In Progress (Order)

Shows you a list of important, in-progress tasks that are specific to your orders.

  • Current Estimates: count of estimates created in the last 60 days Also shows the total of these estimates to show you potential revenue if all estimates are converted
  • Unscheduled Approved Orders: Shows any approved orders that have yet to be scheduled. Check here for more information on how to use our order approval feature
  • Ready to Invoice: work orders that had a scheduled appointment that is now in the past and no further appointments are scheduled in the future
  • Because invoicing is such a critical step in your workflow, this section helps you identify any orders that are either ready to be invoiced or the order was cancelled/postponed and not properly removed from the schedule
  • Also shows the total of these orders to show you potential revenue
  • Unpaid Invoices: invoices that are still awaiting payment. Also shows the total accounts receivable remaining to be collected