Onyx Systems - GC Dashboard

Instant Lead Capture

Automatically captures leads from your website form, creates a CRM entry, and sends you an SMS alert.

Active

Quote Follow-Up Sequence

Sends a polite 3-email sequence to clients after you send a quote. Stops automatically on reply.

Active

Invoice "Chase Bot"

Automatically reminds clients about overdue invoices at 7, 15, and 30 days past due.

Active

Daily Site Photo Organizer

Field crew can email photos to a project address, and they are automatically filed in the correct G-Drive folder.

Inactive

Active Projects

4

Pending Invoices

$27,500

Overdue Tasks

3

Team Members

8

Current Projects

Hillside Residence

Client: The Andersons

Due: Dec 15, 2025

In Progress

75% Complete

Downtown Office Reno

Client: Innovate Inc.

Due: Oct 30, 2025

On Hold

40% Complete

Lakeside Cottage Build

Client: The Millers

Due: Feb 20, 2026

Completed

100% Complete

Create New Invoice

Client

Invoice #

Due Date

Line Items

$15,000.00

$9,000.00

Subtotal: $24,000.00

GST (5%): $1,200.00

Total: $25,200.00

Recent Invoices

INV-2025-014

The Millers

Paid

INV-2025-013

Innovate Inc.

Due in 5 days

INV-2025-012

The Andersons

Overdue

Create New Estimate

Estimate creation form will appear here, similar in structure to the Invoice Creator, with fields for client, project details, line items with costs, and options to save or send to the client.

Profile

Full Name

Email

Company Details

Company Name

Phone Number

Address

Integrations

QuickBooks Online

Connected