● Live demo — sample data only. Every workspace is configured to one company’s services, pricing, and approval rules.

Dashboard

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Customers
148
in CRM
Active Orders
63
this month
Revenue (YTD)
$512K
63 orders
Inventory
$189K
at value
Open Estimates
27
awaiting approval
Lifetime
$3.6M
1,540 orders

Top Customers (YTD)

Maple Valley Supply
Waterville
$22,400
9 orders
Riverside Contractors
Portland
$18,950
6 orders
North Star Fabrication
Bangor
$16,100
11 orders
Coastal Service Co.
Bar Harbor
$13,750
5 orders
Summit Trade Group
Augusta
$11,200
7 orders

Needs Follow-up — Quietest Active Customers

Birchwood Millworks
18 days ago
Harbor Point Electric
24 days ago
Granite State Plumbing
31 days ago
Evergreen Landscaping
39 days ago
Lakeside Cabinetry
52 days ago

Unpaid Accounts

Riverside Contractors
Invoice #2071 · net 30
$3,150
Summit Trade Group
Invoice #2088 · net 15
$2,400
Harbor Point Electric
Invoice #2092 · net 30
$1,680

Quick Actions (sample)

Northwind Trade Co. (sample) · Powered by Sovun Assistant · demo · nothing is sent, purchased, or scheduled without owner approval
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