A
AlexRevenue This Month
$18,400
+12%
Outstanding Invoices
3
$4,200 total
Tasks Due Today
5
Meetings Today
3
AI Daily Brief
Good morning, Alex. Here's your day:
- You have 3 meetings today starting at 9 AM with a new client consultation.
- 2 invoices are overdue totaling $2,800 -- Mike's Landscaping hasn't paid in 15 days.
- Your Google reviews went up to 4.8 stars this week -- nice work.
- Sarah submitted PTO for next Friday -- you'll need coverage for the Johnson job.
Today's Schedule
Tasks
Send estimate to Johnson Property
Alex · Today
Follow up with Mike's Landscaping on invoice
Alex · Overdue
Review Sarah's social media drafts
Alex · Tomorrow
Order supplies for next week
Jake · Wed
Update client portal with project photos
Sarah · Fri
Schedule Q2 team review meeting
Alex · Next Mon
Approval Queue
Instagram Post
New project showcase -- Johnson kitchen before/after
Review Response
Reply to 5-star Google review from Maria Santos
Follow-up Email
Check-in with Westside Dental on retainer renewal
Recent Activity
Invoice #1052 paid by Westside Dental
$3,000
New 5-star Google review from Maria Santos
"Summit Services did an amazing job on our kitchen..."
AI drafted reply to Jessica Torres
Re: Consultation Questions
New lead from Google: Denver Coffee Co.
Estimated value: $3,200
Proposal sent to Garcia Residence
Bathroom Addition -- $24,000
Sarah submitted PTO request
Next Friday -- needs coverage