Ask any field manager what the biggest challenge is day-to-day, and you’ll likely hear the same answer: staying on top of everything. Between juggling schedules, tracking estimates, managing billing, and keeping up with new leads—it’s a lot to monitor, especially when you’re on the move.

SableCRM’s visual dashboard was built with that exact reality in mind. It’s not just a bunch of boxes and data—it’s a real-time snapshot of your operation that helps you lead more confidently, without chasing updates all day long.

✅ Know Exactly What’s Happening Today

The first thing you’ll see when you open SableCRM? A clean, focused view of what needs your attention right now.

The Today’s Events section shows you:

• Individual and team tasks that are due
• Notes attached to each task
• Who’s responsible, and what’s already been completed

Whether you’re planning your own day or checking in on your crew, this gives you an immediate handle on what’s moving—and what’s not.

💼 Sales & Service: See Every Step in the Job Flow

No more bouncing between tabs or scrolling through reports to find out where a job stands.

From estimate to invoice, the dashboard tracks every stage:

• Initial estimates
• Sales and work orders
• Change orders
• Final invoices

Everything updates in real-time, so you’re not left wondering if that big quote went out, or if the job site crew has what they need. It’s all right there, just a glance away.

💳 Billing Transparency That Works in the Field

Managing customer transactions shouldn’t require sitting at a desk. With SableCRM, you can monitor customer charges right from the dashboard.

This section gives you a live view of:

• Outstanding balances
• Recent payments
• Billing activity per job or customer

It’s simple, clear, and helps you avoid missed invoices or late follow-ups—which means better cash flow, fewer headaches.

📋 Keeping Up with Leads Without Losing Momentum

Field teams don’t always have time to manage a CRM the “traditional” way—and that’s okay. The Prospecting section is built to help you:

• Track new inquiries fast
• See where each lead stands
• Move contacts from lead to customer without breaking stride

It’s built for speed, not complexity. Just the right amount of detail to keep your team aligned without slowing them down.

The Bottom Line: Clarity, Not Clutter

SableCRM’s dashboard was designed for the field—not for people who sit behind a desk all day. Whether you’re out quoting jobs, managing a team, or handling follow-ups in between stops, this dashboard keeps you dialed in.

With it, you’ll:

• Stay ahead of daily tasks
• Catch potential delays early
• Keep your pipeline moving
• Know exactly where your team stands—without asking

If your current tools are making things more complicated than they need to be, it might be time for a simpler, smarter solution.
Try SableCRM and see how a well-built dashboard can help you run things more smoothly.