Dashboard
Good morning — here's what needs attention today.
Today's focus
Urgent emails
3
Need reply today ›
Due today
3
Commercial jobs ›
Overdue
12
Commercial clients ›
Quotes
5
Awaiting response ›
Pipeline warnings MOCK
📄
›
8 reports not yet sent
Jobs completed but reports pending
🧾
›
11 invoices not yet sent
Completed jobs awaiting invoicing
Priority areas
PRIORITY 1
3 urgent
📬 Email Action Centre
Sort emails, detect work orders, draft replies, create to-dos. Connect Gmail read-only next.
›
PRIORITY 2
12 overdue
💼 Commercial Jobs Dashboard
See due/overdue commercial clients, suburbs, frequencies and run groupings. Connect Google Sheets read-only next.
›
PRIORITY 3
5 awaiting response
💬 Quotes
Build residential quotes, calculate price, track status, generate quote PDFs. Manual entry first.
›
Quick stats — mock data
Priority emails
3
Needs reply today
Overdue jobs
12
Commercial clients
Quotes awaiting
5
No response yet
Today's jobs
4
Scheduled
Later — Phase 2 (not yet built)
✅ To-Do List
Pending items and reminders
📋 Work Orders
Job creation and tracking
🔄 Job Pipeline
Report → Invoice → Paid
📁 Reports Archive
All past service reports
⚙️ Settings / Tools
Templates and resources
📬 Email Action Centre PRIORITY 1
Sort emails, detect work orders, draft replies, create to-dos. Mock mode — no emails are sent or changed.
🔒
Drafts only. Nothing is sent, archived, deleted or moved without your approval. Every action below creates a draft or a to-do item only.
Email data source: Mock data (cache not loaded) · Read-only. No emails are sent, archived, deleted or moved.
New emails
6
Since last check
Priority
3
High urgency
Work orders
2
Detected
Quote requests
2
Awaiting reply
Follow-up
2
Required
No action
3
Can be marked done
✅ To-Do List LATER — PHASE 2
Mock items only. This section is lower priority — build after Email Action Centre, Commercial Jobs, and Quotes are working.
Pending (5)
In Progress (2)
Done (3)
💼 Commercial Jobs
Commercial scheduling dashboard. Due dates, overdue alerts, and run planning.
Total active
—
Due this week
—
Overdue
—
Missed service
—
High priority
—
Commercial data: loading…
Static cache — no live Google Sheet connection in browser.
—
—
📋 Work Orders LATER — PHASE 2
Mock pipeline. This section is lower priority — build after Email Action Centre, Commercial Jobs, and Quotes are working.
All (8)
New (2)
Scheduled (3)
Completed (3)
💬 Quotes PRIORITY 3
Build residential quotes, calculate price, track status, generate quote PDFs. Mock mode — manual entry first.
Total quotes
9
Total value
$4,506
Draft
9
Sent
0
Accepted
0
All (9)
Draft (9)
Sent (0)
Accepted (0)
Declined (0)
🔄 Job Pipeline LATER — PHASE 2
Mock job-to-cash tracking. This section is lower priority — build after Email Action Centre, Commercial Jobs, and Quotes are working.
Outstanding
$10,348
Overdue jobs
49
Report not sent
8
Invoice not sent
11
Awaiting payment
6
Collected MTM
$17,811
All (10)
Overdue (5)
Awaiting Payment (3)
Completed (2)
📁 Reports Archive LATER — PHASE 2
Report links below point to real existing template files (safe, read-only). Full archive with search and filter is a later phase.
Commercial Reports
Residential Reports
Real Estate Reports
Settings / Tools
Static links to Zap It resources and tools.
Customer-facing resources
📧 Email Signature
Copy-ready Zap It HTML email signature
📋 Pre-Treatment Prep
Customer instructions before service
📖 Treatment Guides
Pest prep and aftercare information
🗒️ Treatment Flyers
Customer handout templates
Report templates
🏢 Commercial Report Template
Standard commercial service report
🏠 Residential Report Template
Standard residential service report
🏘️ Real Estate Report Template
Property manager service report
📝 Manual Report Portal
AI-assisted job report builder
Portal info
Portal status
Mode: Mock / Static
Live integrations: None
Real customer data: No
External API calls: None
Version: 1.0 — Stage 1A
Build date: June 2026