MextixDashboard
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Calendar and AI Insights/Revenue widgets reuse the same data as the Scheduling and Reporting modules — nothing here is computed twice. Revenue and AI Insights require an owner/org admin role and a Pro plan, same as the Reporting tab.
Operations
Live Map
Technicians
Customers
| Name | Phone | Status |
|---|
Your actual paying customers — contact info, properties/addresses, notes, and message history. Archiving hides one from the active list without deleting it (reversible via "Restore").
Leads
| Name | Phone | Source | Status |
|---|
A lead is a prospect who hasn't become a customer yet — captured from your website's contact form or added here manually. Work it through New → Contacted → Qualified, then convert it into a real Customer once it's ready.
Jobs
| Title | Customer | Assigned To | Scheduled | Status |
|---|
Scheduled work for a technician — title, time window, checklist, and status from Unscheduled through Completed. This drives what shows up in the technician app.
Estimates
| Customer | Status | Created |
|---|
A quote sent to a customer before work happens. Sending one includes a public approval link the customer can click without logging in; "Approve" here records a verbal/in-person yes instead.
Invoices
| Number | Customer | Status | Due |
|---|
The bill after (or during) work. "Record Payment" is for cash/check/ACH; a customer can also pay by card themselves from the customer portal, which updates this automatically via Stripe.
Inventory
Suppliers
| Name | Phone |
|---|
Products
| Name | SKU | On Hand | Reorder At | Unit Price |
|---|
Purchase Orders
| Supplier | Status | Created |
|---|
Track stock levels, suppliers, and reordering. Receiving a purchase order automatically adds its quantities to on-hand stock — no separate manual adjustment needed.
Messaging
One conversation thread per customer, SMS or email. Inbound SMS replies land here automatically — this isn't just an outbox.
Employees
Skills
| Name |
|---|
Team pay & skills
| Name | Role | Hourly Rate | Skills |
|---|
Time history
| Job | Clock In | Clock Out | Breaks |
|---|
Skills are a simple tag system (e.g. "HVAC Certified") you can assign to technicians. Hourly rate feeds the Reporting tab's payroll estimate; time history is every clock-in/out, job-tied or general shift.
Reporting
AI Insights
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Technician productivity
| Technician | Completed | In Progress |
|---|
Outstanding invoices
| Number | Customer | Status | Amount Due |
|---|
Payroll (estimated)
| Technician | Hours | Rate | Estimated Pay |
|---|
Real numbers computed from actual data — revenue is from payments received, not invoice totals, and payroll is estimated from clocked hours × hourly rate.
Team
Pending approval
| Name | Phone | Requested Role |
|---|
Members
| Name | Phone | Role | Active |
|---|
Who has an account and what role they hold — separate from Employees, which is about pay and skills. A new signup sits in Pending until an owner/admin approves it.
Integrations
Outbound webhooks
| Event | Target URL | Active |
|---|
Pick a suggestion for an event Mextix already fires, or type your own name to reserve a custom one —
it'll start receiving deliveries the moment anything in your account dispatches that exact event.
Zapier-style outbound webhooks — Mextix POSTs a signed payload to your URL whenever the chosen event happens. QuickBooks and Calendar sync connect from this same module.
Billing
Current Plan
Team size
Billing interval
This is Mextix's own subscription — what you pay to run this platform, separate from what your customers pay you on their invoices. Team size sets your seat cap and price; plan sets which features are unlocked. Changing either here updates the Subscribe/Upgrade/Downgrade buttons below to the new combination.
Referrals
Your referral link
Referral code:
Share this link with other businesses. You earn a reward once they sign up and become a paying Mextix customer — not just for signing up.
Referral stats
Referral history
| Organization Name | Signup Date | Subscription Status | Reward Status |
|---|