Water Concierge
Management Access
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Water Concierge
Management Tools
Owner
🏠
Owner Dashboard
Executive overview — today's jobs, revenue, outstanding balances, job mix, and recent activity in one view.
Open Dashboard →
Mgmt
🔍
Customer Lookup
Search by name, address, phone, or work order — see every job done for a customer with line items, totals, paid status, and SF deep-links.
Open Lookup →
Mgmt
🗓️
Jobs Calendar
Monthly calendar with per-day category counts (Monthly / Install / Limited / Other), search by name · address · WO, and click-day for full job detail with SF deep-links.
Open Calendar →
Mgmt
🏆
Sales Scoreboard
Revenue by technician with trend vs prior period, goal progress, upsell rate, category mix, and item-level drill-down.
View Scoreboard →
Mgmt
💰
Pending Estimates
Review and follow up on open estimates — track status and send reminders to customers.
View Estimates →
Mgmt
🔄
Sync Control
Manual sync triggers and status — run full or incremental syncs, view last-sync timestamps.
Open Sync →
Mgmt
💸
Collections
Outstanding invoice outreach — filter overdue accounts, compose and preview collection emails, send with pay links.
Open Collections →
Mgmt
👤
Sales Attribution
Assign credit to the right person — tag historical jobs with the sales agent who made the sale, powering the Scoreboard's "Sale Made" view.
Open Attribution →
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