Module 06 · Owner dashboard

The whole business on one screen.

Calls, leads, jobs, quotes, invoices and paperwork in one view. Plus a daily briefing written in plain words.

Sound familiar?

The problem

To know how the business is doing you check the phone, the diary, the inbox, the bank and the accounts. Then you guess.

What it does

One view
See what's coming in, what's booked, what's quoted and what's owed, all in one place.
Daily briefing
A short morning summary: today's jobs, open quotes, overdue invoices and anything that needs you.
Ask it questions
Ask in plain words, like 'which quotes are still open?', and get a straight answer.
Spot problems early
See unpaid invoices, quiet leads and missing paperwork before they bite.
Works on your phone
Check the business from the van, the site or the sofa.
Grows with you
The dashboard shows data from whichever modules you use. Add more, see more.

How it works

Connect your modules
The dashboard pulls in data from the SteelcapHQ modules you use.
Pick what matters
Choose what you want to see first and when you want your briefing.
Run the business
Know where things stand without digging through five apps.

See it in a day

Illustrations of how a firm might use it. Not real customers.

Questions

Do I need every module to use the dashboard?

No. It works with whatever modules you pick. It just shows more when you use more.

Can my office manager see it too?

Team access and permissions are confirmed on the demo call (TBC).

Pairs well with

AI phone receptionist
Answers every call, day or night. Asks the right questions, books the job and sends you the details.
Jobs, scheduling and dispatch
One place for every job. Book it, schedule it, send the right person and keep the customer in the loop.
Quotes, invoices and getting paid
Turn a call or site visit into a clear quote. Turn the finished job into an invoice. Chase the money for you.

Book a short demo. We'll show you the modules that fit your work, hear the AI phone in action and go through pricing for your setup.