Dashboard

Northstar Mechanical · Tue, Jul 14
Interactive demo · sample workspace
Good morning, Marcus
Here's what's happening at Northstar Mechanical this week.
Revenue · MTD
$84,200
12.4%vs. $74,900 last month
Jobs this week
18
311 done · 7 upcoming
Win rate
61%
4 ptsof quotes sent
Avg ticket
$1,240
2.1%per completed job

Revenue

Last 8 weeks · weekly
Collected
Quoted

Jobs by status

This month · 42 total

Upcoming jobs

Recent activity

Jobs
Every service call — scheduled, in progress, and invoiced.
JobCustomerTechnicianDateAmountStatus
Pipeline
Drag deals across stages — or use the arrows.
Customers
Homeowners and commercial accounts you serve.
Schedule
Crew assignments for the week.
Jul 13 – 18, 2026
Settings
Manage your company, team, and plan.
Company name

Appears on quotes, invoices, and customer texts.

Trades

What your crew is licensed for.

Phone & email

Primary business contact.

Service address

Home base for scheduling and drive times.

Time zone

Used across scheduling.

4 seats used of 6 on your plan.

New lead alertsGet notified the moment a lead comes in.
Job reminders (SMS)Text customers 24h before their appointment.
Quote follow-upsAuto-nudge quotes that sit 3 days without a reply.
Payment receiptsEmail a receipt when an invoice is paid.
Weekly summaryA Monday digest of last week's numbers.
Starter
Solo operators just getting off spreadsheets.
$49/ mo
  • 1 seat
  • Jobs & customers
  • Basic scheduling
Current plan
Pro
Growing crews that need pipeline & automations.
$99/ mo
  • Up to 6 seats
  • Pipeline + SMS reminders
  • Quote follow-up automations
Crew
Multi-truck shops with dispatch & reporting.
$199/ mo
  • Unlimited seats
  • Dispatch board + routing
  • Advanced reporting

This month's usage

Resets Aug 1
Seats4 of 6
SMS reminders sent612 of 1,000
Active jobs28 of unlimited

Payment method

VISA
Visa ending 4218
Expires 09 / 2027 · billed monthly
Active

Recent invoices

InvoiceDateAmountStatus