The dashboard is the first page you see after signing in on a computer. It's made of cards — cash collected, who owes you, today's schedule, and more — and you choose which cards you see and in what order.
Open it any time from Dashboard at the top of the left sidebar.
Pick the time period
The buttons at the top — Today, Week, Month, Quarter, Year — set the period for the whole dashboard. Change it and every card updates.
Customize your dashboard
Click Customize at the top right (on smaller screens it's the sliders icon). It's only on computers; the dashboard you set up also shows on your phone.
Pick a starting point
What do you want to see? offers ready-made dashboards. Click one and you're done:
| Choice | Shows |
|---|---|
| Am I making money? | Cash collected, what is still owed, and what needs chasing |
| What's happening today? | Today's schedule, what needs doing, and what your team is up to right now |
| A bit of everything | The money numbers plus how today is going |
Below them, Built for one job has dashboards for a single role in the office:
| Choice | Shows |
|---|---|
| Executive | Cash in, what you billed by department, money owed, and how many scheduled jobs got done |
| Marketing | Leads per channel by week, revenue by source, and calls per number |
| Customer service | Today's board, calls, booking rate, and jobs still waiting for a date |
| Office admin | Timesheets to review, QuickBooks sync, renewals, overdue tasks, and who owes you |
A starting point only appears if you can see at least some of its cards, and any card your role can't see is left out.
To fine-tune instead, click Let me pick card by card. Leave it as it is closes without changing anything.
Pick your cards
On Pick your cards, click Change on any card:
- Put something else here — swap it for a different card.
- Move up / Move down — change its position.
- Take this off my dashboard — remove it.
Click Add a card at the bottom to add one. Start over puts back the standard dashboard the app comes with, and Back to the simple choices returns to the starting points.
Click Done
Your dashboard is saved for you. Everyone on your team has their own dashboards, so your changes don't affect anyone else.
Want to size and place cards yourself? At the bottom of Pick your cards, click Arrange it myself. You can drag cards around, resize them, and use a card's options menu to change how it's drawn (for example bars or a donut). Click Save when you're done, or Reset to standard to go back to the dashboard the app comes with.
More than one dashboard
You can keep up to five dashboards — say one for money and one for today's work — and switch between them with tabs at the top of the page.
Add a dashboard
- With one dashboard, click New dashboard next to Customize (on smaller screens it's the + button next to Customize).
- From the second dashboard on, open the ⋯ menu after the tabs and pick New dashboard.
- On the Customize screen, Add a new dashboard instead does the same.
Pick a starting point as above and it becomes a new tab, named after what you picked (for example Money or Today). Choose Let me pick card by card to build it from scratch instead. Once you have five, the menu shows Five dashboards is the limit; delete one to make room.
Manage your dashboards
The ⋯ menu after the tabs acts on the dashboard you're on:
| Option | What it does |
|---|---|
| New dashboard | Starts another dashboard. |
| Rename | Changes the name on its tab. |
| Duplicate | Makes a copy you can change. |
| Share with a role | Owners and admins only. See below. |
| Delete | Takes the dashboard off your tabs. Your other dashboards and everyone else's stay as they are. |
Customize always changes the dashboard you're on. On a phone, the tabs sit in their own row above the cards and scroll sideways.
Share a dashboard with a role
Owners and admins can give a dashboard to everyone in one or more roles — for example, an Office admin dashboard to your office staff.
- Open the dashboard and choose ⋯ → Share with a role.
- Tick the roles that should get it.
- Click Share.
Everyone in those roles gets it as a tab, with nothing to set up. It shares the dashboard as it is now; if you change it later, share it again to update their copy. The same window lists your other Shared dashboards so you can update or stop any of them.
To stop sharing, untick every role and click Stop sharing. It comes off the tabs of everyone it was shared with; anyone who already changed it keeps their own copy.
If a dashboard was shared with your role, its tab shows a people icon. You can't delete it, but you can change it — doing so saves your own copy and leaves everyone else's alone.
