Welcome back, Rowan
Here's how the studio is looking today.
New leads
0
from your website
Active projects
0
on the go
Monthly recurring
£0
from care plans
Project value
£0
total booked
Recent leads newest first
| Name | Wants | Contact | Status |
|---|
Orders
Everyone who's actually paid. Card payments land here automatically.
Paid orders
0
all time
Taken
£0
one-off fees
Monthly signed up
£0
recurring
New to action
0
not started yet
All orders
| When | Customer | Bought | Paid | Monthly | Status |
|---|
Leads
Every enquiry from your website lands here. Change a status or remove one — it saves automatically.
All leads
| Name | Wants | Contact | Message | Status |
|---|
Projects
Add a project when you win a client, then track it through to live.
| Client | Type | Value | Care/mo | Status |
|---|
Cold calls
Find local businesses with no website, then work the list — tick the good calls, cross the duds.
To call
0
on the list
Good calls
0
worth chasing
Bad calls
0
not interested
Follow-ups due
0
none booked
| Business | Type | Phone | Rating | Website | Call back | Call |
|---|
Charge sheet
Your private price list — only you see this. Tick items to build a quote while you're on the phone. Click any price or name to edit it.
Customers can currently add 0 of these at checkout.
Payment links you've made deleting one stops it working
| For | What's on it | One-off | Monthly | Link |
|---|
Monthly — recurring income the good stuff
| Quote | Service | Per month | Note to self | Customers |
|---|
One-off extras
| Quote | Service | Price | Note to self | Customers |
|---|
Add a charge
Invoices
Make a proper invoice in seconds, then print it or save it as a PDF to email over.
Unpaid
£0
0 invoices
Paid
£0
0 invoices
Invoiced total
£0
all time
Overdue
0
past due date
New invoice
All invoices
| Number | Client | Issued | Due | Total | Status |
|---|