Accessing the Dashboard #
Click Dashboard in the left navigation menu. This is typically your default landing page after logging in.
Key Performance Indicators (KPIs) #
At the top of the dashboard, you’ll find summary cards showing critical metrics:
- Total Jobs: Number of work orders in the selected period
- Completed Jobs: Successfully finished service calls
- Revenue: Total invoiced/collected amount
- Pending Invoices: Outstanding invoice amount
- Customers: Total active customers
Filtering by Date Range #
Use the date filter at the top to view metrics for specific periods:
- Today: Current day’s performance
- This Week: Week-to-date metrics
- This Month: Month-to-date performance
- This Quarter: Quarterly overview
- This Year: Year-to-date summary
- Custom Range: Select specific start and end dates
Dashboard Charts #
Work Order Status Chart #
A pie chart showing the distribution of work orders by status:
- Scheduled (Blue): Upcoming jobs
- In Progress (Yellow): Currently being worked on
- Completed (Green): Successfully finished
- Canceled (Red): Canceled jobs
Click on any segment to drill down into those specific work orders.
Revenue Trends #
A chart displaying revenue over time, comparison with previous periods, and trend indicators.
Technician Performance #
See jobs completed per technician, average ratings, and revenue generated.
Period Comparison #
- Enable Compare Mode using the toggle
- Select a comparison period
- View side-by-side metrics with percentage changes
Quick Actions #
- + New Work Order: Create a job directly
- + New Customer: Add a customer quickly
- View Calendar: Jump to scheduling
- View All Jobs: See complete work order list
Exporting Dashboard Data #
- Click the Export button
- Choose format (PDF, Excel, CSV)
- Select the date range
- Download the report
