Welcome to your Professional Services workspace
Here's what's happening across your business today.
Revenue YTD
$41,400
+12%vs last period
Outstanding A/R
$22,700
Active Clients
3
Open Estimates
2
Total Invoices
3
Workflow Pipeline
1
Leads
1
Estimates
2
Invoices
3
Payments
Quick Actions
Recent Activity
Invoice INV-2026-0055 sent to Meridian Corp - $18,200
1 hour ago
Northstar Holdings paid INV-2026-0052 - $12,400
Yesterday
Diana Reeves viewed invoice INV-2026-0056
Yesterday
Court filing submitted for Meridian v. Atlas
3 days ago