Dashboard

Good morning, Demo

Vault General Contractors

Everything you need to run your business is ready.

Professional Demo owner

Action Center

1 overdue invoice
Review past-due balances and follow up with customers.
View overdue invoices
5 outstanding invoices
$6743.67 is still waiting to be collected.
Review outstanding invoices
2 draft estimates
Complete and send these estimates to potential customers.
View draft estimates
3 approved estimates
Approved estimates may be ready to convert into invoices.
View approved estimates
2 leads
Follow up with leads and move them toward becoming active customers.
View leads

Customers

9 active
12
Open Customer Manager

Active Jobs

0
Job tracking coming soon

Estimates

3 approved
10
$15666.94 total value
Open Estimate Builder

Outstanding Invoices

1 overdue
$6743.67
5 outstanding invoices
Open Invoice Manager

Invoice Value This Month

$1942.05
Non-cancelled invoices issued this month

Payments This Month

$0.00
0 completed payments

Invoices This Month

1
New non-cancelled invoices

Collection Progress

0%
Payments compared with this month’s invoice value

Customer Summary

Active
9
Leads
2
Inactive
1
Archived
0

Quick Actions

Add Customer New Estimate New Invoice View Invoices Billing & Subscription

Business Health

Outstanding Balance $6743.67
Invoice Value This Month $1942.05
Payments This Month $0.00
Collection Progress 0%

Revenue Trend

Invoice value and completed payments over the last six months.

Last 6 months

Recent Activity

The latest updates across customers, estimates, invoices, payments, and company settings.

10 recent
Company settings were updated.
Aug 8 · 11:05 PM
By Demo User · company settings
Kevin Parker was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Daniel Brooks was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Angela Morris was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Teresa Campbell was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Jason Ward was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Stephanie Collins was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Anthony Lewis was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Brian Foster was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer
Monica Hayes was added as a demo customer.
Aug 8 · 10:56 PM
By Demo User · customer