Understand your dashboard

Understand your dashboard

Audience: Owner, Office admin
Plan: All
Platform: All
Time to complete: ~5 minutes

Overview

The dashboard summarizes revenue, upcoming work, and onboarding tasks so you know what to do next.

Steps

  1. Sign in and open Dashboard (default home on web; first tab on mobile).
  2. Review KPI cards (revenue, jobs, customers, open invoices).
  3. Open Get Started or checklist items if you are new.
  4. Use quick links to Jobs, Estimates, or Invoices from widgets.

Verify it worked

Numbers match recent activity when you drill into each module.

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Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].