Example screens
What it could look like for you.
Five made-up businesses, with realistic data. Yours wouldn’t look like any of them. It would look like your business.
- 01ConstructionJob tracker
- 02Field serviceDispatch board
- 03Wholesale and distributionOrders and inventory
- 04ManufacturingCustomer portal
- 05Any businessOwner’s dashboard
01Construction
Job tracker
Made-up business, made-up data. Click around: it works.
The problem
Budgets live in one spreadsheet, change orders in email, and job photos on whoever’s phone took them.
What it does
Every job in one place: phases, budget against actual, change orders and photos, filed under the customer.
Ridgeline
- Jobs
- Schedule
- Customers
- Change orders
- Reports
Active jobs
J-2417
Okafor kitchen remodel
Ada Okafor · 14 Linden Ct
Phase
- Site prep
- Structure
- Systems
- Finishes
- Closeout
Systems
Budget against spent
$15,870 left
Change orders
- CO-1 Move the island 18 inches east+$640Approved
- CO-2 Quartz counters instead of laminate+$3,180Waiting on customer
Photos
Demo done, east wall
Mar 3 · Dev P.
Plumbing rough-in
Mar 7 · Sam R.
Island layout marked
Mar 8 · Dev P.
02Field service
Dispatch board
Made-up business, made-up data. Click around: it works.
The problem
The schedule is a whiteboard, and only the person standing in front of it knows who’s where.
What it does
Today’s jobs and technicians on one board. Move a job and the technician sees it.
Northside Heating & Air / Dispatch
Tuesday, March 11
Marcus WebbInstalls
Ferreira
Heat pump install
8:00–1:00 On site
Priya NatarajanService
Okafor
Furnace tune-up
8:00–9:00 Done
Brennan Family Dental
No heat, rooms 2 and 3
9:30–11:00 On site
Castillo
Water heater pilot
12:00–1:00 Scheduled
Sato
Duct cleaning
1:30–3:30 Scheduled
Tom KowalskiService
Lindqvist
Furnace check
8:30–9:30 Done
Harbor Supply Co.
Warehouse heater
10:00–11:30 On the way
Duarte
AC tune-up
12:30–2:00 Scheduled
Jen AlvarezCommercial
Westgate Mall
Rooftop units, east wing
8:00–11:30 On site
Grace Lutheran Church
Boiler inspection
1:00–3:00 Scheduled
Waiting for a technician
Mendez
AC not cooling
1:30–3:00
Patel
Thermostat install
3:00–4:00
Westgate Mall
Food court exhaust fan
3:30–5:00
03Wholesale and distribution
Orders and inventory
Made-up business, made-up data. Click around: it works.
The problem
Orders get typed in twice, and the stock count is right only on the day someone counts.
What it does
Orders go in once. Stock updates as they ship, and low items flag themselves.
Harbor Supply
- Orders
- Inventory
- Customers
- Purchasing
Orders
| Order | Customer | Items | Total | Status |
|---|---|---|---|---|
| 10485Grace Lutheran Church | Grace Lutheran Church | 4 | $45.00 | New |
| 10484Sato Property Management | Sato Property Management | 16 | $156.50 | New |
| 10483Westgate Mall | Westgate Mall | 30 | $918.00 | Picking |
| 10482Ridgeline Builders | Ridgeline Builders | 160 | $268.40 | Picking |
| 10481Brennan Family Dental | Brennan Family Dental | 30 | $493.00 | Shipped |
| 10479Northside Heating & Air | Northside Heating & Air | 60 | $37.20 | Shipped |
Stock
¾" PVC pipe, 10 ft
PVC-075310 on hand, reorder at 150
¾" PVC elbow, 90°
ELB-075900 on hand, reorder at 400
Nitrile gloves, medium, box
GLV-NM64 on hand, reorder at 50
C-fold towels, case
TWL-CF41 on hand, reorder at 40
55-gallon liners, caseLow
LNR-5518 on hand, reorder at 20
All-purpose cleaner, gallon
CLN-AP38 on hand, reorder at 24
04Manufacturing
Customer portal
Made-up business, made-up data. Click around: it works.
The problem
Customers call to ask where their order is, and someone stops work to look it up.
What it does
Customers sign in and see their own orders, invoices and status, without calling.
Kessler PrecisionCustomer portal
- Orders
- Invoices
- Drawings
- Account
Signed in as Bayline Marine
Good morning, Bayline Marine.
- In production
- 2 orders
- Shipped
- 1 order
- Balance due
- $6,842.50
Your orders
- Order receiveddone, Feb 24
- In productiondone, Feb 27
- Quality checknow, Mar 10
- Shipped
- Delivered
- Order receiveddone, Mar 2
- In productionnow, Mar 5
- Quality check
- Shipped
- Delivered
- Order receiveddone, Feb 10
- In productiondone, Feb 13
- Quality checkdone, Mar 4
- Shippednow, Mar 9
- Delivered
Tracking: Freight, PRO 0729-4415
Invoices
| Invoice | Date | Amount | Status |
|---|---|---|---|
| INV-2291 | Mar 6 | $4,310.00 | Due Mar 20 |
| INV-2284 | Feb 27 | $2,532.50 | Due in 2 days |
| INV-2270 | Feb 12 | $8,900.00 | Paid |
05Any business
Owner’s dashboard
Made-up business, made-up data. Click around: it works.
The problem
Getting this month’s numbers means asking three people and waiting for a spreadsheet.
What it does
The numbers you check every week, on one screen, from data already in the system.
How the business is doing
Revenue
$184,200
Up 7.2% vs. last month
Gross margin
38.4%
Up 1.5 points
Rentals out
412
Up 3.5% vs. last month
Overdue invoices
$12,850
Down 29.8% vs. last month
Revenue by week
Revenue by line of business
Needs a look
- Invoice 3318, Cole Landscaping41 days overdue, $6,200
- Skid steer #4Service due in 12 hours of use
- Mini excavatorsOut 9 days of the last 10. Worth buying another?
Tell us what’s slowing you down.
Describe it in your own words. We read every one and reply within 1–2 business days.