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
Most stat cards respond to the period selector at the top of the Dashboard. 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
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. Your layout and collapse state are saved automatically to your browser.
Service Stat Cards
The Service section shows current ticket counts by status. Clicking a card navigates to the ticket list filtered to that status.
| Card | What it shows |
|---|---|
| Open | Tickets in Open status |
| In Progress | Tickets actively being worked |
| On Hold | Tickets paused and waiting |
| Scheduled | Tickets with a future scheduled date |
| Waiting | Tickets waiting on something external (parts, customer, etc.) |
| Overdue | Open tickets with a due date in the past. Click to filter the ticket list to overdue items. |
| Closed | Tickets closed in the selected period |
| Cancelled | Tickets cancelled in the selected period |
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. Reimbursed expenses (client-funded equipment, etc.) are excluded since the client covered those costs. |
| 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 in the period |
| Miles Driven | Total miles driven across tickets in the period |
| 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.
Pinned Tickets
If you have pinned any tickets, a Pinned Tickets panel appears at the top of the Dashboard above the stat sections. Pinned tickets stay visible here regardless of status, so you can track jobs you're actively watching without filtering the ticket list.
To pin a ticket, open it and click the pin icon in the top-right action strip. Pins are per-user; pinning a ticket only pins it for you, not for the whole team.
If a pinned ticket has a scheduled date, it appears below the status badge with a calendar icon so you can see when it's due at a glance.
Today's Jobs
Inside the Service section, Today's Jobs lists every ticket with a scheduled date set to today. Each row shows the ticket number, title, client name, phone, email, address, assigned technician, priority, paid status, ticket status, hours, miles, charge, and scheduled time. The scheduled date and time appear directly beneath the status badge with a calendar icon. Click any row to open the ticket. The address column links directly to Google Maps directions.
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. Same columns as Today's Jobs, including the scheduled date shown under the status badge.
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. Each row shows ticket number, title, client, contact info, address, assigned technician, priority, paid status, status (with scheduled date if applicable), hours, miles, charge, and creation date. 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, Waiting, Closed (period), Hours Logged (period), Miles Driven (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 Overdue card is a good health signal. If it keeps climbing, tickets are slipping past due dates without being closed or rescheduled.
- The Expenses card excludes client-funded (reimbursed) costs, so it reflects only your actual business spend.
- Drag the Financial section above Service if you prefer to lead with numbers. Your layout persists across sessions.