Business Dashboard – The Complete Operations Platform for Service Businesses

Running a service business means wearing many hats. You are managing clients, scheduling appointments, sending invoices, coordinating your team, tracking inventory, and trying to grow, all while delivering excellent service. Most business owners piece together multiple tools to make it work: one for scheduling, another for invoicing, a spreadsheet for inventory, and yet another for project tracking.

Business Dashboard changes that.

We have built an all-in-one platform that brings every aspect of your business operations into a single, intuitive interface. No more switching between apps. No more data silos. No more paying for five different subscriptions. Just one dashboard that gives you complete visibility and control over your entire operation.

Client Relationship Management

Your clients are the heart of your business. Business Dashboard gives you a complete view of every customer relationship contact details, communication history, project status, payment history, and preferences all in one place. Track client status, segment your customer base, and never lose track of an important detail again.

Appointments and Online Booking

Let your clients book appointments 24/7 through professional online booking forms even while you sleep. Set your availability, define your services, and let the system handle the scheduling. Automated email and SMS reminders reduce no-shows by up to 40%, protecting your revenue and respecting your time. Manage walk-ins, waitlists, and recurring appointments with ease.

Invoicing and Financial Management

Create professional quotes and invoices in minutes. Track payments, manage expenses, handle petty cash, and set up recurring billing for subscription clients. Our finance module gives you real-time visibility into your cash flow, outstanding payments, and revenue trends. Export reports for your accountant or integrate with your existing financial workflows.

Project and Task Management

Whether you are managing a construction project, a marketing campaign, or ongoing client work, our project management tools keep everything on track. Create projects, break them into tasks, assign team members, set deadlines, and monitor progress. Visual Kanban boards let you see work status at a glance, while detailed task views give you the granular control you need.

Team Scheduling and Job Dispatch

Coordinate your team effortlessly. Create staff schedules, manage time-off requests, and balance workloads across your team. For field service businesses, our job dispatch system lets you assign jobs to technicians, track their progress, and keep customers informed. Time tracking captures billable hours automatically, making payroll and client billing straightforward.

Service Catalogue and Product Management

Define your service offerings with detailed descriptions, pricing, duration, and variants. Manage a product catalogue with categories, inventory levels, and pricing tiers. Whether you are selling haircut services, consulting hours, or physical products, the system adapts to your business model.

Here are a few examples:

• Car Dealers Inventory
• Warehouse Inventory Management

Inventory and Purchase Orders

Track stock levels in real-time. Set reorder points and receive alerts before you run out. Create purchase orders for suppliers, receive inventory, and maintain accurate stock counts. For businesses that sell products alongside services, this integration eliminates the gap between your service delivery and retail operations. [ View more inventory details... ]

Client Portal

Give your customers their own login where they can view project progress, download invoices, check appointment history, and communicate with your team. The client portal reduces support requests, improves transparency, and makes your business look more professional. Customise it with your corporate branding for a seamless experience.

Reports and Analytics

Make decisions based on data, not guesswork. Your dashboard displays real-time metrics, active clients, ongoing projects, pending tasks, outstanding invoices with trend indicators showing month-over-month changes. Dive deeper with comprehensive reports on revenue, team productivity, client acquisition, and more.

Automation and Workflows

Eliminate repetitive tasks with automation. Set up triggers and actions when a project is completed, and automatically send an invoice. When a payment is received, update the client status. When an appointment is booked, send a confirmation. Automation saves hours every week and ensures nothing falls through the cracks.

Industry-Specific Configuration

Ours is not a generic tool trying to fit every business. Business Dashboard includes tailored setups for specific industries:

• Hair Salons and Spas – Stylist scheduling, service menus, product retail, appointment management
• Electricians and Plumbers – Job dispatch, parts inventory, emergency scheduling, service history
• Builders and Contractors – Project management, job costing, material tracking, subcontractor coordination
• Dentists and Healthcare – Patient scheduling, treatment tracking, appointment reminders
• Personal Trainers and Gyms – Class scheduling, membership management, session packages
• Vehicle Dealerships – Vehicle inventory, sales pipeline, service department, trade-in management
• Property Managers – Tenant management, lease tracking, rent collection, maintenance requests

Each industry setup recommends the right modules and configures the system with relevant terminology and workflows.

Modular and Scalable

You do not need every feature on day one. Our modular architecture lets you start with the essentials; perhaps just clients, appointments, and invoicing, and add capabilities as your business grows. Only pay for what you use. Add team members, enable new modules, and scale your operations without switching platforms.

Built for Teams

Invite your team members with role-based access control. Administrators see everything; staff see only what is relevant to their work. Activity logging creates a complete audit trail of who did what and when, essential for accountability and compliance. Real-time collaboration means everyone stays aligned.

Accessible Anywhere

Business Dashboard is fully responsive and works on any device. Check your schedule from your phone, update a project from your tablet, or dive into reports on your desktop. Your business travels with you.

Getting Started is Simple

Our guided onboarding walks you through setup step by step. Select your industry, choose your modules, import your existing data, and you are ready to go. [ A 14-day free trial gives you full access to explore the platform with no credit card required. ]

Business Dashboard: One platform. Complete control. Built for businesses that mean business.