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Dashboard

How to prioritize pending jobs, payments, and follow-ups

Use the dashboard to decide what to handle first when work is overdue, visits are due today, or invoices need collection.

Updated

For: Owner, Admin

1. Start with Needs attention

  1. Review the total number of items.
  2. Open the row to see which group needs action.
  3. If you see jobs, review schedule, status, and assignee.
  4. Return to the dashboard to confirm the priority dropped after you resolve it.
Needs attention block on the dashboard

2. Compare attention, agenda, and payments

  1. Handle overdue items first.
  2. Then review today's visits.
  3. After that, review invoices to collect.
  4. Use the calendar when you need to reschedule.
Today agenda for prioritizing work

States you may see

Overdue

First priority: it can affect the customer experience.

Needs attention

A group of items that needs owner or admin review.

To collect

Invoices waiting for payment or follow-up.

Today

Visits you should review for the current day.