Good afternoon, Owner.
Here’s your business at a glance. Keep every job, customer, and follow-up organized.
A cleaner El Paso starts with great service.
Manage requests, schedule work, follow up with customers, and track business performance from one place.
Quick actions
✦Today's schedule
Recent requests
Revenue snapshot
New requests
Review incoming website estimates and decide the next step.
Request queue
| Customer | Service | Requested date | Estimate | Status |
|---|---|---|---|---|
| No requests available. Connect the secure website form integration to receive live submissions here. | ||||
Customers
A searchable customer book for approved, securely stored records.
Customer directory · live connection pending
| Customer | Service address | Last service | Lifetime value | Next step |
|---|---|---|---|---|
| No customer records yet. Real customer information will appear only after secure database setup. | ||||
Estimates
Use published starter pricing for eligible small yards; review custom jobs before sending.
Starting price guide
Overgrown, large, heavy-growth, and commercial jobs require a custom quote. Shrub trimming is not offered.
Estimate workflow
1. Review the customer's details and photos.
2. Confirm property size and scope.
3. Approve the suggested price or create a custom quote.
4. Send the quote only after owner approval.
Jobs & schedule
Plan service visits and track each job from booked to paid.
Weekly plan · example only
Payments & payouts
Accept customer payments and move eligible funds to your bank account.
Payment provider setup
Step 1. Create/verify your payment-provider business account.
Step 2. Complete identity and bank-account verification directly with the provider.
Step 3. Connect secure checkout to invoices and jobs.
Step 4. Use the provider's dashboard to review balances, payouts, fees, and refunds.
Demo payment summary
Messages & follow-ups
Keep customer communication organized and approve outgoing messages.
Photos & projects
Organize before-and-after photos with customer permission.
Reviews & complaints
A private owner queue for feedback, complaint follow-up, and approval to publish reviews.
Feedback awaiting review
0 connectedModeration rules
• Keep complaint details private.
• Contact the customer and document resolution.
• Publish only genuine feedback with customer permission.
• Never expose private contact or property details publicly.
Marketing
Build local visibility without sending unapproved messages.
Local search checklist
□ Verify Google Business Profile and service area.
□ Add original project photos and accurate hours.
□ Ask completed customers for honest reviews.
□ Keep website contact details consistent.
□ Publish useful El Paso service pages.
Campaign approvals
Campaign planning, email marketing, and SMS promotions are not connected. Every outgoing campaign should remain pending until you approve it.
Reports
Track requests, conversion, job completion, revenue, and customer retention.
Metrics to connect
Estimate-to-booking rate · Revenue collected vs. estimated · Average job value · Repeat customers · Cancellation rate · Outstanding invoices · Lead source performance.
No sample business figures are shown. Reports will populate from actual recorded jobs and verified transactions after integration.
Settings
Business profile, user access, notifications, and integrations.