Operations overview

Dashboard

Saturday, July 18, 2026

Team sales performance

Sales Leaderboard

Current standings for every Havok user. Management can select a name to review that person's leads, jobs, and invoices.

Period Rank by

Sold value$0Jobs created in this period

Jobs sold0Current sold-work records

Invoiced value$0Non-void invoices issued

Estimates sent0Sent or sold estimates

Team standings

Ranked by sold value

This month

Rank	Salesperson	Leads	Estimates sent	Jobs sold	Sold value	Invoiced

Management control

Action Center

Items that need an owner or manager decision before work can move forward.

0 open

Priority	Record	Reason	Due / status

Business intelligence

Revenue, cost & lead sources

Committed work, recorded job cost, gross profit, and the channels producing opportunities.

Period

Acquisition

Lead-source performance

Source	Leads	Won	Close rate	Potential

Job economics

Profitability review

Job	Revenue	Cost	Profit	Margin

Pipeline items0Current outreach and requests

Estimates in progress0Draft or internal review

Active jobs0Scheduled, active, or on hold

Ready to invoice0Completed work awaiting billing or payment

Sales pipeline

Open opportunities

Customer / Company	Opportunity	Status	Next step

Upcoming

Follow-up list

Quick start

Create a record

Customer directory

Customers

Customer contacts, service addresses, files, and work history.

Sales pipeline

Leads

Requests, opportunities, estimates, and follow-up dates.

Sales documents

Estimates

Prepare customer scope, pricing, terms, and delivery.

New draft

Scope and pricing

Saved draft

Estimate name Price-book service

Customer

Property / service addressThe selected address appears on the estimate and approval page. Salesperson / estimator Service quantity / acreageEnter mowable acreage when the unit is acre. Decimals such as 0.07 are allowed. Unit Base price Quantity included in base Additional-unit price Visits / cuts Mobilization per visit Additional fixed amount Discount percentage

Service schedule Service type The estimate total is the initial visit. Ongoing pricing is shown separately as a per-visit service agreement.

Scope notes Terms and conditionsCompany defaults are inserted automatically. Keep changes concise so the customer estimate remains easy to read.

Estimate register

Saved estimates

Open an estimate to record delivery, mark it Sold, create its job, or review its history.

Show

Estimate	Customer	Property / service address	Salesperson	Total	Delivery / status	Action

Sold work

Jobs

Planning, schedules, crew assignments, active work, documentation, billing, and closeout.

Show

H

Jobs

No jobs in this view

Mark an estimate Sold, create its job, and add the schedule and crew assignment.

ScheduleDates, visits, crew, and equipment

ExecuteField checklists and daily reporting

DocumentPhotos, quantities, notes, and issues

Close outCompletion record and invoice handoff

Scheduling

Calendar

Planned and scheduled Havok work by month.

Office dispatch

Seven-day crew board

Scheduled work, crew lead, assigned team, and the property locations crews are traveling to.

Customer billing

Billing

Invoices, balances, payments, receipts, and closeout.

Not ready0Work still needs closeout

Ready0Prepare and send invoice

Sent / awaiting payment0Customer invoice delivered

Paid0Billing complete

Billing queue

Job invoice handoff

Open a job to review billing status.

Job	Customer	Schedule	Work status	Billing status	Action

Customer billing

Saved invoices

Show

Invoice	Customer / job	Issued	Total	Balance	Status	Action

Administration

Settings

Company defaults, team access, approvals, and service pricing.

Operating guardrails

Approvals and required documentation

Set the dollar limits that require management review and the forms expected before a job can close.

Database setup required

Estimate approval threshold Invoice approval threshold Discount approval percentage Require management approval for estimates created by Field Crew or Crew Leads Require management approval for invoices created by Field Crew or Crew Leads Require at least one Before photo before a job can be completed Require at least one After photo before a job can be completed Require customer completion acknowledgment before a paid job can be closed

Required job forms

Customer documents

Estimate and invoice defaults

Set the Havok contact details, normal due dates, tax default, and footer used by new customer documents.

Owner / Admin

Business address Business phone Customer email Website Estimate valid forCalendar days from creation Invoice due inCalendar days from issue Default tax percentage Default estimate terms and conditionsUsed on new estimates, estimate PDFs, and secure customer approval pages. Default invoice payment termsUsed on new invoices, invoice PDFs, and secure customer review pages. Document footer

Owner price book

Service catalog and field favorites

Edit the price, customer wording, invoice group, tax treatment, visibility, and quick-service favorites without a software deployment.

Owner only

Customer-facing service name Base price Invoice group Display order Show as a quick field favorite Mark this service taxable by default Require a reviewed quote before customer delivery Active and available to crews Capability status Customer-facing description

Reliability & recovery

System health and data export

Review the live database connection, installed operating modules, delivery failures, and the latest successful synchronization.

Checking

The export contains CRM record data and audit history. Uploaded file contents remain in private storage and are not included.

Current users

Team access

Only owners and admins can change access levels.

Team member	Access level	Joined	Action

Pending access

Open invitations

Email	Access level	Expires	Action

Security model

What each access level can do

These permissions are enforced by the database, not just hidden buttons.

Job documentation

Field Forms

Blank forms and completed reports tied to each job.

Form library

Start a job form

Job

Choose a job before starting a formBlank PDF downloads remain available without a job.

Job record

Saved form submissions

Click a saved form to continue or complete it.

Form	Job	Date	Status	Download

Scope and details

Terms and conditions

This approval link is unavailable.

Your properties

Estimates & change orders

Jobs

Invoices

This customer-hub link is unavailable.

Welcome to Havok Operations.

Sign in to Havok

Dashboard

Today & My Jobs

Sales Leaderboard

Install sales attribution to activate the leaderboard

Ranked by sold value

Action Center

Revenue, cost & lead sources

Lead-source performance

Profitability review

Open opportunities

Follow-up list

Create a record

Customers

Leads

Estimates

Scope and pricing

Saved estimates

Jobs

Active service agreements

No jobs in this view

Calendar

Seven-day crew board

Jobs waiting for a date

Billing

Install Havok invoicing

Job invoice handoff

Saved invoices

Settings

Install Team Access Settings

Company settings

Invite a team member

Approvals and required documentation

Estimate and invoice defaults

Service catalog and field favorites

System health and data export

Team access

Open invitations

What each access level can do

Field Forms

Start a job form

Saved form submissions