Command Center
Needs attention today
Overdue follow-ups
Repairs and custom orders awaiting action
Waiting on
Sales opportunities
Team workload
Since your last visit
Recently completed
Team & activity
Team roles
Activity history
Backup & data health
Download a complete copy of every record before any upgrade, and check the data for problems. This only reads. It never changes or deletes anything.
Customers
Built automatically from custom jobs, leads, repairs, appraisals and sourcing. Records with the same name are grouped as one customer.
Each stage has a time limit: Submitted 2 days, Rendering 7, Approval 3, Production 14, Needs appraisal 3, Ready for pickup 7, Tennis ordered 14, Studs ordered 14. The count starts the day a job moves into a stage.
Leads marked “Needs sourcing” show up here automatically. Use “Assign / edit” to give one to an employee.
Share marketing ideas with the team. Anyone can add an idea, join one, invite others by their initials, and add thoughts.
Plan a campaign, invite the team, then link posts to it under Posts & tasks.
Web work needed
Business meetings
Lunch list
Dinner list
Events coming up
Weddings
Charity to-do list
Tennis club schedule
Tennis club website work
Clothing line
Hat orders
Hats to order so there’s always something on hand to give clients.
Clothing orders
Shirts, polos, hoodies and more to order for clients.
IG reel series
Office-style mockumentary reels. Plan each bit, who’s in it, the talking-head lines, and the shoot date.