See what needs attention today: contracts, visits, calls, money owed and renewals on one screen.
1
Open Dashboard. Seven cards show what needs attention today: contracts active, contracts expiring this month, visits due this week, overdue visits, open calls, the outstanding invoice balance and your renewal rate over the last 12 months.
2
Use the lists under the cards.Overdue visits, Visits due this week and Expiring in 30 days show the records behind the numbers. New contract and Log a call at the top right open the two most common forms.
