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3. Dashboard

User & Administration Guide — Version 1.0.0.29

Guide summary

Summary KPIs and charts for revenue, work orders, customers, and response time.

On this page

Open Dashboard from the MAIN section. Review KPI cards and charts before drilling into Work Orders or the Scheduler.

3.1 KPI Cards

  • Total Revenue — completed work order revenue.
  • Active Work Orders — jobs in progress across the pipeline.
  • Total Customers — registered customer accounts.
  • Avg Response Time — average time to first response on new jobs.

3.2 Charts and Recent Jobs

  • Work Orders by Status — distribution across New, Scheduled, En Route, On Site, and Completed.
  • Priority Mix — open jobs grouped by priority level.
  • Service Type Breakdown — mix of maintenance, repair, installation, and other service types.
  • Recent Work Orders — click any row to open the detail panel.

Use New Work Order in the header to create a job without leaving the dashboard.

Dashboard KPI cards and charts
Dashboard — KPI cards, status charts, and recent work orders.

Chart colors follow your Appearance theme accent. Dashboard widgets can be configured under Settings → Dashboard.