Level 7: See the Whole Business

Level 7 shows you how to use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan install days. The more orders you've entered, the more these pages tell you. Takes about 10 minutes and requires the Pro tier.

Step 1: Insights overview, which page when

A quick tour of all four Insights pages and the question each one answers.

Learn more: What's in the Insights Pages

Step 2: Order Summary, where the money is

Group by cemetery, county, or city. Switch between revenue and count. Click into any cell to see the orders behind the number.

Learn more: How to Use the Order Summary

Step 3: Open Balances, your collections workflow

Aging buckets, AR by stage, and clickable rows for fast follow-up on who still owes you money.

Learn more: How to Use Open Balances

Step 4: Tax Report with the CSV export

Group by cemetery, county, or month, track tax-exempt orders, and export an accountant-ready CSV.

Learn more: How to Use the Tax Report

Step 5: Installations, plan install days on a table or calendar

See every stone install as a Table or a Calendar, using the toggle in the page header. The table groups installs for routing; the calendar lays them out by day so you can plan crew days at a glance.

On the calendar you'll see two kinds of dates:

• The Promise date (red) is the deadline you gave the customer.

• The Install date (blue) is the day your crew is actually scheduled.

Each install can carry its own time and assignee, shown right on the pill.

To plan, drag an install to a new day to reschedule it, or drag an undated order from the strip below the grid onto a day to schedule it. Near-term days with install-blocking weather show a rain-cloud flag, so you can move that install before your crew rolls out.

Learn more: How to Use the Installations Page

👉 Continue to: Level 8: Power User