Your day on Home

Home is the first thing you see when you log in. At the top are your numbers for the period; to the side, what needs your attention.

Your numbers

Four numbers for the period: new customers, quotes, collected, and time saved, with a chart of your quotes.

Card	What it shows	What to do
Get started	What’s left before Ash can start answering.	Finish each step. See →
Escalations	Customers Ash handed to a person who are still waiting.	Take care of them. See →
Context	What Ash couldn’t answer.	Add the missing info. See →
Calendar	Your appointments for the next 7 days.	Review them. See →
Payments to confirm	Receipts your customers sent.	Confirm them. See →
Payments due	Payments that haven’t come in yet.	Follow up.

When a card is empty, it says so in one line. That way you know it’s up to date.