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Dashboard
Company Dashboard
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ABNH UserRole
New data is available. Apply it when you are ready.
Dashboard Projects
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Open status or service ticket
Open Tasks
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Excludes completed tasks
Open Opportunities
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Lead + proposal
Leads This Month
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Monthly target
Commercial / Residential
—%/—%
Classified Projects by count
Open Invoice Balance
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All invoices with a balance
Overdue Invoices
—
Needs attention
Estimates
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QuickBooks total
Monthly Lead Target
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0 of 20 leads
Set a target to measure pace.
Current month0
Expected by today0
Projected month-end0
Remaining0
Projects Needing Attention
Project
Client
Status
Open Tickets
Install Date
Sales Pipeline
New Leads0
Proposals0
Follow-Ups Due0
Won This Month0
Opportunity
Client
Stage
Value / Estimate
Last Activity
Next Follow-Up
Attention
Lead Source Pareto
Revenue and profit use linked projects and QuickBooks documents. Leads and wins come from Opportunities.
Why We Lost Leads
Click a reason to see detailed reasons and the actual lost Opportunities. Potential value uses the linked primary estimate first, then Opportunity budget.
Overdue Invoices
Invoice
Balance
Due
Open Tasks
Open Service Tickets
Recent Activity
Clients
Customer accounts. QuickBooks Customer records sync here.
Total Clients
—
All Notion client records
Synced to QBO
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Customers linked to QuickBooks
All Clients
Client
Type
Status
QBO
Address
Contacts
Named people at a client. QuickBooks does not have a separate Contacts list, so only real person names are imported here.
Total Contacts
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All Notion contact records
All Contacts
Contact
Client
Role
Email / Mobile
Marketing
Review current performance, historical leads, sources, campaigns, and lost opportunities without losing prior months.
Leads0
Target0
Open0
Proposal0
Won0
Lost0
Conversion0%
Won revenue$0
Average won job$0
Selected Month by Lead Source
Lead Source
Leads
Share of Leads
Share of Target
Jobs Won
Last 12 Months
Click a lead count to open the actual Opportunities
Monthly Lead History
Month
Target
Leads
Open
Proposal
Won
Lost
Conversion
Won Revenue
Lead Source Performance
Click a source to open its Opportunities. Revenue and profit use linked Projects and QuickBooks documents.
Campaigns0
People reached / pieces sent0
Linked leads0
Marketing cost$0
Campaign Performance
Campaign
Source
Sent / Reached
Leads
Response
Won
Conversion
Cost / Lead
Cost / Win
Revenue
Profit
Lost Lead Pareto
Click a reason to open the detailed reasons and actual lost Opportunities.
Projects
All Notion projects, including completed records and projects with open service tickets.
Total Projects
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All Notion projects
Open Service Tickets
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Across linked projects
All Projects
Project
Client
Status
Open Tickets
Install Date
Site
Equipment
Available stock stays unassigned. Project requirements come only from Accepted estimates and approved Change Orders.
Available Quantity
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Not assigned to a Project
Serial Numbers Entered
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Across tracked units
Installed
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Units and material groups
QBO Vendor Bill Costs
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Actual purchase costs assigned from supplier bills
Invoice Matching
QuickBooks invoice lines are matched to the project equipment list without creating duplicates.
Invoice Equipment Changes
Review genuinely new items or quantities that exceed the current Project Equipment list.
Available / Unassigned Equipment
Assign stock against an Accepted Estimate item to remove it from available inventory.
Equipment
Project
Qty / Assignment
Received
Serial / MAC
Room / Location
Status
Customer Billed
Equipment Cost
Source
Actions
Documents
One secure library for generated documents, warranties, closeouts, drawings, photos, videos, and authorized financial records.
Projects with Equipment
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Available for closeout generation
Documentation Ready
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Serial and warranty information complete
Needs Review
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Missing device documentation
Warranty Database
ABNH OS remembers confirmed exact-model, SKU-family, and brand warranty rules and reuses them automatically.
Equipment Closeout Packages
Review missing information, preview the package, then finalize a permanent locked version.
Project
Client / Site
Equipment
Device IDs
Warranty
Locations
Actions
Warranty & Closeout
Locked equipment records, warranty packages, and signed Project documents.
