●  UNIFIED DASHBOARDS

Your whole company, on one screen.

Financials, bookings, shipments, team attendance, meetings, conversations — pulled live from the tools you already pay for. Explore eight examples below, each with its own look, because your dashboard should look like your business.

⬢ APEX BUILDERS — JOB SITE COMMANDLIVE
Active jobs
0
▲ 3 starting this month
Bids pending
$0K
▲ 6 chased by AI today
Crews on site
0
▲ checked in by 7 AM
Invoices overdue
0
⚠ reminders sent
Job progress
Maple Ave — kitchen remodel72%
Harbor Plaza — build-out45%
Oak St — roofing88%
Permits & inspections
TUEElectrical— Maple AvePASSED
FRIFraming— Harbor PlazaSCHEDULED
Crew check-ins
MTWTFSS Crew A Crew B Roofing
Wired toQuickBooksProcoreBuilderTrendGoogle CalendarGusto
✚ HARBOR FAMILY CLINIC — FRONT DESKLIVE
MONTUEWEDTHUFRISAT
Today's appointments
1:00M. Torres— Annual physicalCHECKED IN
1:30J. Chen— Follow-upCONFIRMED
2:15A. Patel— Lab reviewCONFIRMED
3:00New patient— booked by AI 4 min agoNEW
3:45R. Gomez— VaccinationPENDING
4:30L. Brooks— New patient intakeCONFIRMED
Patients today
0
Booked by AI
0
Average wait
0m
No-shows
0
Front desk workload
0%
Handled by AITo staff
Wired toAthenahealthGoogle CalendarTwilioStripeWeave
§ STERLING & VANCE LLP — PRACTICE OVERVIEWLIVE
0
Active matters
0
Billable hrs — week
0
Intakes screened by AI
$0K
Unbilled work
Deadlines & court dates
MONRamirez v. Coastal— motion filingDUE 5 PM
WEDEstate of Whitmore— probate hearingPREPPED
THUChen LLC— discovery responseDRAFTED
AUG 4Bailey adoption— final decreeON TRACK
Intake pipeline — this month
Retained 19 Consultations 38 Qualified 61 Inquiries 112
Wired toClioDocuSignOutlookQuickBooksWestlaw
⌂ SUMMIT REALTY GROUP — BROKERAGE HUBLIVE
Under contract this month
$0M
9 deals in escrow · 5 new listings this week · every lead answered by AI
Active listings
0
▲ 5 new
Leads today
0
▲ all answered
Showings this wk
0
▲ 19 self-booked
Today's showings
11:00418 Palm Ave— buyer tour · K. RuizCONFIRMED
1:3022 Bayview Dr— second visit · D. LeeCONFIRMED
3:007 Orchid Ct— booked by AI 11 min agoNEW
6:0089 Cypress Ln— investor walkthroughRESCHEDULED
Lead response — this month
0%
Answered in under 1 minNeeded an agent
Wired toMLSZillowFollow Up BossDocuSignGoogle Calendar
▲ CRESTLINE CAPITAL — LOAN DESKLIVE
0
Applications
0
Docs complete
0
Underwriting
0
Approved
0
Funded
Document follow-ups today
9:12R. Alvarez— bank statementsRECEIVED
10:40T. Nguyen— W-2 missingREMINDED
12:05Baker LLC— P&L statementREMINDED
2:20S. Osei— ID verificationWAITING 3D
Applications today
0
▲ pre-screened by AI
Approved this week
$0K
▲ avg decision 2.1 days
Docs chased by AI
0
▲ texted, not called
Wired toEncompassPlaidDocuSignSalesforceTwilio
✦ SPARKLE & CO. — DISPATCH BOARDLIVE
Today's route
8:00
Harborview Officesdeep clean · Crew 1
DONE
10:30
42 Maple Strecurring · Crew 2
DONE
12:00
Sunrise Dentalrecurring · Crew 1
EN ROUTE
2:30
18 Coral Waymove-out · Crew 3
NEXT
4:00
New clientquoted & booked by AI today
NEW
Jobs today
0
AI quotes sent
0
Crews out
0
Rebooking rate
0%
Client base
Weekly recurring132
Bi-weekly recurring87
One-time this month41
Wired toJobberQuickBooksGoogle CalendarStripeSMS
⚙ IRONLINE PARTS CO. — WAREHOUSE OPSLIVE
Orders today
0
▲ 61% via B2B portal
Fill rate
0%
▲ industry avg 89%
Low-stock SKUs
0
⚠ 9 auto-reordered
Back orders
0
▲ ETAs sent to customers
Stock alerts
SKUPartIn stockStatus
A-1140Brake caliper set14REORDERED
B-2205Alternator 90A8REORDERED
C-0871Fuel pump assembly22WATCHING
D-3318Timing belt kit5LOW
E-1092Radiator 2.0L0INBOUND 4D
Units shipped — last 12 weeks
Wired toNetSuiteShipStationEDIQuickBooksUPS
❖ CASA VERDE KITCHEN — HOUSE BOARDLIVE
0
Covers tonight
0
Booked by AI
$0
Average ticket
0
No-shows
Tonight's book
6:00Moreno · 2— window tableSEATED
6:30Bright · 4— anniversary notedCONFIRMED
7:15Waitlist · 3 parties— texted their ETAQUEUED
8:00Osei · 6— booked by AI via InstagramNEW
8:45Klein · 2— gluten-free flaggedCONFIRMED
Calls & messages handled
0%
Answered by the AI hostPassed to the floor
Wired toOpenTableToastDoorDashSquareInstagram

Eight examples here — the ninth is yours. Colors, layout, modules and integrations are designed around your business, whatever your industry.

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