Dashboard
Today's Activity
Alerts & Action Items
0Upcoming Projects (Next 14 Days)
| Project | Client | Date | Venue | Type | Status |
|---|---|---|---|---|---|
| Loading... | |||||
| Project | Client | Date | Venue | Status |
|---|
Project Name
StatusNotes
Assigned Equipment
?Drag items to move between subgroups or orders| Equipment | Category | Qty | Avail | Start Date | End Date | Daily Rate | Taxable | Total | ||
|---|---|---|---|---|---|---|---|---|---|---|
| No equipment assigned yet | ||||||||||
Crew Requirements
?Drag items to move between subgroups or ordersDefine the roles needed for this project. Crew will be assigned in the Staffing page once the project is confirmed.
| Role | Qty | Start Date | End Date | Daily Rate | Est. Total | Assigned | ||
|---|---|---|---|---|---|---|---|---|
| No roles defined yet. Type above to search and add roles. | ||||||||
Select a Project
Choose a project from the dropdown above to view and manage crew assignments
Select a Project
Choose a project from the dropdown above to manage equipment loading and unloading.
| Client Name | Company | Contact | Phone | Type | Status | Projects |
|---|
| Venue Name | Location | Category | Contact | Projects |
|---|
| Quote # | Client | Event | Event Date | Created | Total | Paid | Balance | Status |
|---|
Equipment is loaded from the selected project. To modify, update the project's assigned equipment.
| Item | Category | Qty | Days | Rate | Tax | Total |
|---|---|---|---|---|---|---|
| Select a project above to load equipment. | ||||||
Crew roles are loaded from the selected project. To modify, update the project's role requirements.
| Role | Qty | Days | Rate | Total |
|---|---|---|---|---|
| Select a project above to load crew roles. | ||||
| Description | Qty | Rate | Total |
|---|
| Description | Qty | Rate | Total |
|---|
| Description | Qty | Rate | Total |
|---|
| Invoice # | Client | Project | Date | Total | Balance | Status |
|---|
Revenue Breakdown
Monthly Revenue Trend
Revenue by Month
| Month | Quoted | Invoiced | Paid | Quotes |
|---|---|---|---|---|
| Generate a report to see data | ||||
Top Clients by Revenue
| Client | Quoted | Invoiced | Paid | Quotes |
|---|---|---|---|---|
| Generate a report to see data | ||||
Outstanding Invoices
| Invoice | Client | Total | Balance Due | Due Date | Status |
|---|---|---|---|---|---|
| No outstanding invoices | |||||
Projects by Status
Status Breakdown
Projects by Month
| Month | Total | Confirmed | Completed |
|---|---|---|---|
| Generate a report to see data | |||
Top Clients by Project Count
| Client | Projects |
|---|---|
| Generate a report to see data | |
Equipment by Category
Subrentals
| Item | Projects | Total Qty | Total Cost | Avg/Project | Vendors |
|---|---|---|---|---|---|
| Generate a report to see data | |||||
Crew by Role
Client Performance
| Client | Quotes | Quoted Value | Invoiced Value | Paid Value |
|---|---|---|---|---|
| Generate a report to see data | ||||
Profile
Manage your personal account details.
Account
Your organization details
Your organization's name
Your permission level in this account
Password & Security
Protect your account with a strong password and two-factor authentication.
Change Password
Update your account password
Password must be at least 8 characters and include uppercase, lowercase, number, and special character.
Two-Factor Authentication
Add an extra layer of security to your account
Use an authenticator app (Google Authenticator, Authy, 1Password) to generate verification codes.
User Preferences
Personal display settings that apply to your account only.
Choose light or dark appearance
Your local timezone for scheduling and time displays
Page shown after login
Display item photos instead of category icons
Allow closing modals by clicking the overlay background
Notifications
Choose which alerts and updates you receive.
Billing
Payment method, invoices, and subscription management.
Update your card, billing address, and other payment details on Stripe's secure portal.
Loading...
Terms & Policies
Review our legal documents and policies.
Branding
Customize your company logo, colors, and identity.
Appears in the header and on quotes/invoices
Accent Colors
Primary and secondary colors for buttons and highlights
Primary and secondary colors for buttons and highlights
Preferences
Set your currency, date format, and display options.
Formats & Display
Appearance and formatting preferences
Currency symbol and format for amounts
Thousand separator style for numbers
How dates appear throughout the app
12-hour or 24-hour time display
First day of the week for calendars
Default Table Columns
Set which columns appear by default on each page for all team members
Defaults & Rules
Pre-fill values, tax rates, and business calculation rules.
Projects
Show crew management, staffing, role requirements, labor tracking, and call sheets. Disable for rental-only workflows.
How equipment rates are displayed throughout the app
Minimum billable days for equipment and crew (e.g., 3 = always charge at least 3 days)
Reusable templates for project notes
Quotes
Default location for calculating sales tax
Automatically mark consumable items as taxable when added to projects
Standard payment terms for invoices
How long quotes remain valid by default
Legal disclaimers for quotes
Inventory
Unit of measurement for equipment dimensions (L x W x H)
Show aggregate power requirements for generator sizing on the Load/Unload page
Available voltage options when entering power specs for equipment
Calculations
Overtime thresholds, multipliers, and pay rules for different jurisdictions and worker classifications.
Automation
Automate actions when events happen in your workspace.
Custom Labels
Rename fields, add custom data, and tailor the app to your industry.
AI Assistant
Describe your business and we'll generate custom fields, labels, and section settings tailored to your industry.
Rename core entities throughout the app (navigation, headers, buttons)
Define additional fields that appear on inventory, crew, client, and venue forms
Import & Export
Bring in data from other tools or download a backup.
Bring in projects, inventory, crew, clients, and more from CSV or other tools
Download all your account data including projects, inventory, crew, clients, venues, quotes, and settings
Client Portal
Share quotes, invoices, and documents with clients through branded links.
Accounting
Sync invoices and payments with your accounting software.
Sync clients and invoices
Sync clients and invoices
Payments
Accept online and in-person payments from clients.
Accept online payments
Accept in-person payments
Accept online payments
Members
Manage your team and control who has access.
Roles & Permissions
Customize what each role can see and do.
| Loading history... |