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Loading locked documents…
Drawings & Field Files
Plans, drawings, photos, videos, and jobsite documentation grouped by Project.
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Loading field files…
Financial Documents
Locked progress-payment applications and SOV records. Hidden from technicians.
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Loading financial documents…
Bills & Project Costs
For each supplier bill from QuickBooks, choose which ABNH Project purchased that item. This does not change customer invoices or equipment quantities.
Vendor Bills
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Loaded from QuickBooks
Needs Project
—
Bill lines and time entries
Cost Assigned to Projects
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Counts even when the supplier is unpaid
Unpaid Assigned Cost
—
Cash still due to suppliers
Vendor Bill → Project Assignment
Choose the Project that each supplier charge belongs to. Use a split only when one bill line belongs to multiple Projects.
Date / Person
Customer
Hours
Internal Rate
ABNH OS Project
Labor Cost
Invoices
Native QuickBooks invoices. Edit supported invoices here or continue advanced accounting actions in QBO.
Total Invoices
—
All loaded from QBO
Outstanding
—
Open balance
Overdue
—
Past due balance
All Invoices
Invoice
Client
Project
Total
Tax
Payment
Balance
Date
Due
Status
Estimates
Native QuickBooks estimates created and edited through ABNH OS.
Total Estimates
—
All loaded from QBO
QBO Total
—
Combined totals including tax
Estimated Profit
—
Internal ABNH estimate
Profit Margin
—
Weighted across estimates
All Estimates
Estimate
Client
Project
Tax
Total
Profit
Margin
Date
Expires
Status
Invoice / Schedule
Contracts & Payment Schedules
Use committed QuickBooks estimates, protect upfront cash, and prepare contracts through PandaDoc.
1. Select Accepted estimate(s)
One contract may combine multiple Accepted estimates only when they belong to the same client.
0 selected
2. Smart payment analysis
Choose a recommended structure or build a custom schedule with 2–6 payments.
Contract value$0
Equipment cost$0
Non-labor upfront need$0
Recommended deposit—
Select an Accepted estimate to start the analysis.
3. Suggested Scope of Work
Drafted from the selected estimate line items without displaying prices. Review and edit it before sending.
Select an estimate to generate a suggestion.0 characters
4. Final payment breakdown
Edit each payment name and percentage. Add or remove rows when using a custom schedule.
0%
Milestone
Percent
Exact amount
Total
0%
$0
Custom schedules may contain 2–6 payments and must total exactly 100%.
Contract details
These values prefill PandaDoc. PandaDoc assigns the locked contract number.
Pulled from the selected QBO estimate when available. In sandbox, use a permitted test-domain address.
PandaDoc sandbox is not checkedAdd the sandbox key in Vercel Preview, then validate the template.
Sandbox
Sandbox documents are watermarked and are never treated as production contracts. The API key stays on the server and is never sent to this browser.
Contract Drafts
Open a draft to review its PandaDoc status or continue signing.
If the embedded signer is blocked, open the same secure session in a new tab.Open PandaDoc in New Tab
Project Closeout Preview
Review the customer document before saving it as a PDF.
Preparing document preview…
Preview this package before locking it permanently to the Project.
Send Project Document
The exact locked PDF version will be attached.
Progress Payment Application
Original ABNH document · Schedule of Values · cumulative billing · retainage
Edit Record
Assign Equipment to Project
Allocate Vendor Bill
Project Forecast
Original Estimate stays locked.
New Campaign
Leads
Select a lead to assign its source, market, services, or campaign.
Lost Opportunities
QuickBooks Integration
qb
Checking connection…
Please wait.
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The current connection uses a QuickBooks sandbox. Push ABNH clients into the sandbox first. Pulling from QBO imports the sandbox's sample customers into Notion.
Invoices and estimates are created and edited directly in QuickBooks through ABNH OS. Pending estimates can be marked Accepted from the Estimates page after the client approves them. Payments and tax are shown in ABNH OS. Documents with advanced discount or group lines can be edited while preserving those lines, but their line structure cannot be changed here.
QuickBooks problem? Include the displayed Intuit reference when contacting support.Contact Support
