The Service Pro Dashboard

How service professionals manage jobs, finances, and operations from a single dashboard.

The service-pro dashboard brings your incoming work, schedule, invoicing, and finances into one view.

What you manage here

Incoming and scheduled jobs.
Estimates, invoices, and getting paid.
Operations, quality, and your finances.
Your full accounting suite and AI finance tools.

Because jobs, invoices, and books share one record, work flows straight into your accounting and job-costing reports.

Customizing your view

Like the general dashboard, the service-pro dashboard is customizable — rearrange widgets so today’s jobs, cash position, or overdue invoices are wherever you check first.

Running more than one business

If you operate multiple businesses or brands, switch between them without separate logins — each keeps its own jobs, invoices, and books, while your account stays the same.

Frequently asked questions

Do I need to be part of the contractor network to use the dashboard?

No — the dashboard and its tools work for your own direct customers whether or not you also take dispatched jobs from the contractor network.

Can office staff use the dashboard without seeing financials?

Yes, if you configure roles and permissions to limit financial visibility while still allowing access to jobs and scheduling.

Can I see cash position alongside job status on one screen?

Yes — that’s exactly the kind of mixed operational-and-financial view the dashboard is designed for, so you’re not switching between separate apps to get the full picture.