The owner dashboard is the first screen you see after login. It is designed for a 60-second morning scan: open it with coffee, know what needs attention, close it, start your day.
The top row: KPIs
- MRR (month-to-date). Recurring revenue booked this calendar month. Updates in real time as visits complete.
- Visits today. Completed / total scheduled. Green when >90% on track by 4pm; amber otherwise.
- Outstanding A/R. Total unpaid invoice balance. Click to drill into the aging report.
- Commission owed. Earned but unpaid commission across all employees. Visible when you have any commission plans configured.
Today's activity
A chronological feed of what has happened in your business today: visits completed, invoices sent, payments received, new booking requests, reviews submitted. Each item links to its detail page.
Onboarding checklist
If you have not yet completed all onboarding steps (added an employee, connected Stripe, sent a test message, etc.), a checklist appears with progress bar. It disappears automatically once everything is at 100%.
The checklist is dismissible but most shops leave it up for the first month. Each item is worth ~3-5 points of retention; finishing the whole list is one of the strongest predictors of a successful first quarter.
The three things to check every morning
- Unassigned visits on the dispatcher. Any visit in the left-sidebar queue needs to get onto a tech's row before the day runs.
- New booking requests. The nav shows a badge when homeowners have submitted requests. Respond same-day — that is a huge conversion-rate lift.
- Overdue invoices crossing into the 7-day bucket. These are about to receive their second dunning reminder. Review any that should be paused or written off before the system fires.