Kaizen
iPhone app · Start the day knowing

Morning dashboard

The app opens on a dashboard, not a menu. Revenue this week against the weekly target, how many quotes are open and what they are worth, sales orders in fulfilment, the pipeline value expected to close inside thirty days, and your tasks with the overdue ones flagged. Under that, the activity feed: everything that happened across the business since you last looked. Diary, Quote, and Order buttons sit where a thumb lands, because those are the three things a technician does most.

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Free · iOS 15.1+ Also in any phone browser Office and field on one record
Kaizen CRM iPhone app: The morning dashboard. Revenue this week against target, open quotes, sales orders, pipeline value closing inside 30 days, and your tasks with the overdue ones flagged.
The morning dashboard Revenue this week against target, open quotes, sales orders, pipeline value closing inside 30 days, and your tasks with the overdue ones flagged.
01

What it does

01

Live pulse

Revenue this week, the change against last week, and how far you are from the weekly target, with the trend drawn behind it. Updated as invoices go out, not at month end.

02

Four tiles that are the business

Open quotes with their total value. Sales orders in fulfilment. Pipeline value closing inside thirty days. Your tasks, with the overdue count in red. Each tile is a tap into the list behind it.

03

Activity feed

Quotes sent, deals moved, diary entries logged, tasks completed, across the whole team, newest first. The answer to "what happened while I was on that job" without asking anyone.

04

Three big buttons

Diary, Quote, Order. New entries start from the dashboard in one tap, so capture does not depend on finding the right screen first.

02

Why it matters in the field

The owner of a small service business carries the numbers in their head and checks them by feel. The dashboard replaces the feel with four figures that are true right now, on the phone, between jobs. It is the screen that turns "I think we are having a good week" into "we are $17.6k from target and twelve quotes are open."

For a technician it does something quieter: it shows their tasks and their overdue count before anyone has to mention them. The scoreboard is visible to the person who can move it.

03

On a Tuesday

  1. 7:40, in the truckOpen the app. Twelve tasks, three overdue, one of them a callback promised yesterday. Tap it; the customer record opens with the quote and the note from the site visit.
  2. 11:15, between jobsThe activity feed shows the office sent two quotes and a deal moved to Approved. Nothing to ask; everything is already on the record.
  3. 5:30, end of dayRevenue pulse has moved. Tap Diary to log the afternoon's site walk by voice before driving home.
04

The office view of the same thing.

Field and office are not two systems that sync. They are one record, opened from two places.

app.kaizencrm.app/dashboard
Office view · live
Live UIA missed call becomes a texted-back lead and a task on someone's list.

The same dashboard on the office screen: this week's priorities, follow-up tasks, and the work diary, live.

05

Common questions

What does the Kaizen iPhone app show on its home screen?
A live revenue pulse for the week against target, four tiles (open quotes and value, sales orders in fulfilment, pipeline value closing within 30 days, and your tasks with overdue count), an activity feed of what the team has done, and one-tap buttons to start a diary entry, a quote, or an order.
Is the dashboard the same as the desktop one?
Same data, same workspace, laid out for a phone. The desktop dashboard shows this week's priorities, follow-up tasks, and the work diary for the whole team; the app shows the figures and the feed, with each tile opening the list behind it.
Can each technician see only their own tasks?
The My Tasks tile and the overdue count are the signed-in user's own. The activity feed and the business figures are shared, because the point of one record is that everyone sees the same business.

Keep exploring

Deal pipeline The KPIs that matter The 15-minute weekly meeting Kaizen in the field

Put it on your phone today.

Free on the App Store. Or book thirty minutes with Mel and we will run your kind of job through it, end to end, on your phone.

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