Dashboard
The Dashboard gives you a real-time snapshot of your business: open jobs, revenue, upcoming work, and team activity, all in one place.
Overview
When you log in, the Dashboard is the first thing you see. It pulls live data from your tickets, invoices, expenses, and chat conversations and summarizes them into stat cards and lists. Use it to start your day, check on the team, or spot issues before they become problems.
The Dashboard respects your role. Admins see everything. Technicians see a focused view of their own assigned tickets and today's jobs.
Date Filter
Period-based stat cards respond to a period selector. Available ranges:
- This Week: Monday through today
- This Month: 1st through today
- This Quarter: current calendar quarter
- Year to Date: January 1st through today
- Custom: pick any start and end date
The selector appears in both the Service and Financial section headers. They control the same period, shown in both places so the control is visible whichever section you've dragged to the top. Switching the period instantly updates revenue, expenses, and ticket counts without a page reload.
Service and Financial Sections
The admin Dashboard is organized into two collapsible, drag-reorderable stat card sections: Service and Financial. Each section has a drag handle on the left (โ ฟ) and a SHOW / HIDE toggle button. Drag a section header to reorder them. The individual stat cards inside each section (Open, Revenue, Hours Worked, and so on) can also be dragged and dropped to reorder them within their own section โ cards don't move between Service and Financial, only within the section they belong to. Your section order, card order, and collapse state are all saved automatically to your browser.
If your layout gets messy, โบ Reset Layout at the bottom of the stat card sections restores the default order for everything โ sections, the Admin widgets, and the cards inside Service and Financial โ and expands any collapsed sections. Resetting shows a toast with an Undo option; even after that toast disappears, a Revert to Previous Layout link stays next to Reset Layout so you can still go back to how things were arranged right before the reset. It disappears once you use it (or once you reset again, which replaces what it would restore).
Service Stat Cards
The Service section shows current ticket counts by status, plus workload totals. Clicking a status card navigates to the ticket list filtered to that status.
| Card | What it shows |
|---|---|
| Tickets | Tickets created in the selected period, with the all-time total shown underneath. Clicking it opens the Tickets list filtered to that creation date range (shown as a clearable "Created X to Y" chip) rather than by status |
| Open | Tickets in Open status |
| In Progress | Tickets actively being worked |
| On Hold | Tickets paused and waiting |
| Scheduled | Tickets with a future scheduled date |
| Cancelled | Tickets cancelled in the selected period. Clicking it opens the Tickets list filtered to Cancelled status within that same date range |
| Closed | Tickets closed in the selected period. Clicking it opens the Tickets list filtered to Closed status within that same date range |
| Hours Worked | Total hours logged across tickets closed in the selected period (also shown in the Financial section). Clicking it opens the Tickets list filtered to tickets closed in that same date range (shown as a clearable "Closed X to Y" chip) |
| Miles Driven | Total miles driven across tickets closed in the selected period (also shown in the Financial section). Clicking it opens the same closed-period filtered Tickets list as Hours Worked |
Financial Stat Cards
The Financial section shows revenue, cost, and workload metrics. Period-based cards update when you change the date filter. Clicking most cards navigates to the relevant page.
| Card | What it shows |
|---|---|
| Revenue | Sum of paid ticket charges in the selected period |
| Expenses | Sum of non-reimbursed expenses in the selected period, plus any reimbursed expenses that have been billed back on an invoice (see Reimbursed expenses). Reimbursed expenses that haven't been invoiced yet are excluded since the client hasn't paid you back for them yet. |
| Net | Revenue minus Expenses for the period. Green when positive, red when negative. |
| Avg Charge | Average charge per paid ticket in the period |
| Unpaid | Tickets with a charge that have not been marked paid |
| Quotes Outstanding | Quotes sent to clients that haven't been accepted or declined yet |
| Invoices Outstanding | Non-draft invoices that have not been paid |
| Total Clients | Active (non-deleted) clients in your account |
| Hours Worked | Total hours logged across tickets closed in the period. Clicking it opens the Tickets list filtered to tickets closed in that date range |
| Miles Driven | Total miles driven across tickets closed in the period. Clicking it opens the same closed-period filtered Tickets list as Hours Worked |
| Fuel Cost | Estimated fuel cost for the period, calculated from miles driven, your vehicle MPG, and the current gas price |
| Lead Fees | Total lead referral fees logged on tickets in the period |
| Other Costs | Total miscellaneous job costs logged on tickets in the period |
Period-based cards (Revenue, Expenses, Net, etc.) also display an all-time total below the period value so you can see both at a glance.
