Your dashboard and quick search
What the dashboard shows each day: quotes this month, follow-ups, recent quotes, expiring rates and the setup checklist, plus Ctrl+K search.
Updated 26 Oct 2026
What you see
- Quotes this month against your plan's limit, sent to clients, accepted, and profit (owners and managers) or your open pipeline (agents).
- Today's follow-ups (Premium): open quotes that are about to expire, were viewed without a reply, or were not opened for a day — each with a WhatsApp button.
- Recent quotes with their status and total.
- Get set up: a checklist for a new agency (name, SAR rate, logo, first vendor and rates, first quote).
- Rates expiring in 7 days, and a warning if the SAR rate is missing.
Quick search
Press Ctrl + K (or ⌘ + K on Mac), or click the search box at the top. Type at least 2 letters: a quote number, a client's name or phone in any format, or a vendor (owners and managers). Use ↑ ↓ and Enter to open a result.
The app refreshes itself while you work: when a teammate saves a quote or a client opens a link, your screens update within seconds.
Related guides
- Follow up with clients on WhatsAppSend a ready Roman Urdu follow-up on WhatsApp for quotes that were not opened, viewed without a reply or about to expire. Tracking is Premium.
- Quote status: draft, sent, viewed, accepted and lostWhat each quote status means, how it changes, and how to mark a quote accepted or lost or reopen it.
- Renew rates for a new seasonCopy a vendor's rates to new dates in one form and change only the prices that moved. Expired and ending rates are ticked for you.