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Dashboard

What dashboard alerts mean

Understand collection, job, agenda, and pending alerts so you can act without guessing.

Updated

For: Owner, Admin

1. Alerts in the cards

  1. To collect shows pending money and invoice count.
  2. Active jobs separates scheduled and late jobs.
  3. Collected this month shows whether the month is up or down against last month.
Dashboard metric alerts

2. Needs attention

  1. Use this block as a short list of important items.
  2. The number tells you how many items are inside the group.
  3. Open the group to review details.
Needs attention alert on the dashboard

3. Alerts in the agenda

  1. The Overdue state means a visit needs follow-up.
  2. Review customer, visit, and assigned team.
  3. Open the calendar or job to take action.
Overdue state in dashboard agenda

States you may see

Overdue

The visit or job is past its expected date or time.

Pending

An action has not been completed yet.

Needs Invoice

The job may need an invoice to close collection.

Partial Payment

A payment exists, but a balance remains.