For Office team · Owners
The office dashboard
Your home screen: today's jobs, cash position, pipeline health, and what needs attention.
The dashboard is the first thing office staff see after logging in. It's built from widgets — which ones you see depends on your role — that summarize the state of the business at a glance, so you know what needs attention before you go digging.
What's on it
- Lead funnel and a breakdown of visits by lead source
- Job status funnel — how many jobs are scheduled, in progress, completed, or overdue
- Contract health — contracts expiring soon
- Technician utilization / field activity
- Cash position — month-to-date cashflow and Receivables Pending (everything customers still owe you across open invoices)
- Today's activity — a live timeline of what's happened today across the workspace
- The daily work report panel — every visit logged today, with amounts and remarks
Note — Widgets are permission-dependent. If your role doesn't have access to invoices, for example, you won't see the cash widgets.
A typical morning routine
- 1
Check overdue jobs
See anything that slipped past its scheduled time and needs reassigning.
- 2
Check pending approvals
Cancellations, reschedules, or write-offs waiting on a decision.
- 3
Check cash position
Receivables Pending and this month's cashflow at a glance.
- 4
Check expiring contracts
Call customers whose contract is ending soon to renew before it lapses.
- 5
Skim today's activity
A quick timeline of everything logged today, in case something needs a second look.
Building a custom report
Click "Generate report" on the dashboard to build an ad-hoc Excel export from Leads, Work (jobs), Sales (invoices), or Payments data.
- 1
Pick a dataset
Leads, Work, Sales, or Payments.
- 2
Choose columns and filters
Every dataset includes a date range plus filters relevant to it (lead source, technician, status, payment method, and so on).
- 3
Optionally group and total
Group by a field (e.g. technician or service type) and add sums/averages — each group can become its own worksheet, or a shaded section in one sheet.
- 4
Preview, then download
A preview shows totals before you commit; download gives you a ready-to-use Excel file.
Related docs
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Reports & logs
Build custom reports, review daily field work, and audit who changed what.
Notifications
Stay on top of jobs, approvals, leave, and low stock with the in-app inbox and push alerts.
Transactions
Your workspace's cashbook — every income, expense, and transfer in one ledger.
Global summary
Roll up cash position and revenue across every workspace you run, in one screen.