Dwenvio — Make Ready Platform

Active projects

12

+3 this week

Revenue (MTD)

$48,320

+18% vs last mo

Outstanding

$11,840

4 invoices overdue

Quote acceptance

71%

7 quotes sent

Active projects

Property	Status	Progress	Due
412 Oak Ln, Apt 3 Riverside PM	In Progress	75%	Jun 3
88 Maple Dr Summit Properties	Scheduled	20%	Jun 6
215 Birch Ave Green Valley RE	QC Review	95%	Jun 1

Pending quotes

Customer	Amount	Status
Summit Properties Full turnover — 3 BR	$3,200	Awaiting
Pine Ridge LLC Paint + clean	$1,450	Awaiting
Lakeside Rentals Deep clean + repair	$980	Draft

Recent payments

Customer	Project	Amount	Date	Method	Status
Riverside PM	412 Oak Ln deposit	+$1,600	May 30	Card	Paid
Green Valley RE	215 Birch final	+$4,200	May 28	ACH	Paid
Summit Properties	88 Maple deposit	+$750	May 27	Card	Paid

Scheduled

4

$9,800 pending

In progress

6

$28,400 active

QC / Review

2

$7,200 pending

Completed YTD

48

$184,600 collected

All projects

Property	Customer	Services	Crew	Due date	Status	Value
412 Oak Ln, Apt 3 Dallas, TX 75201	Riverside PM	PaintCleanCarpet Clean	MT JR	Jun 3	In Progress	$2,800
88 Maple Dr Plano, TX 75024	Summit Properties	Full Turnover	KL	Jun 6	Scheduled	$3,200
215 Birch Ave Irving, TX 75038	Green Valley RE	PaintRepairs	MT	Jun 1	QC Review	$4,200
9 Willow Creek Ct Garland, TX 75040	Pine Ridge LLC	Clean	JR	May 29	Overdue	$680

Quote pipeline

4 quotes

Quote #	Customer	Property	Unit	Services	Total	Date	Status

Collected (MTD)

$48,320

On track

Outstanding

—

Overdue 30d+

—

Avg days to pay

8.4

Improving

Invoices

Invoice #	Customer	Property	Services	Amount	Paid	Balance	Due date	Status

RP

Riverside PM

Property Management

contact@riverside-pm.com (214) 555-0182 42 units managed

Lifetime value$84,200

Projects completed18

SP

Summit Properties

Property Management

ops@summitprop.com (972) 555-0341 28 units managed

Lifetime value$52,600

Projects completed11

GV

Green Valley RE

Real Estate Agency

admin@gvre.com (469) 555-0219 15 units managed

Lifetime value$31,400

Projects completed7

Service pricing list

Prices auto-fill in quote builder when unit size is selected

Select report:

Aging accounts receivable

Invoice #	Customer	Invoice date	Due date	Invoice total	Paid	Balance	Days overdue	Bucket

Month	Invoices	Gross revenue	Discounts	Net collected	Outstanding
January 2024	6	$28,400	$200	$26,000	$2,200
February 2024	7	$32,100	$0	$30,000	$2,100
March 2024	9	$38,500	$500	$37,000	$1,000
April 2024	8	$35,200	$0	$34,000	$1,200
May 2024	11	$42,800	$50	$41,000	$1,750
June 2024 (MTD)	4	$25,100	$0	$24,000	$1,100
YTD Total	45	$202,100	$750	$192,000	$9,350

Customer	Projects	Invoices	Gross billed	Collected	Outstanding	Avg project value	Last service
Riverside PM	18	22	$87,400	$84,200	$3,200	$4,678	Jun 1
Summit Properties	11	14	$54,800	$52,600	$2,200	$4,782	May 30
Green Valley RE	7	9	$31,400	$31,400	$0	$4,486	Apr 5
Pine Ridge LLC	5	6	$19,400	$18,200	$1,200	$3,640	May 15
Lakeside Rentals	3	4	$9,100	$8,200	$900	$2,733	May 20
Totals	44	55	$202,100	$194,600	$7,500	$4,275

Company profile

Company name

Phone

Business address

Email

Website

Default quote terms

Crew members

Name	Role	Active jobs
MT Mike T.	Lead tech	3
JR Jake R.	Painter	2
KL Karen L.	Cleaner	1

Notifications

Quote accepted Payment received Project overdue Invoice past due New customer added

Administrator

Full access

Can manage all modules, users, pricing, settings, and financial data.

1 user

Manager

Operations access

Can manage projects, quotes, customers, and reports. No pricing or user settings.

2 users

Technician

Field access only

Can view and update assigned projects only. No financial, customer, or quote access.

3 users

All users

6 total · 6 active

User	Role	Permissions	Last login	Status

Permission matrix

Module	Admin	Mgr	Tech

Legend

Full access

View only

No access