Main Dashboard
Your dashboard is your command center for daily operations:
- Today's schedule and upcoming appointments
- Recent activity and notifications
- Quick stats on revenue, jobs, and team performance
- Shortcuts to frequently used features
- Important alerts and reminders
Key Metrics
Monitor your business health at a glance:
- Revenue: Today, this week, this month, year-to-date
- Jobs: Completed, in progress, scheduled
- Invoices: Paid, pending, overdue
- Estimates: Sent, accepted, pending
- Team Utilization: Hours worked and availability
Customizing Your View
Personalize your dashboard:
- Rearrange widgets by dragging and dropping
- Show or hide specific widgets
- Set date ranges for metrics
- Create custom views for different roles
- Save favorite reports for quick access
Quick Actions
Access common tasks from your dashboard:
- Create new project, estimate, or invoice
- Add new client
- Schedule appointment
- Record payment
- Send message to team
- Generate report