Admin Section
Admins get a third section, Admin, below Service and Financial, holding four fixed widgets that mirror the admin sidebar: Reports, Global Settings, My Account, and Reviews. Like Service and Financial, the section itself is drag-reorderable (drag the โ ฟ handle), collapsible (โผ HIDE / โถ SHOW), and has its own copy of the same period selector described above (it drives the Reports widget's numbers). The four widgets are also individually drag-and-droppable to rearrange them in whatever order you prefer โ you can't add a fifth widget or remove one of the four, only reorder them. Each widget's header has an Open โ link to its full page (Reports, Settings, My Account, or Reviews) for anything beyond what the compact widget shows. Your section order, widget order, and collapse state are all saved to your browser.
| Widget | What it does |
|---|---|
| Reports | A dropdown in the widget's header picks which report view to show: Smart Insights โ the same auto-generated observations shown on the Reports Overview tab (revenue growth, net margin, quote win rate, ticket velocity); Revenue by Category โ a top-5 ranked list of revenue by ticket category; or Technician Leaderboard โ a top-5 ranked list of technicians by revenue closed. All three are scoped to whatever period the Dashboard's own date filter is set to, and all three require the Business plan, same as the Reports page โ other plans see an upgrade note in this widget instead. |
| Global Settings | A dropdown picks which settings group to edit inline, without leaving the Dashboard: General (Organization Name, Company Phone, Business Email, Timezone), Team (the same team roster shown on the full Team tab, with each person's role badge, plus the "show admins in technician list" toggle), or Portal (the client portal's name, hero title, and tagline). Click Save to apply changes immediately โ only the fields in the selected group are saved. This is a curated shortcut to a few frequently-changed settings, not a replacement for the full Settings page, which has everything else (logo, email setup, integrations, SLAs, security, and more, plus inviting/editing/deactivating team members). |
| My Account | A dropdown switches between Profile (your name, email, role, and an editable Start Location used for mileage calculations, with a Save button) and Security (read-only status of your password, two-factor authentication, and active session count). For password changes, MFA enrollment, or calendar connections, use the full My Account page. |
| Reviews | A dropdown switches between Overview (your average star rating plus a breakdown showing how many 5-star, 4-star, down to 1-star ratings you've received) and Recent (your last 3 review responses that include a star rating, with the reviewer's name and feedback). See the full Reviews page for the complete history. |
Calendar
At the top of the Service section, the Calendar panel summarizes your connected Google and/or Outlook calendar in a 14-day window. It's expanded by default; click the panel header (or the โบ arrow) to collapse it, and click again to bring it back. Click an event for its full details. If both calendars are connected, they're shown side by side and page together as one 14-day window. The panel also shows a โ Manage calendars link that jumps straight to the calendar section on My Account, where each user connects or disconnects their own calendar (see Calendar sync). On phones the widget stacks its two calendars vertically, drops non-essential labels rather than hiding, and stacks each event's date above its title (instead of side by side) so the full title is readable instead of being cut off.
Use โน Previous 14 days and Next 14 days โบ to page back through past periods or ahead into the future โ useful for checking what was on the calendar a few weeks ago, or planning further out than the default window. Once you've paged away from today, a Jump to Today link appears to snap straight back to the current 14-day window.
Ticket tables on the Dashboard
The Pinned, Today's Jobs, Upcoming Jobs, Unassigned Tickets, and Recent Jobs panels all use the same table as the Tickets list, with the same columns in the same order. To change which columns appear, or to reorder them, use the โ Columns picker on the Tickets page, or drag a column header there โ the dashboard picks up the change immediately, and vice versa.
Columns available: Ticket #, Description, Client, Phone, Email, Location, Assigned To, Priority, Paid, Status, Scheduled, Hours, Miles, Charge, Date Created, Work Type, Lead Fee, and Revenue. Ticket #, Client, and Status are always shown; Phone, Email, Hours, Miles, Work Type, Lead Fee, and Revenue are hidden by default. Date Created is shown by default but can be hidden too. Tickets assigned to you show Me in the Assigned To column. The Scheduled column only shows a date while it's still in the future โ once the date has passed it clears, so old dates don't sit stale on the dashboard; the full reschedule trail is on the ticket itself under Schedule โ History. On phones each panel switches to a compact card layout instead of the table. Click a sortable column header to sort a panel by that column, where enabled.
