| Order # | Date | Customer | Items | Total | Status | Actions |
|---|
| Name | Score | Interest | Est. Value | Stage | Notes | Actions |
|---|
| Invoice # | Customer | Items | Amount | Due Date | Status | Actions |
|---|
Due Today
| Customer | Type | Note | Action |
|---|
Upcoming
| Customer | Type | Due | Action |
|---|
Message Templates
Active Promotions
One-Time Offers
All Promotions
| Name | Code | Discount | Used | Revenue | Status | Actions |
|---|
Revenue — Last 14 Days
Top Products
Order Status Breakdown
Backup All Data
Download a full backup of all orders, leads, invoices, follow-ups, and promotions as a JSON file. Use this to move data between devices.
Restore Data
Upload a backup JSON file to restore all data. This will overwrite current data — make sure to backup first.
Clear All Data
Permanently delete all stored data. Cannot be undone — download a backup first.