Guided walkthrough
Follow one customer from first call to paid invoice
Jordan calls Brightside Home Care after hours. Geni answers, asks your intake questions and books a consultation.
Good morning, Alex
Nothing needs you right now · 4 meetings this week
Run your team from here. Tell Omni what you need.Omni hands it to the right team member. Anything that needs your OK shows up under Needs you.
Calls today12
New leads · 7 days7
Open tasks5
Unpaid$2,100
Paid this month$9,420
Needs you
Nothing yet. Start the walkthrough: Geni is about to take a call.
Your team today
G
Geni · ReceptionistAnswered 12 calls and 4 texts · transferred 2 to Sam
M
Maya · SalesFollowing up with 3 leads
E
Ethan · EstimatorWaiting for the next consult
N
Nora · BookkeeperChasing 1 late invoice
L
Leo · Marketing3 posts scheduled this week