360 HUB
LEAD PIPELINE
Track every inquiry from first contact to closed job
New 0
Contacted 0
Visit Scheduled 0
Won ✓ 0
Lost 0
📡 Today at a glance
⚠ What needs attention
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Jobs Today
—
on the calendar
This Week
—
jobs scheduled
New Leads
—
to work
Open Estimates
—
draft or sent
📅 Today & upcoming
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📸 Latest from the field
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🔔
Needs you
Work that's stuck until the office does something.
Awaiting Signature
—
Overdue To-dos
—
due today or late
Overdue Invoices
—
Draft Estimates
—
not sent yet
✅ To-dos needing attention
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✍️ Estimates sent, not signed
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⚠ Overdue invoices
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Receivables
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Overdue
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Billed — 6 mo
—
issued invoices
Collected — 6 mo
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payments received
🎛 Command Centre
Everywhere outside this app that you work, post or manage the business.
🔔 due a visit
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Add destination
⚙ Settings
Company details, defaults and numbering. Everything the app prints, emails or pre-fills comes from here.
🏢 Company identity
The name and logo on every estimate, invoice and email.
📍 Contact & service area
How customers reach you, and where you work.
✍️ Estimate terms
The default terms every new estimate starts with.
💳 Invoicing & payment
Default terms, and how customers pay you.
# Document numbering
Prefix and next number for estimates, invoices and jobs.
✒ Signatures & hours
Added to emails and texts. Your working hours.
🌐 Website
The blocks that make up your public site, in the order they appear down the page.
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Edit block
Add review
New estimate
— or add a new one —
📨 Requests inbox
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| Request | Client | Division | Urgency | Status | Preferred | Received |
|---|
Add to
Request
What they asked for
Client
Property
Preferred date
Phone
Internal triage notes
Triage
Status
Urgency
Schedule a site visit
Log a request
— or add a new one —
CUSTOMERS
All clients and contacts
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ESTIMATES
Build, send, and track proposals
| # | Customer | Title | Total | Status | Date | |
|---|---|---|---|---|---|---|
No estimates yet | ||||||
INVOICES
Track payments and balances
| # | Customer | Total | Balance | Status | Due |
|---|---|---|---|---|---|
No invoices yet | |||||
📋 New Estimate
💳 New Invoice
🔧 New Job
📬 New Request
🏠 Add Property
Contact Info
Source—
Preferred Contact—
Customer Since—
Status—
Properties
No properties on file
Notes
No notes
Estimates
No estimates yet
Invoices
No invoices yet
Jobs
No jobs yet
Photos & Files
No files yet
SCHEDULE
Jobs, estimates, tasks across the crew
Tree Work
Landscape
Excavation
Estimate/Bid
Blocked
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
JOBS
Active and scheduled work
| # | Customer | Title | Scheduled | Crew | Status | |
|---|---|---|---|---|---|---|
No jobs yetCreate your first job | ||||||