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Sunday, March 22, 2026
Business OS · Dashboard
Jacksonville, IL
Modules: 👤 CRM Pipeline 💬 Communications 4 📦 Inventory 🧪 Non-Inventory 🔨 Services 📋 Jobs & Estimates 📊 Reports ⚙ Admin & API Config All files in same folder for links to work
Pending Estimates
4
Awaiting approval →
Materials to Order
3
Low / out of stock →
Open Jobs
3
2 this week · 1 next →
Unread SMS
4
Office@Hand →
Unread Email
—
Gmail not connected
Setup
Schedule Full calendar →
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March 2026
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Scheduled
Priority / Multi-crew
Upcoming Jobs All jobs →
22
Mar
Mike Johnson — LVP Install
4 Maple Dr, Jacksonville
Zach + Andy · 8:00 AM
LVP
23
Mar
Karen Thompson — Carpet
88 Elm St, Ashland
Buck + Jonny · 9:00 AM
Carpet
25
Mar
Robert Williams — Refinish
112 Oak St, Ashland
Zach · Full day
Refinish
1
Apr
Tom Davis — Tile Bath
230 Pine Ave, Jacksonville
Buck · 8:30 AM
Tile
Sales by Category · MTD March 2026
$31,420
Total MTD revenue
LVP & Hardwood
$13,200
Carpet
$8,640
Refinishing
$5,180
Tile
$2,900
Other
$1,500
Recent Activity
New lead added to Copper CRM — LVP inquiry
Today · 9:14 AM
Job #WF-0041 completed — wood refinishing
Today · 8:02 AM
Estimate EST-0042 approved by customer
Yesterday · 4:30 PM
QuickBooks synced — 4 invoices updated
Yesterday · 6:00 PM
MeasureSquare catalog refreshed — COREtec
Yesterday · 2:45 PM
MessagesOpen inbox →
MJ
Mike Johnson
What time will the crew arrive tomorrow?
9:22 AM
LM
Laura Martinez
Can I see the carpet sample again before we finalize?
8:45 AM
RW
Robert Williams
Sounds great, see you Thursday morning
Yesterday
KT
Karen Thompson
Estimate approved! Ready to get scheduled
Yesterday
MTD Revenue
$31,420
↑ +12% vs Feb
Jobs Closed
11
↑ +3 vs Feb
Avg Job Value
$2,856
↑ +8%
Estimate Conv. Rate
68%
↓ -4% vs Feb
Salesman Performance · March 2026 Full report →
# Salesperson Jobs Closed Revenue Avg Job Value Conv. Rate MTD Goal Progress
1
DW
Dave Wilkerson
Owner · Sales Lead
 7 $21,840 $3,120 74%
$21,840 of $25,000
2
NW
Nick
Office Manager · Sales
 4 $9,580 $2,395 61%
$9,580 of $15,000
Revenue · Last 6 Months
Category Breakdown · MTD
LVP & Hardwood$13,200 · 42%
Carpet$8,640 · 27%
Refinishing$5,180 · 16%
Tile$2,900 · 9%
Other$1,500 · 5%
Active Crew
6
All available this week
Jobs This Week
3
Zach · Buck · Jonny
Installs MTD
11
↑ +3 vs last month
Avg Job Duration
1.4d
Per completed job
Crew Overview Manage schedule →
Crew MemberRoleStatusThis WeekMTD JobsTerritory / CoverageSkill Set
DW
Dave Wilkerson
Owner
 Owner · Sales In Office Sales / Admin— Hannibal/Quincy · Decatur/Forsyth Sales · Management
NW
Nick
Office Manager
 Office Mgr · Sales In Office Sales / Admin— Jacksonville · Springfield Sales · CRM
ZM
Zach
 Master Craftsman On Job 2 jobs6 All territories LVP · Hardwood · Refinish
BK
Buck
 Craftsman Available 1 job3 Jacksonville area Carpet · Tile · LVP
JN
Jonny
 Craftsman Available 1 job2 Jacksonville area Carpet · LVP
AW
Andy
 Apprentice Tech Training 2 jobs (assist)4 With Zach LVP · Carpet (assist)
KD
Kendra
 Secretarial · Warehouse In Office Office / Warehouse— In-store always paired Admin · Warehouse · Scheduling
KY
Kayden
 Warehouse · Apprentice Training Warehouse1 Warehouse / Delivery Warehouse · Delivery · Learning installs