Rising_Local_Trader_Dashboard

[Virtual Presenter] Rising Local Trader Dashboard Your Complete Business Management Platform Invoicing Expense Tracking Reviews Analytics Tax Reports Team Management Customer C-R-M www.risinglocal.com.

[Virtual Presenter] What's Inside This Guide A complete walkthrough of every feature in your Trader Dashboard Getting Started Finance & Analytics Registration, Login, Dashboard Overview, Navigation Payment analytics, tax reports, email reports Customer Management Communication Add, import, search, and manage your client base Broadcasts, notifications, customer messaging Invoicing & Billing Account & Team Create, send, track invoices plus recurring billing Settings, subscription, team management Expense Tracking Best Practices Record costs, scan receipts with A-I , export reports Tips for getting paid faster and growing your business Reviews & Reputation Request reviews, QR codes, A-I responses.

[Audio] Why Traders Choose Rising Local All in One Platform (A I ) Powered Built for UK Traders Invoicing, expenses, reviews, analytics, tax — everything in one place. No more switching between apps. A-I receipt scanning, A-I review responses, smart analytics — save hours every week. VAT returns, HMRC-ready reports, G-B-P formatting, UK-specific features. Get Paid Faster Grow Your Reputation Simple & Affordable Professional invoices, automatic reminders, recurring billing, payment tracking. Automated review requests, QR codes, Google review management. No training needed. Start in 2 minutes. Plans from free to pro..

[Audio] Step 1: Create Your Account Sign up in under 2 minutes — no credit card required Getting Started Go to the Rising Local registration page Enter your Full Name, Business Name, Email, and Password Click 'Sign Up' — you're instantly logged in Your dashboard is ready with a setup checklist to guide you Google Sign Up also available for one click registration.

[Audio] Step 2: Log In to Your Dashboard Access your business command centre anytime, anywhere Enter your registered Email and Password Click 'Sign In' to access your dashboard 'Remember Me' keeps you logged in on trusted devices Forgot Password? Reset link sent instantly to your email Works on desktop, tablet, and mobile browsers.

[Audio] Your Dashboard at a Glance Real time business metrics, quick actions, and activity feed — all in one view Dashboard KPI cards: Total Revenue, Customers, Invoices, Reviews Week over week comparison with trend arrows Quick Actions: Create Invoice, Add Customer, Request Review Recent Activity feed shows payments, invoices, and new reviews Onboarding checklist guides first time setup Live metrics strip auto refreshes every 10 seconds.

[Audio] Dashboard Deep Dive: KPIs & Charts Track your business health with visual analytics right on the home screen Revenue tracking with daily/weekly/monthly views Customer growth chart shows new signups over time Invoice status breakdown: Draft, Sent, Paid, Overdue Review stats: average rating, total reviews, response rate Performance comparison vs previous periods Click any metric to drill into detailed reports.

[Audio] Easy Navigation Everything organised in a clean sidebar — find any feature in one click Navigation Sidebar sections: Main, Finance, Engage, Account Dashboard, Customers, Invoices, Expenses, Reviews — all one click away Analytics, Tax Reports, Broadcasts, Notifications Settings, Subscription, Team management Ctrl plus K / Cmd plus K: Quick Search to find anything instantly Mobile friendly: hamburger menu on smaller screens.

[Audio] Customer Management Your complete client database — organised, searchable, actionable Customers View all customers with stat cards: Total, Residential, Commercial, V-I-P Add customers manually with full details and tags Bulk import via CSV/Excel — great for migrating from other systems Search by name, email, phone — results filter instantly Advanced filters: by tag, date range, spending amount Click any customer to view full profile and history.

[Audio] Customer Actions & Profiles Every interaction at your fingertips — from first contact to invoice history Full customer profile: name, contact, address, tags, notes One click: Create Invoice, Request Review, Send Message View complete transaction history per customer Tag customers: Residential, Commercial, V-I-P for segmentation Edit details anytime — changes reflect across all invoices Export customer list for external reporting.

