Skip to help content

Dashboard

How to read the dashboard

Use the dashboard to review sales, collections, active jobs, and today's agenda from one screen.

Updated

For: Owner, Admin

1. Read the main cards

  1. Open quotes shows quotes still waiting to close.
  2. To collect summarizes invoices with a balance due.
  3. Active jobs shows scheduled and late jobs.
  4. Collected this month helps compare collections against last month.
Main dashboard cards

2. Review today's agenda

  1. Use Today to see the day's visits.
  2. Use Tomorrow to prepare ahead.
  3. Review customer, visit, team, and status.
  4. Open the calendar if you need to move a visit.
Today agenda on the dashboard

States you may see

Overdue

Means: The visit or job needs follow-up because its time or date passed. Next step: Open the job or calendar.

Needs attention

Means: Important items are grouped for review. Next step: Open the row and resolve the most urgent item.

To collect

Means: There are invoices with a balance due. Next step: Review the invoice, send a reminder, or record payment when appropriate.