Office Dashboard

Your whole operation, worst problems first.

A dashboard each person arranges for themselves: what needs attention across money, quotes, jobs, compliance, team and safety, the week ahead, cash coming in, the pipeline and the health of your service contracts, with one click actions and a question bar that answers in plain English.

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Needs your attention

Overdue invoices, quotes with no reply, unstaffed bookings, overdue inspections, critical defects without a quote and AFSS due, in one list.

Arranged your way

Drag, resize and fold sixteen widgets, or start from a preset. Each person keeps their own layout.

Ask about your business

Type a question and get a plain answer with the numbers and a chart, limited to what you are allowed to see.

How it works

One screen to start the day

The office dashboard is built to answer one question every morning: what needs doing first.

Everything that is late or about to be

The attention list pulls from six areas: money, quotes, jobs, compliance, team and safety. Show it as a list, grouped, in columns or as a checklist, all items or only the late ones, and tick things off as you deal with them.

Money

Overdue invoices, finished jobs not invoiced and drafts waiting to go.

Compliance

Overdue inspections, visits not done, critical defects with no quote and AFSS coming due.

One click

Send a payment reminder, follow up a quote or approve leave from the list.

FAQs

Frequently asked questions

The dashboard home is for access level 6 and up, typically owners and senior office staff. Technicians use the field app.

Yes. Layouts are saved per person, and an owner can set a company default to start from.

No. The question bar and the suggestions only read your data, within the access of the person asking.

No. It is built from rules over your own data, so it is the same facts every time.