Dashboard Overview
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Pending Services
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Verified
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Awaiting Review
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Overdue Services
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Total Customers
Recent Activity
Service Management
Service Site Management
Service Types Management
Tasks Management
User Management
Settings
Company Logo
Upload your company logo to replace the text logo in the navigation bar.
For best results, use a transparent PNG with your logo. Recommended size: 200x50 pixels.
Email Settings (SMTP2GO)
Configure SMTP2GO API settings for notifications and reports.
Get your API key from SMTP2GO Settings
This will be the sender address for all emails
Monthly Service Reports
Automatically email each active customer their pending services for the upcoming month.
When enabled, all active customers with pending services will automatically receive their monthly service schedule at 8:00 AM on the 1st of each month. Requires email settings to be configured above.
Reports
Overdue Services Report
Generate PDF reports for overdue services (pending services from previous months)
Recurring Services Health
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Overdue Services
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Blocked from Generating
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Healthy