Overview
Today
Confirmed and active work.
Needs attention
Requests, quotes and overdue balances.
— customers are due to rebook.
Send a targeted reminder with one-tap repeat booking and available dates.
Booking requests
Review app and website requests before confirming the calendar.
Lead pipeline
Move enquiries through qualification, survey, quote and booking.
Quotes
Prepare, issue and convert work.
Calendar and dispatch
Upcoming surveys and jobs.
Jobs
Assignment, field progress and completion.
Customers and properties
Relationship, property, service and loyalty history.
Campaign builder
Campaigns
Reviews requiring action
Completed jobs without a recorded review request or response.
Referral activity
Track referral codes, leads and earned rewards.
Notification queue
Email, SMS and push messages awaiting processing.
Pricing rules
Guide-price calculator
Invoices
Payments
Team
Vehicles
Equipment
Task list
Follow-ups, surveys, reviews and operational actions.
Create task
Operations radar
Automatically highlights records at risk of being missed.
Customer inbox
App, portal, email and SMS conversations.
Compose message
Care plan catalogue
Recurring exterior-care products offered to customers.
Subscriptions
Active, pending and cancelled customer plans.
Records requiring attention
Prime OS checks loaded records for missing fields and broken links.
Checks performed
Security and activity
Service performance
Jobs and value by service.
Lead sources
Where enquiries are coming from.
Area performance
Job count and value grouped by postcode district.
Business settings
Booking availability
API diagnostics
Check the live API and authenticated session.
Local platform data
Prime OS stores the bearer session and local settings in this browser.