Dashboard

Your workday, with a clear next step.

Current visitKitchen deep clean

Robert Kim · In progress

Work in motion

Current work by stage

Needs attention

Follow the next step for each customer

Review and send the quoteMaya Chen · WO-1042Ready to send

Ready to send

Schedule move-out cleaningDaniel Brooks · WO-1041Deposit confirmed

Deposit confirmed

Request final balanceLena Ortiz · WO-1036$840 overdue

$840 overdue

Today’s schedule

Sep 30 · All crews

08:00
10:00
10:00

Plan your next visit

Create a new quote

Choose a customer, describe the work, then edit and save the linked draft. 3 work requests need a quote.

Whole-home deep clean

Maya Chen · WO-1042

Draft

First, review the sample quote. Then choose Preview approval and simulate the customer's approval. Nothing is sent.

Project titleScope of work

Line items

DescriptionQtyRateAmount

Item 1 descriptionQtyItem 1 quantityRateItem 1 rateAmount$2,140.00

Item 2 descriptionQtyItem 2 quantityRateItem 2 rateAmount$260.00

Total$2,400.00

Payment terms

Required deposit: 25% ($600.00). Terms do not confirm a payment.

Preview only · nothing is sent

Reporting period

USD · Fictional records · Updates with your demo actions

Collected$34,540Confirmed payments minus $450 refunded

Outstanding$4,7056 open invoices · 5 overdue

Quoted pipeline$3,2752 open quotes · Not collected revenue

Approval rate97%34 of 35 quote decisions

Gross confirmed payments$34,990

Confirmed refunds$450

Net collected$34,540

Compared with prior period+109%

Collections over time

Sep 1–Sep 30, 2026 · Confirmed net payments

Current periodPrevious equal-length period

$8,000$4,000$0

Sep 1

Sep 6

Sep 11

Sep 16

Sep 21

Sep 26

Totals update with your demo payments · Pending and failed payments are excluded.

Outstanding aging

Open invoice balance as of Sep 30

Current$1,800

1–30 days$2,905

31–60 days$0

60+ days$0

$2,905 across 5 invoices is overdue.

Money detail

Trace every summary number back to a fictional record

Search transactionsShow

DateCustomer / workStatusMethodAmount

Sep 30

Robert KimKitchen deep clean payment authorization · INV-1039

ProcessingCard$480

Sep 30

Chris WilsonSeasonal deep clean deposit · INV-1043

FailedCard$220

Sep 30

Elm Street ManagementOffice cleaning plan · INV-1038

ConfirmedACH$2,200

Sep 30

Harbor View BakerySeasonal deep clean · INV-1040

ProcessingACH$480

Sep 28

Lena OrtizExterior window cleaning payment attempt · INV-1036

FailedCard$840

Sep 28

Oakridge HOAOffice cleaning plan · INV-1032

ConfirmedACH$3,700

Sep 27

Daniel BrooksMove-out cleaning deposit · INV-1041

ConfirmedCard$600

Sep 26

Ava MorrisonSeasonal deep clean · INV-1028

RefundedCard−$180

Sep 24

Greenbank DentalWhole-home deep clean · INV-1027

ConfirmedACH$2,800

Sep 22

Pineview CommonsKitchen deep clean · INV-1025

ConfirmedCheck$1,950

Sep 20

Sarah PatelUpholstery cleaning payment · INV-1034

ConfirmedCard$1,250

Sep 19

Stonebridge RentalsSeasonal deep clean · INV-1021

ConfirmedACH$3,400

Sep 18

Lena OrtizExterior window cleaning deposit · INV-1036

ConfirmedACH$560

Sep 16

Ridgeway OfficeOffice cleaning plan · INV-1019

ConfirmedACH$2,700

Sep 15

Daniel BrooksHome cleaning visit payment · INV-0802

ConfirmedCard$180

Sep 14

Lena OrtizHome cleaning visit payment · INV-0804

ConfirmedCard$200

Sep 14

Harbor Point CondosSeasonal deep clean · INV-1017

ConfirmedACH$2,850

Sep 13

Robert KimHome cleaning visit payment · INV-0806

ConfirmedCard$220

Sep 12

Eva MartinPost-renovation cleanup refund · Payment record

RefundedCard−$150

Sep 12

Sarah PatelHome cleaning visit payment · INV-0808

ConfirmedCard$240

Sep 12

Mina ShahSeasonal deep clean · INV-1015

ConfirmedCard$1,650

Sep 10

Ridgeway OfficeOffice cleaning plan deposit · INV-1033

ConfirmedCheck$500

Sep 10

Isabel TorresHome cleaning visit payment · INV-0900

ConfirmedCard$180

Sep 10

Ridgeway OfficeHome cleaning visit payment · INV-0812

ConfirmedCard$280

Sep 10

Willow Creek HOAWhole-home deep clean · INV-1012

ConfirmedACH$4,200

Sep 9

Eva MartinHome cleaning visit payment · INV-0814

ConfirmedCard$300

Sep 6

Fairview MarketPost-renovation cleanup · INV-1008

ConfirmedCard$2,200

Sep 4

Grace LiuHome cleaning visit payment · INV-0906

ConfirmedCard$230

Sep 4

Taylor ReedPost-renovation cleanup · INV-1007

RefundedCard−$120

Sep 2

Lakeside ClinicOffice cleaning plan · INV-1005

ConfirmedACH$2,600

Collected is confirmed payments minus refunds. Outstanding includes open invoice balances; balances marked Not due wait for job completion. Pipeline is open quote value and is not revenue. Pending and failed payments do not count as collected.

Scout by FieldCRM

Less digging.
More getting things done.

Dashboard

Work in motion

Needs attention

Today’s schedule

Maya Chen

Current work

Whole-home deep clean

Recent activity

Wednesday, September 30

Whole-home deep clean

Line items

New work (3)

Kitchen deep clean

Before you finish

Review whole-home deep clean details

Reminder draft

Collections over time

Outstanding aging

Money detail