Workspace / Overview
INTERACTIVE DEMO · SAMPLE WORKSPACE
CP
The paperwork behind the work

Run the business. Not the paperwork.

One clear view of customers, active work, compliance deadlines, and money still to collect.

Active jobs ▦
8
Across 5 customers
Outstanding invoices $
$18,450
4 invoices awaiting payment
Compliance items due ✓
3
Within the next 30 days
Expenses this month ↗
$4,280
Across 6 categories

Recent jobs

Work that needs your attention

JobCustomerStatusValue
Riverside HVAC upgradeNorthline Property GroupIn progress$8,400
Unit 204 turnoverLakeview RentalsScheduled$2,150

Needs attention

Upcoming items and follow-ups

◷
Insurance certificate renewalNorthline Property Group · 12 days
$
Invoice CP-1042 is overdueLakeview Rentals · $3,250
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