[Audio] Professional Invoicing Create, send, and track invoices — get paid faster with less effort Invoicing Invoice dashboard: Total, Paid, Sent, Outstanding at a glance Create invoices with itemised line items, quantities, and prices Automatic V-A-T calculation (configurable rate) Your logo and business details appear on every invoice Send via email — customers get a professional payment link Track status: Draft → Sent → Viewed → Paid / Overdue.

[Audio] Invoice Features in Detail Everything you need for professional billing Add multiple line items per invoice with descriptions Automatic total calculation including V-A-T Payment plans for larger amounts (monthly/quarterly instalments) Duplicate invoices for recurring similar work Search invoices by number, customer, or amount Filter by status: All, Paid, Sent, Outstanding, Overdue.

[Audio] Recurring Invoices Automate your billing — set it once, get paid on schedule Recurring Create recurring schedules: Weekly, Monthly, Quarterly, Yearly Dashboard shows: Total Recurring, Active, Paused, Est. Monthly Revenue Auto send invoices to customers when generated Email reminders before due dates reduce late payments by 40% Pause/Resume any schedule, or generate an immediate invoice Perfect for regular maintenance contracts and retainer clients.

[Audio] Expense Tracking Record every business cost — never miss a tax deduction again Expenses Summary cards: Total Expenses, Tax Deductible, This Month Add expenses with description, amount, date, category, vendor Categories: Materials, Travel, Equipment, Fuel, Insurance, et cetera Mark expenses as tax deductible for easy reporting Search, filter by category, and filter by date range Complete audit trail of all business spending.

[Audio] A-I Receipt Scanner & Reports Snap a photo → A-I extracts the data → expense logged in seconds Ai Powered (A I ) powered receipt scanning: upload photo or P-D-F Auto extracts: vendor, amount, date, category Review and confirm before saving — you stay in control Bulk import expenses from C-S-V or Excel files Export reports as P-D-F--: Simple (B&W) or Detailed (with charts) Monthly reports ready for your accountant.

[Audio] Reviews & Reputation Management Build trust and win more customers with a strong review profile Reviews Dashboard stats: Total Sent, Not Opened, Opened, Responded One click review requests sent to customers via email/SMS Track every request through its lifecycle (A I ) powered review response generator (GPT-5.2) Professional responses for both positive and negative reviews Google Reviews integration for real time tracking.

[Audio] Review Links & QR Codes Make it effortless for customers to leave reviews Qr Codes Custom shareable review links for your business QR codes: download and print on cards, vans, invoices Customers scan → redirected to your Google Business page Track clicks and conversions per link Print ready QR codes for offline marketing Share via WhatsApp, email, or social media.

[Audio] Payment Analytics Understand your cash flow — collection rates, payment timing, and business health Analytics Business Health Score: visual gauge (Green/Amber/Red) Collection Rate: percentage of invoices paid on time Average Payment Time: how fast customers pay Payment time distribution: 0-7 days, 8-14, 15-30, 30 plus Invoice volume chart: created vs collected per week Quick Stats: Paid On Time %, Success Rate, Collected Amount.

[Audio] Tax Reports & V-A-T Returns HMRC-ready reports — V-A-T returns, (P&L)--, annual summaries at a click Tax Reports 4 report types: V-A-T Return, Profit & Loss, Annual Summary, Expenses VAT Return: Output V-A-T--, Input V-A-T--, Net V-A-T for any period Profit & Loss: Revenue vs Expenses with net profit calculation Annual Summary for year end tax filing Export as C-S-V--, J-S-O-N-, or Excel for H-M-R-C submission Date range filters for quarterly V-A-T periods.

[Audio] Email Reports & Automation Stay informed without logging in — reports delivered to your inbox Reports Configure automated email reports on a schedule Daily Summary, Weekly Revenue, Monthly (P&L) available Overdue Invoice Alerts keep cash flow top of mind Preview email before enabling — see exactly what you'll receive Customise which reports you want and when Perfect for busy traders who are on site all day.

