FeaturesOwner web dashboard

Your whole business on one screen.

Pending, active and completed jobs, today's schedule, estimates waiting on approval and payments coming in. The owner dashboard shows what needs your attention before it becomes a problem.

15-day free trialPlans from $139.99/mo24/7 support
app.smarttrackcrm.com
STSmartTrack
DashboardScheduleEstimatesInvoicesCustomersEmployeesPrice BookTeam ChatTickets
Good morning, Summit Plumbing
Search jobs, customers…
SP
Pending62 need a tech
Active94 on site now
Completed128this month
Collected$48,920this month
Today's jobs View schedule
TR
Water heater replacementTom R. · 9:00 AM · Santa Clara
Started
JL
Kitchen sink drainJake L. · 10:30 AM · San Jose
On the way
MP
Leak detectionMaria P. · 8:00 AM · Campbell
Finished
DK
Tankless flushDev K. · 1:00 PM · Sunnyvale
Scheduled
Payments This month
Estimates All
David Miller · $2,053Kitchen sink install
Signed
Sarah Collins · $3,118Repipe, 2 bath
Sent
Mike Johnson · $425Additional service
Approved
$48,920 collectedThis month so far
How it works

Owner Dashboard in three steps.

Step 1

Open the dashboard

Jobs, estimates, payments and your team, live and in sync with the field.

Step 2

Spot what needs you

Pending approvals, unassigned jobs and unpaid invoices stand out.

Step 3

Act in a click

Assign a tech, send an estimate or follow up without switching tools.

Know where every job stands

Pending, active and completed jobs are counted at the top of the dashboard. Open any job to see the customer, the address, the assigned tech, the services and the payment status.

  • Live counts for pending, active and completed jobs
  • Job details with customer, address and services
  • Priority levels so urgent work stands out
app.smarttrackcrm.com
STSmartTrack
DashboardScheduleEstimatesInvoicesCustomersEmployeesPrice BookTeam ChatTickets
Good morning, Summit Plumbing
Search jobs, customers…
SP
Pending62 need a tech
Active94 on site now
Completed128this month
Collected$48,920this month
Today's jobs View schedule
TR
Water heater replacementTom R. · 9:00 AM · Santa Clara
Started
JL
Kitchen sink drainJake L. · 10:30 AM · San Jose
On the way
MP
Leak detectionMaria P. · 8:00 AM · Campbell
Finished
DK
Tankless flushDev K. · 1:00 PM · Sunnyvale
Scheduled
Payments This month
Estimates All
David Miller · $2,053Kitchen sink install
Signed
Sarah Collins · $3,118Repipe, 2 bath
Sent
Mike Johnson · $425Additional service
Approved
$48,920 collectedThis month so far

Everything else, one click away

Customers, employees, the price book, estimates, invoices, team chat and support tickets are all in the same sidebar, so the office never has to juggle five tools.

  • Manage customers, employees, services and products
  • Estimates, invoices and payments
  • Team chat and customer support tickets
MJMike JohnsonActive customer
Phone
+1 (408) 555-0142
Email
mjohnson@example.com
Address
1842 Maple Ave, Santa Clara
Lead source
Yelp Call
History
Additional service · $425
Oct 25 · signed on site
Paid
Kitchen sink drain
Oct 24 · Tom R.
Completed
Estimate #SPDR-184
Oct 22 · sent by SMS
Approved
Water heater flush
Mar 12 · Maria P.
Completed
Customer addedLead source: Yelp Call
Why it matters

What you get with Owner Dashboard.

Live job status

Know which jobs are pending, active and completed the moment it changes in the field.

One source of truth

Customers, employees, services, estimates and payments all live in the same system.

Works with the field app

Every update your crew makes in the employee app shows up on your dashboard instantly.

Built for owners

Clear numbers and simple screens. No training course needed to find what you need.

Popular with

Trades that rely on Owner Dashboard

Run your business the easy way.

Start your 15-day free trial or book a free demo. We'll set SmartTrack up with you, step by step.