The cards
Money
| Card | What it shows |
|---|---|
| Cash collected | Money collected over time, with today, this week, this month, year to date, and average ticket |
| Money waiting | Unpaid invoices, minus anything already collected |
| Who owes you | Unpaid invoice dollars grouped by how overdue they are |
| Needs your attention | What's stuck: overdue invoices, aging balances, expiring estimates, lapsing members |
| Job profitability | Gross margin split across service, install, and maintenance |
| Revenue by service line | Cash collected split across service, install, and maintenance |
| Invoiced revenue | What you billed this period: sent, paid, awaiting, and overdue |
| Revenue by department | Invoiced revenue split by department, such as service and install |
| Revenue year over year | Each month's cash collected next to the same month last year |
| Parts & expenses | Purchase order spend this period, with your biggest vendors |
Today's work
| Card | What it shows |
|---|---|
| Today's schedule | Techs out, jobs scheduled, in progress, unassigned, and ready to invoice, with a link to dispatch |
| Today's actions | A short to-do list: invoice, follow up, chase, review |
| Team activity | A running feed of what your team is doing |
| Jobs completed | Jobs finished in the selected period |
| Job volume | Jobs booked this period by status or job type, against last period |
| Completion rate | Completed jobs out of the jobs scheduled this period, cancelled left out, against the period before. Report opens the Job Volume report. |
| Unscheduled jobs | Open jobs with no date yet, and how many have no tech |
Sales & calls
| Card | What it shows |
|---|---|
| Estimate win rate | Share of decided estimates that were approved |
| Estimate pipeline | Where every open estimate sits, and the dollars still on the table |
| Sales by seller | Approved estimate dollars per person |
| Where jobs come from | Jobs booked this period by source: calls, online, referrals |
| Sales performance | Calls answered, jobs booked, and estimate close rate |
| Calls today | Inbound calls since midnight |
Marketing
| Card | What it shows |
|---|---|
| Revenue by lead source | Paid-invoice dollars per marketing source |
| Calls by phone number | Incoming calls per tracking number |
| Leads by channel, weekly | New jobs per week for eight weeks, by channel |
Your team
| Card | What it shows |
|---|---|
| Tech leaderboard | Revenue, jobs, average ticket, and on-time rate per tech |
| Service quality | First-time-fix rate and callback rate |
| Hours & payroll | On-site, travel, and idle hours this period, with the billable share |
| Active members | Customers on a maintenance membership right now |
| Membership revenue | Monthly recurring revenue from active memberships |
Office admin
| Card | What it shows |
|---|---|
| Timesheets to review | Flagged shifts waiting for the office |
| QuickBooks sync | Records waiting on a decision, and records on their way |
| Memberships renewing | Memberships that renew in the next 30 days |
| Overdue tasks | Open tasks past their due date, for everyone on the team. Open goes to the team's task list. |
Why you might not see every card
| Reason | What happens |
|---|---|
| Your role | Money, sales, team, and membership cards need access to reports: Cash collected, Money waiting, Who owes you, Job profitability, Revenue by service line, Invoiced revenue, Revenue by department, Revenue year over year, Parts & expenses, Revenue by lead source, Calls by phone number, Memberships renewing, Estimate win rate, Estimate pipeline, Sales by seller, Sales performance, Tech leaderboard, Hours & payroll, Active members, and Membership revenue. Dispatchers (and any custom role without reports) don't see those cards. |
| Your phone setup | Calls today, Sales performance and Calls by phone number only appear if your account can receive calls (Voice or the AI Receptionist). |
| Other access | Leads by channel, weekly, Unscheduled jobs, Completion rate and Overdue tasks need access to jobs. Completion rate shows its Report link only to people who can open the Job Volume report. Timesheets to review needs permission to edit timesheets. QuickBooks sync needs QuickBooks connected and access to the QuickBooks settings. |