[Audio] Broadcast Messaging Reach all your customers at once — promotions, updates, seasonal offers Broadcasts Send bulk messages via Email, S-M-S--, or WhatsApp Target: All customers, specific tags, or custom lists Personalisation tokens: }, } auto replaced Schedule for specific date/time or send immediately Track delivery: Sent, Delivered, Read, Replied Best times: Tuesday Thursday, 10am or 2pm for highest open rates.

[Audio] Notifications & Alerts Never miss a payment, review, or important business event Notifications Browser push notifications for instant alerts Payment received alerts — know immediately when you get paid New review notifications with A-I response suggestions Invoice viewed alerts — know when customers see your invoice Overdue reminders so no payment slips through Configure per channel: email, S-M-S--, or push.

[Audio] Business Settings Personalise your platform — branding, V-A-T--, payment details, and more Settings Business Name, Address, Phone, Email, Website Upload your logo — appears on all invoices and emails VAT Number and Rate — auto applied to new invoices Bank account / payment link details for invoice footers Tax year configuration for annual reporting Brand colours for a professional, consistent look.

[Audio] Subscription & Plans Simple, transparent pricing — upgrade anytime as your business grows Subscription View your current plan and included features Compare plans: Free, Starter, Professional, Enterprise Higher plans unlock: Recurring invoices, Broadcasts, Team management Upgrade or downgrade with one click Complete billing history with downloadable receipts No long term contracts — cancel anytime.

[Audio] Team Management Add your team, assign roles, and manage access permissions team View all team members, roles, and activity status Add new members — they receive an invite email Roles: Admin (full access), Manager (limited settings), Employee (own data) Control who can see what — protect sensitive financial data Deactivate accounts (preserves data) or remove entirely Perfect for growing businesses with multiple staff.

[Audio] Tips: Getting Paid Faster Best Practices Send Invoices Same Day Set Up Recurring Billing Same day invoicing improves payment speed by 30%. Use Quick Actions on your dashboard. Automate billing for regular clients. Auto send plus reminders ensure invoices are never missed. Follow Up on Overdue Request Reviews After Payment A polite follow up after 7 days recovers 60% plus of overdue payments. Happy customers who just paid are the most likely to leave a positive review..

[Audio] Tips: Growing Your Business Build Your Review Profile Use Broadcasts for Marketing Aim for 20 plus reviews and 4.5 plus rating. Use Review Requests after every completed job. Send seasonal promotions and reminders. Repeat customers are 3x more likely to book. Track Your Numbers Keep Expenses Updated Check Payment Analytics monthly. Target: 85% plus collection rate, under 14 day avg payment time. Track every expense as it happens. This ensures accurate (P&L) reports and maximum tax deductions..

[Audio] Platform at a Glance 20 plus 2 min A-I 40% Features Setup Time Faster Payments Powered Everything from invoicing to tax reports Register and start using immediately With auto send plus reminders enabled Receipt scanning, review responses, analytics.

[Audio] Everything You Get ✓ ✓ Professional Invoicing with Logo & Branding Recurring Invoice Automation ✓ ✓ (A I ) Powered Expense Receipt Scanner Customer Database & C-R-M ✓ Bulk Customer Import (CSV/Excel) ✓ Google Review Request System ✓ ✓ QR Code Generator for Reviews A-I Review Response Generator (GPT-5.2) ✓ ✓ Payment Analytics Dashboard Business Health Score ✓ ✓ VAT Return Reports (HMRC-Ready) Profit & Loss Statements ✓ ✓ Automated Email Reports Broadcast Messaging (Email/SMS/WhatsApp) ✓ Push Notification Alerts ✓ Team Management & Role Permissions ✓ ✓ Subscription Plan Management Mobile Responsive Design ✓ ✓ Ctrl plus K Quick Search Training Hub with Interactive Guide.

[Audio] Get Started in 3 Simple Steps Sign Up Set Up Your Profile Start Invoicing Create your free account in under 2 minutes. No credit card needed. Add your business details, logo, and V-A-T settings. Takes 5 minutes. Create your first invoice, add a customer, and request a review..

[Audio] Ready to Transform Your Business? Join thousands of UK traders already using Rising Local Start Your Free Account → www.risinglocal.com No credit card required Setup in 2 minutes.