Employee quote view

Calendar Field forms Customer view

Employee Login

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Today / Dispatch

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Field Forms Open today's delivery slips Calendar Open the week dispatch view
Pours today -- Loading schedule
Needs assignment -- Checking trucks and drivers
Pre-charges due -- Loading pre-charges
Completed today -- Loading slips
Needs attention -- Loading system health

Dispatch Queue

Today first, then upcoming scheduled pours

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Office Snapshot

Completed slips for today
Total--
Payments--
Balance due--
QBO pending--

Admin Tools

Data protection

Close Rate

Quote close rate will appear here.
-- Closed quotes include delivery-requested, scheduled, and completed-slip quotes.

Calendar/App Sync

Checks Google Calendar against scheduled quotes.
Issue Quote Delivery Calendar Actions
Open and refresh to check Calendar/App sync issues.

Quote Follow-Up

Quotes that need another touch will appear here.
Loading follow-up totals...

Quote follow-ups will appear here.

Pre-Charge Pours

Today and tomorrow calendar deliveries marked PRE.
Date / time Truck / driver Customer Address CC Pre Charge / Card
Pre-charge pours will appear here.

Daily Office Summary

Choose a date to review completed slips.
Invoice Customer Driver Total Payments Balance/refund Status QBO
Daily office summary will appear here.

Customer Slip Batch

Search completed slips, select the ones to download, then export one ZIP.
Invoice Delivery Customer Address Total
Search for a customer to choose slips.

Problem Alerts

Items that need attention
Time Area Problem Details
Admin problem alerts will appear here.

System Status

Configuration and data health
System Status Details
Open and refresh to load admin system status.

Customer Profiles

Customer accounts, contacts, and history.
Customer Contact History Totals Last activity Actions
Customer accounts will appear here.

Saved Quotes

Recent quotes
Quote Customer Job Status Total
Log in and refresh to load saved quotes.

Recent Activity

Admin audit log
Time Who Action Target Details
Open and refresh to load admin activity.

Recent Notifications

Email, Drive, and Chat
Notification health will appear here.
Time Item Email Drive Chat
Open and refresh to load notification results.
Quote total -- Enter concrete details to calculate.

Project

Quote details

Job Notes

Driver/internal notes

Concrete

Yardage

Included on-site time will appear after yardage is entered. Additional time needed must be scheduled with the office when scheduling delivery.

Options

Add-ons and time