Good afternoon, Paragon.
Your business at a glance.
Today's Schedule
| Time | Customer | Job | Tech | Status |
|---|---|---|---|---|
| 8:30 AM | Demo Customer | Drywall Repair | Owner | In Progress |
| 11:00 AM | Demo Customer | TV Installation | Owner | Scheduled |
| 2:30 PM | Demo Customer | Door Repair | Tech 1 | Scheduled |
Recent Activity
Customers
Create, edit and manage customer profiles and properties.
| Name | Phone | Billing Address | Properties | Deposit |
|---|
Calendar & Dispatch
Drag jobs to reschedule them, or open any appointment to edit it.
AI Scheduler
Use natural-language instructions to create, move, update or cancel appointments.
Tell Paragon what to schedule
Examples: “Schedule drywall repair for Demo Customer tomorrow at 2 PM high priority” · “Move TV Installation to Friday at 10 AM” · “Cancel Door Repair”.
AI Calendar Access
Prototype Tools EnabledThe calendar exposes create, update, move, cancel and list functions. In production, an AI model can call these tools through the secured backend after you confirm permissions.
Work Orders
Approved work ready for scheduling, field progress, photos, time and materials.
| # | Customer | Service | Date | Tech | Status |
|---|
Estimates
Create, send, approve, sign and collect deposits.
| # | Customer | Total | Deposit | Status | Delivery | |
|---|---|---|---|---|---|---|
| EST-1042 | Demo Customer | $650.00 | $200.00 | Signed | Opened | |
| EST-1041 | Sample Client | $320.00 | $0.00 | Pending | Sent |
Invoices
Collect balances with Square and issue receipts.
| # | Customer | Total | Balance | Status | Payment | |
|---|---|---|---|---|---|---|
| INV-989 | Demo Customer | $820.00 | $0.00 | Paid | Square | |
| INV-988 | Sample Client | $1,250.00 | $1,250.00 | Open | — |
Expenses
Track materials, tools, fuel and job-related costs.
| Date | Category | Description | Work Order | Amount | Receipt |
|---|
Reports
Revenue, expenses, conversion and job performance.
Settings
Business, payments, messaging and team access.