The dashboard

The dashboard is the first screen most owners see. It tells you what needs doing today, what’s assigned to you, and how the business is doing in money terms.

On a computer, click Dashboard at the top of the menu on the left. On a phone, owners have Dashboard in the bottom bar.

Needs attention

Available on Standard and above

The Needs attention cards are on the Standard and Enterprise plans.

Compare plans

Needs attention (“Things waiting for you today”) is a row of cards. Each card shows a count, and tapping it opens the matching list. For example, Jobs due opens the jobs whose delivery date is today.

A card only appears when its count isn’t zero, and only for features your plan has. The cards you can see:

Card	What’s waiting
Jobs due	Jobs due for delivery today
Unanswered comments	Customer comments on jobs waiting for a reply
Invoices due	Job invoices due today
Quotations pending approval	Quotations the customer hasn’t approved yet
Tasks due	Tasks due today
Lead follow-ups	Lead follow-ups due today
Low stock alerts	Parts running low
Pickups & deliveries	Pickups and drops scheduled for today
Outsourced jobs	Jobs still with an outside repairer
Supplier payments due	Purchases due for payment today
Self check-in approvals	Self check-in forms waiting for your approval
Rentals overdue / Rental renewals	Rentals past their return date, and rentals due for renewal this week
AMC renewals	Service contracts expiring this week
WhatsApp replies waiting	Customers waiting for a WhatsApp reply, if you’ve connected a WhatsApp number

If nothing is waiting, the whole section is hidden. The cards follow the business you’ve picked at the top of the screen.

Your assigned work

On a computer, Your assigned work lists what’s assigned to you, in tabs: Assigned jobs, Assigned tasks, Assigned leads and Assigned scheduled pickups. Tasks and leads need the Standard plan, and pickups need Basic or above. A tab only shows if you’re allowed to see that list.

On a phone, technicians have Assigned in the bottom bar instead.

Business performance

Owners and admins see Business performance: money figures for a period. It starts on Last 30 days, and you can pick other dates.

Figure	What it means
Paid	Payments received for jobs, sales and service contracts (AMC)
Total expense	Your expenses plus your purchases
Total business	Payments for completed jobs and sales (not open, cancelled or rejected jobs), plus service contract value
Total due amount	Total business minus what’s been paid
Net profit	Total business minus total expense
Total commission	Commission earned by your staff, if you use commission

Each figure shows how it changed compared with the period before. A figure that is zero is not shown.

Other staff who can see reports get a simpler set of counts instead. A technician sees Assigned jobs, Assigned leads, Assigned tasks and Assigned delayed jobs.

Below this you also see Recently viewed: the records you opened last.

One business or all of them

If you have more than one business, Business performance has a Business box. It starts on All businesses, which adds up every business. Pick one business to see only its figures. Leads and tasks belong to the whole account, so they show the same numbers whichever business you pick.

The Dashboard page inside Reports

Reports also has a page called Dashboard (under Overview). It is a fuller version for owners:

• Cards for Revenue (money received), “Active Jobs”, “Pending Tasks” and “New Leads”, then Total Revenue, Received, Due, Expenses and Net Profit.
• An Overview tab with a revenue chart and the mix of where it came from.
• A Quick stats tab and an Alerts tab. Click a card to open the matching list, already filtered.

You can pick dates, a business, and Compare to prior period, just like the Jobs report.

Good to know

• Don’t see the money figures? They need permission to View reports. Ask your shop owner.
• The numbers don’t match a report? The dashboard counts money received by payment date, while the Jobs and Sales reports count jobs and sales by the date they were booked.