Dashboards

Get a comprehensive breakdown for your business!

Gain actionable insights into your field workforce’s performance, sales pipeline, customer relationships, task management, and compliance status. This empowers you to make informed decisions and propel operational excellence.

Overall Tasking Auditing Quotes CRM

Track, analyze and improve key metrics in real-time

Performance Dashboard

Unlock insights into vital performance indicators like job completion rates, response times, and customer satisfaction scores. Monitor your field workforce’s productivity and efficiency live, empowering proactive decision-making. Compare performance metrics across teams or individuals to pinpoint areas for enhancement and drive continuous improvement.

Convert leads into revenue with data-driven insights

Quotes Dashboard

Track the entire lifecycle of quotes, from creation to acceptance, empowering your sales and quoting teams to stay on top of every opportunity. Gain valuable insights into quote generation, conversion rates, and revenue performance to drive strategic decision-making. Analyze the effectiveness of your quoting process and uncover opportunities to optimize pricing strategies and enhance sales performance.

Maximize relationships and drive growth

CRM Dashboard

Gain a comprehensive view of customer relationships, including contact details, communication history, and potential sales opportunities. Empower sales and customer service teams to track client interactions, nurture leads, and efficiently manage accounts. Leverage insights into customer preferences and behaviors to customize service offerings and enhance overall satisfaction.

Stay on top of tasks and boost efficiency

Tasks Dashboard

Empower field managers to assign tasks, monitor progress, and allocate resources efficiently. Gain visibility into ongoing tasks, appointments, maintenance activities, and service requests for proactive management. Optimize scheduling and resource allocation to ensure timely task completion and enhance operational efficiency.

Ensure compliance excellence

Audit and Compliance Dashboard

Access a summary of audit findings, compliance status, and corrective actions for comprehensive oversight. Track regulatory requirements and ensure adherence to industry standards with ease. Gain insights into areas of non-compliance or potential risks to implement proactive mitigation strategies effectively.

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Client dashboards

Provide clients with secure access to a dedicated portal within the auditing software, where they can view audit reports, track performance metrics, and communicate with your team. This feature enhances transparency, fosters collaboration, and strengthens client relationships by keeping them informed and engaged in the auditing process.