Pinned Tickets
If you have pinned any tickets, a Pinned panel appears inside the Service section, above Today's Jobs. Pinned tickets stay visible here regardless of status, so you can track jobs you're actively watching without filtering the ticket list. By default, any pinned ticket with Scheduled status floats to the top (soonest scheduled date first), whether that date is still ahead or has already passed, so you don't miss it; click a column header to sort by that column instead, which fully overrides this default ordering. Once a column is sorted, a โบ Clear sort link appears above the table to go back to the default โ clicking the same column header a third time (past ascending and descending) does the same thing.
To pin a ticket, open it and click the pin icon in the top-right action strip, use the โฎ menu on a Tickets list row, or click the tilted ๐ icon at the end of a row in the Today's Jobs, Upcoming Jobs, Unassigned Tickets, or Recent Jobs panels below. Servelo also asks directly right after you create a new ticket, and right after you close a pinned one. Pins are per-user; pinning a ticket only pins it for you, not for the whole team. To unpin, click the upright ๐ icon directly on the pinned row in this panel, no need to open the ticket. Unpinning shows an Undo button on the confirmation toast for a few seconds if you didn't mean to.
Today's Jobs
Inside the Service section, Today's Jobs lists every ticket with a scheduled date set to today. Click any row to open the ticket, or the pin icon to pin it to the panel above.
Upcoming Jobs
Below Today's Jobs is a list of all tickets scheduled in the next 7 days. Sorted by scheduled date ascending, it gives you a forward view of work without opening the full ticket list.
Unassigned Tickets
If any open or in-progress tickets have no technician assigned, an Unassigned Tickets panel appears in the Service section. This is a quick-catch list so jobs don't fall through the cracks. The panel only appears when there are unassigned tickets; it disappears automatically once all tickets are assigned.
Recent Jobs
The Recent Jobs panel shows the most recently created active tickets. Click any row to open the ticket.
Live Chat
The Chats panel inside the Service section shows all open chat conversations. Rows highlighted in red have an unread visitor message that needs a reply. Click any row to open that conversation in the Chat inbox. The count in the panel title updates in real time.
Top Clients
Inside the Financial section, Top Clients by Revenue ranks your clients by total paid revenue for the selected period. Click a client name to open their client detail page. Click the revenue amount to go to the Revenue page filtered to that client.
Upcoming Reminders
Any reminders set on tickets across your team appear in the Upcoming Reminders panel below the stat sections. Each row shows the scheduled time, note, linked ticket, and the user the reminder is assigned to. Click the ticket link to open it. To add a reminder, open a ticket and use the Reminders section in the sidebar.
Technician Dashboard
When a user with the Technician role logs in, the Dashboard shows a focused view of their assigned work:
- Stat cards scoped to their own tickets: My Open, In Progress, Scheduled, On Hold, Closed (period), Hours Logged (period), Miles Driven (period). Closed, Hours Logged, and Miles Driven are clickable and open the technician's own tickets closed in that period
- Today's Jobs and Upcoming Jobs filtered to their assigned tickets
- Recent Tickets assigned to them
- Chats: the same open chat list admins see, so techs can pick up incoming conversations
- Outstanding Invoices: unpaid invoices across the org, so techs can see what's still owed
Technicians do not see org-wide revenue, expenses, top clients, or the Financial section. Those remain on the admin dashboard only.
Tips
- Use Year to Date before a client meeting to see total revenue and ticket count for the year.
- Check Today's Jobs each morning. If a ticket shows no assigned technician, assign it before the day starts.
- The Unassigned Tickets panel is your daily staffing check. If it's showing, someone needs to pick up those jobs.
- The Expenses card excludes client-funded (reimbursed) costs, so it reflects only your actual business spend.
- Connect your calendar from My Account to see the Calendar panel at the top of Service. It's the fastest way to check what's on your schedule without leaving the Dashboard.
- Drag the Financial section above Service if you prefer to lead with numbers. Your layout persists across sessions.