Dashboard consist of all the details you would want to have a look on at first sight as soon as you log in. They are as follows-

  • Weekly Summary
  • Weekly Revenue
  • Recent Activity
  • Today's Open Service Calls and Field Staff Last Location
  • Create Work Order/ Customer/Estimate



Weekly Summary

You can see the number of invoices you had created this week


Weekly Revenue

To keep track on the revenue generated on the current week, you just need to click on the revenue button.


Recent Activity

It includes the most recent jobs created i.e. Estimate, Work Order, Invoice with their companies name and status. To know the information of the most recent activities you just have to have a look on this portion of the dashboard.


Today's Open Service Calls and Field Staff Last Location

A live map where you can watch the customer and their locations with today's open services and the last locations of the field engineers.

Create Work Order/ Customer/Estimate

Last but not the least the button it includes will take you to direct option to create work order, new customer and estimate The best option to save your time.