Dashboard
At-a-glance view of your business performance and pipeline.
Active Estimates
Active Sod Quotes
Recent Estimates
Open Invoices
Twelve Month P and L Trend
Customers
Manage your customer database. Click a customer to see their estimates, invoices, and payments.
| Name | Company | Phone | Address | Estimates | Invoiced | Balance |
|---|
Estimates
Create, send, and convert estimates into invoices. Profit visible to admin only.
| Estimate # | Customer | Date | Valid Until | Status | Total | Profit | Margin |
|---|
Invoices
Track receivables, mark payments, and manage recurring billing.
| Invoice # | Customer | Issued | Due | Status | Total | Paid | Balance |
|---|
Payments
Full record of payments received across all invoices.
| Date | Invoice # | Customer | Method | Reference | Amount |
|---|
Sod Quote Builder
Build a detailed sod installation quote with conditions, slope, irrigation, and add-ons.
Customer
Project Specs
Add-On Services
Discount and Notes
Select Sod Variety
| Description | Qty | Unit | Amount |
|---|
Sod Library
Browse every available sod variety with growing characteristics and conditions.
Conditions Guide
Filter sod by site conditions to find the best match.
Filter by Conditions
Install Guide
Pre-sod ordering checklist, tools needed, and step-by-step installation reference. Take it to the field.
Quick Order Sizing
Pre-Sod Ordering Checklist
Confirm every item is ordered and scheduled before crew arrives on day one.
Tools and Equipment
Pre-load the trailer the night before. Check fuel, blades, and battery.
Sod Installation - Step by Step
Follow in order. Each step links to the next, and skipping any step is the most common cause of warranty callbacks.
Field Tips and Common Mistakes
Products and Services
Manage your product and service catalog. Set retail prices and unit costs to drive accurate profit calculations.
| Name | Type | Category | Unit | Price | Cost | Margin | Status |
|---|
Purchases
Track vendor purchases, upload receipts, and feed cost of goods sold into your P and L.
| Date | Vendor | Description | Category | Type | Receipt | Amount |
|---|
Profit and Loss
Revenue from payments, COGS from purchases, gross profit, operating expenses, and net profit.
Twelve Month Revenue vs Costs
P and L Statement
Revenue by Customer (Top 10)
Expenses by Category
Revenue by Product / Service
Admin Settings
Configure your company info, branding, pricing defaults, and access control.
Company Information
Branding and Display
Pricing Defaults
Email Integration (Brevo)
send-email in README) so the key never reaches the browser.