Shimsmith Overview Coming Soon
See what needs your attention.
Know who to call, who owes you, and what came in this week. Shimsmith Overview brings the records already in your business tools into a clear, read-only view.
Shimsmith Overview is not available yet.
Start with today
See callbacks, open estimates and overdue invoices together, with the source records behind each figure.
Ask your business
Ask a question in plain words. Answers show what the connected records support, and what is still missing.
Keep the tools you use
Connect supported accounting, field-service and lead sources. Availability depends on your tools, their access and the records they provide.
Before you get started
Your source tools stay in charge. Shimsmith Overview reads their records and never changes them. Your own notes and follow-ups stay in Shimsmith Overview.
Imported calls and texts: who and when, never what was said. If you turn on forwarded voicemail, we record messages, email the audio to your shop’s owners, then delete our provider’s copy. No audio stays in this app.
Missing or out-of-date sources are labelled. Sample data is illustrative, not a claim about your business.
Shimsmith Overview by Shimsmith Software LLC.