Documentation
Dashboard
The first screen you see, built to tell you what needs doing today.
The admin view
- Leads to Review — the newest enquiries nobody has touched yet. This is the list that costs you money if you ignore it.
- Open jobs from previous days — a warning banner when jobs were left open, with Review taking you straight to them.
- Today's Appointments — what's booked, in order.
- Follow-Up Reminders — what's due, with a +N more pill through to the full list.
- This week at a glance — New Leads, Scheduled Jobs, Completed Jobs, and a Revenue card you can switch between Day, Week, and Month, with cash shown separately underneath.
If you're brand new
The dashboard shows a short setup card and points you at Add your first lead or Add a customer. There's also an install card early on so you can add the app to your phone's home screen and receive notifications.
The technician view
Technicians see Today's Plan instead:
- Today's date
- Jobs Today and Reminders counts
- A Route Plan starting at your home base and listing the day's stops in driving order
Good to know
- Everything on the dashboard is a shortcut — tap any card to open the full page behind it.
- Revenue figures follow the same rules as the Reports page, so the numbers always agree.
Where to find it
It's the screen you land on after signing in. Desktop: sidebar → Dashboard.