What sold
This month's sales against last month.
Feature · Reporting and owner home
Know your numbers before lunch.
See what sold, what is open, what is late and what needs attention, by branch and across the business. Export reports and the audit log to CSV any time.
THE SHORT ANSWER
Sunwell's owner home shows what sold this month, open estimates, active jobs and unpaid invoices, plus what needs attention: stale proposals, past-due invoices and leads with no owner. Each branch keeps its own numbers, with one view across all of them.
- Sold, open, active and unpaid at a glance
- Stale proposals and leads with no owner flagged
- Numbers per branch and across the business
- Reports and the audit log export to CSV
Good morning. Here is Tuesday.
UPDATED 7:58 AM
JOBS ON THE BOARD TODAY
+6 vs last Tue
PROPOSALS SIGNED THIS WEEK
+18% vs last week
COLLECTED THIS MONTH$k
72% of invoiced
LEADS WITHOUT AN OWNER
All 23 assigned
NEEDS YOU TODAY3 ITEMS
BLOCKEDKitchen rewireWaiting on the city permit since FridayCall inspector
NO REPLYRoof proposalViewed twice, no answer in 3 daysSend follow-up
OVERDUETune-up invoice · $1,24012 days past dueSend reminder
INVOICED VS COLLECTED$48K OF $59.4K
W1
W2
W3
W4
■ INVOICED■ COLLECTED
What is open
Open estimates, their value and how long they have waited.
What needs attention
Stale proposals, past-due invoices and leads with no owner raise their hand.
Every branch
Each market with its own numbers, and one view across all of them.
Export any time
Reports, leads, the price book and the audit log export to CSV.
Audit log
A record of who changed what, visible to owners and office managers.
Questions
What shops ask before they switch.
Can I see numbers for each branch?
Yes. Each branch or market keeps its own numbers, and owners get one view across all of them.
Can I export my data?
Yes. Leads, the price book, reports and the audit log export to CSV whenever you like.
Who can see the owner home?
Owners and the roles they allow. Seven built-in roles come with permissions the owner can adjust.
Keep exploring
Related features and guides
Feature
Dispatch and scheduling
Schedule crews on one live board: drag a job to a crew and the schedule, owner and next step update together. Day, week and map views for every branch.
See how it worksFeatureProposals and estimates
Build branded Good, Better, Best proposals from your own pricebook, with the monthly payment on every option, measurements on the estimate and online signing.
See how it worksFeatureInvoicing and payments
Invoice straight from the job, send card payment links that mark themselves paid, take deposits on signing and sync with QuickBooks Online.
See how it worksGuideWhat is the difference between markup and margin?
Markup is profit divided by cost and margin is profit divided by price. See the formulas, a conversion table and a worked quote that shows the gap.
Read the guideYou shouldn't pay for software you don't use. So every team gets a quote built for it.
What happens next
- 1A written quote in one business day
Sized to your team, locations and what you turn on.
- 2A walkthrough on your own data
See your jobs and pricebook on the board, not a demo account.
- 3We move you over
Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.