Operations dashboard

This week
Find customer, phone, invoice or quote
Open jobs24
Unread7
Gas docs29
Urgent3

Current activity

Use this desktop view as the operational starting point: urgent work, quick search, recent changes and access to the main modules without losing context.

Main modules

Customers
Messages
Invoices
Gas Safety

Jessie

Active customer

Quick actions

WhatsApp
Call
Email
Documents
Invoices

Summary

Latest invoice sent, landlord contact saved, previous leak notes stored, and gas safety files linked inside the same customer record.

Activity timeline

TodayWA

WhatsApp received from customer

Asked about arrival window

YesterdayINV

Invoice INV-1042 was opened

Customer viewed quote