Jobs dashboard
Jobs today, to schedule, late and completed this week; where all jobs stand in one bar.
What is happening today, how the week is going, at a glance.
On the home page: dashboards for jobs, customers, estimates, invoices, team, services and materials, and stock. The numbers update live.
What you can do
Today, by job or by team
Today’s jobs in tabs by status, or by technician: who is on which job.
Needs attention
Jobs past their start time, left open, urgent or on hold in one list.
Recent activity
Status changes, notes and comments: who and when.
Money and customer dashboards
Waiting to be paid, overdue, paid this month; new and top customers; estimate win rate.
Team and stock dashboards
Jobs and work value per person; stock cost, sale value, critical stock.
How it works
- 1
Open
The home page opens on the Jobs dashboard.
- 2
Choose
Switch dashboards with the tabs at the top.
- 3
Click
Every number opens the list behind it.
Questions
Do dashboards refresh by themselves?
Yes. When something changes they update within seconds.
Do technicians see dashboards?
No. Dashboards are for the office.
What about apps that are off?
A switched-off app’s dashboard is hidden too.
Use it with
Jobs and schedule
Open a job in seconds when a customer calls, drag it to a technician on the schedule, and follow every step live. Nothing slips, nothing gets mixed up.
Learn moreInvoices and payments
A completed job drafts its own invoice. VAT per line, discount, due date and payment records in one place; overdue invoices get reminders.
Learn moreStock
Count your materials per warehouse and vehicle. Materials added to a job come off the technician’s vehicle, transfers are confirmed on receipt, and critical stock warns you.
Learn moreReady when you are.
Create your company, invite your team and open your first job today.