One Dashboard to Run Your Entire Service Business
The Liztty Business Dashboard brings every part of your service business into a single, real-time view. See your revenue, track outstanding invoices, monitor job completion rates, manage customer relationships, and analyse your performance trends — all without switching between apps or spreadsheets. Built specifically for service professionals, the dashboard adapts to your workflow and presents the information you need at a glance.
Invoice & Payment Management
Create, send, and track professional invoices from the dashboard. See which invoices are paid, pending, or overdue at a glance. Set up automatic payment reminders so you never have to chase clients manually. Accept online payments directly through your invoices with integrated Stripe processing, giving customers a seamless way to pay while you get funds deposited faster.
The invoicing module includes customisable templates with your business branding, itemised line entries, tax calculations, discount codes, and detailed payment terms. Export invoices as PDF, email them directly to clients, or share payment links via SMS. Financial reporting shows you monthly revenue, average job value, and payment cycle times.
Quotation Builder & Pipeline
Build detailed quotations with line items, optional services, and validity dates. Track every quotation from sent through to accepted or declined. The pipeline view shows you which quotes are pending response, helping you follow up at the right time. Accepted quotes convert to jobs automatically, eliminating double-entry and keeping your workflow smooth. Analytics show your quote-to-conversion rate so you can optimise your pricing and messaging.
Job Scheduling & Work Order Management
Schedule jobs with a visual calendar that shows availability, conflicts, and travel time between appointments. Assign tasks to team members, track job progress in real time, and update clients with automated status notifications. Work orders include all job details — customer information, service requirements, photos, notes, and materials needed. The timeline view gives you a complete history of every job from initial enquiry to completion and payment.
Customer CRM & Communication
Every customer interaction is tracked and accessible from their profile. View job history, payment records, communication logs, and notes in one place. Identify your most valuable customers, track repeat business rates, and set follow-up reminders. The CRM integrates with your invoicing and scheduling so all customer data stays connected and up to date.
Reports, Analytics & Business Insights
Make data-driven decisions with comprehensive business reports. Track revenue trends, compare monthly performance, analyse service-type profitability, and identify your busiest periods. The dashboard surfaces key metrics including total revenue, outstanding payments, job completion rate, average response time, and customer satisfaction scores. Export reports for accounting or share them with your business partners.
Team Management & Multi-User Access
If you run a team, the dashboard supports multiple users with role-based permissions. Assign jobs to specific team members, track individual performance metrics, and manage workloads with a visual team calendar. Team leads can view all jobs across the team while individual members see only their assignments. Set up approval workflows for quotes and invoices, and monitor your team's customer reviews to ensure consistent quality across every job. The multi-user setup requires no additional per-user fees on the Professional plan.
Mobile Dashboard Access
Access your full business dashboard from any device. The responsive web interface works on tablets and phones so you can check revenue, approve quotes, and send invoices while on the go. The companion mobile app provides quick access to your schedule, customer contacts, and job details without needing to open a browser. All data syncs in real time between the web dashboard and mobile app, ensuring you always have the latest information at your fingertips, whether you are at your desk or on a job site.
Getting Started with the Liztty Dashboard
Setting up your business dashboard takes less than five minutes. Create a free account, add your business details and branding, and you are ready to start creating invoices, sending quotes, and managing jobs. The onboarding wizard walks you through each feature with guided tips. Import existing customer data from spreadsheets or other platforms. Our support team is available to help with setup questions, and our knowledge base includes step-by-step tutorials for every dashboard feature. Start with the free Starter plan and upgrade to Professional when you are ready for advanced features.
