The Owner’s Desk

One morning screen for the owners: customer inquiries to answer, open quotes worth a call, invoices past due, sales against last year, Google Ads spend, website visits and the day’s calendar.

A real GuildHall build for TEMCO, a parts-washer maker. Messages, names and figures are replaced with sample data.

The tray at the top turns the morning into four jobs: quotes to call, invoices to chase, inquiries to answer and meetings. Below it, each panel is a ticket: customer inquiries with the product that likely fits, today’s calendar, sales by product line against the same months last year, open quotes oldest first, who owes money by how late it is, Google Ads spend and clicks, and visits to both websites. Sales and quote figures come from QuickBooks and are marked unreconciled; ads and visits are never credited with sales. The real desk can also draft replies and answer questions with Claude; this sample copy has those turned off. All names, messages and figures on this page are invented sample data.