| Date/Time | Name | Phone | Submission Details | Status | Linked Ticket | ||
|---|---|---|---|---|---|---|---|
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One shared channel for your whole team -- every logged-in individual account sees every message here. Requires an individual account (Settings > Manage Users) to send or read.
On-call schedule and integration keys are managed via the Google Sheet's Script Properties.