Private business dashboard

Manage clients, work, invoices, and texts.

Authorized Bancroft and GEMS team members can sign in with Google. Customers do not log in; they receive secure payment and service reminder links by text or email.

Authorized owners sign in securely with Google.

Next on the route

Upcoming service

Move quickly

Common tasks

System record

Recent activity

Clients

Schedule an Appointment

Client Appointment / Service Choose On-site quote to use Scott's Quotes calendar. All other work uses the Service Schedule. Date / Time Assigned crew Team 1 checks Scott's Quotes and Service calendars. Team 2 can run in parallel after its calendars are connected. Estimated duration Amount Notes

The client receives automatic text reminders 24 hours and 1 hour before the appointment.

Work Tracker

Invoices

Yearly sales export Download paid and sent invoice records for bookkeeping.

Year

Business costs

Record Expense

Date Vendor Category Payment method Amount Notes

Bookkeeping view

Profit & Loss

Period Reference date

“Send to My Client” emails the selected report to S2CLLC330@gmail.com after the Make.com email webhook is activated.

Recorded costs

Expense History

Yearly record

Mileage Log

Year

Today's business at a glance

Upcoming service

Common tasks

Recent activity

Add Client

Clients

Schedule an Appointment

Work Tracker

Send an Invoice

Invoices

Record Income

Record Expense

Profit & Loss

Expense History

Log Business Mileage

Mileage Log

Send Arrival Reminder

Reminder History

Upload a File

Files