Smart Capture
What are you photographing?
Reading tag…
⚡ Quick-Add Order
Work Orders
All orders
| Order ID | Customer | Equipment | Status | Priority | Date | Total |
|---|
Board View
Visual pipeline by status
Installation Help
YouTube repair & install videos for your open work orders
No open orders found.
Rental Equipment
Rentals tied to open work orders
Rental
New Rental Agreement
Inventory & Tools
Stock levels and reorder alerts
| Part Name | Part # | Supplier | On Hand | Reorder At | Cost | Purchased | Type |
|---|
Scan Receipt
Take a photo of your receipt or upload an image. Claude will read the items and pre-fill inventory entries.
Add Tool
Add Part
Equipment Sales
For-sale and sold equipment
Equipment
List Equipment for Sale
Mark as Sold
Service Menu
Packaged services with flat pricing
🎟 Coupons
Create Coupon
Add Service Package
Reports
Revenue and performance metrics
Revenue Over Time
Order Status
Recent Orders
🔔 Due for Service
No reminders due.
⚠️ At-Risk Customers
No at-risk customers found.
📈 Revenue Forecast
Based on open orders & historical close rates🔧 Top Equipment Makes
📋 Common Issues
📅 Orders by Month
Last 12 months🧾 Sales Tax Report
City of Madison, AL — 9% combined rateNo taxable orders found.