Your dashboard
Read the dashboard in one sweep: today's numbers, alerts that need action, recent orders, and today's appointments.
The dashboard is the first page you see after signing in — a one-screen answer to "how is the shop doing right now, and what needs my attention?" Everyone in the shop sees the same layout; what you do with it depends on your job.
Read the four number cards. Across the top: Open Orders (jobs still in the shop), Month Revenue (this month's closed work, with a percent-change comparison to last month), Today's Appointments, and Outstanding AR (the total your customers still owe).
Glance at the revenue chart. The 12-Month Revenue bar chart shows each month's closed revenue, with the current month highlighted — a quick gut-check on whether the shop is trending up or down. On a phone this compresses to a one-line "This month" stat.
Act on the amber alerts. When something needs attention, amber banners appear below the chart: orders past promise date (click View open orders to see them) and parts at or below reorder point (click Review inventory to restock). In a multi-location shop the low-stock count follows your location switcher and says which location it's counting. No banners means nothing is overdue and nothing is short — a good morning.
Polish your write-ups. If you wrote line descriptions today on open orders, a Polish-my-day card lists them so you can AI-clean them into customer-ready wording in one batch before invoices go out. The card only appears when you have unpolished descriptions from today — most days it's simply not there.
Scan Recent Orders. The table lists the latest tickets — order number, customer, vehicle, status, and total. Click an order number to open it, or View all for the full list.
Check Today's Appointments. When anything is booked for today, a panel lists each appointment with its time, customer, vehicle, assigned tech, and a link to its order if one exists. View schedule takes you to the full calendar.
Start work from here. The New Ticket button at the top right opens a fresh repair order write-up — the most common next move after the morning read.
How each role reads it
Your morning sweep: Month Revenue and the 12-month chart for trend, Outstanding AR for cash you're waiting on, then the amber banners. Overdue orders are broken promises — chase those first. From here you'll usually head to Reports or Accounting → AR Aging.
Open Orders and Today's Appointments are your day. Check the overdue banner before the phones start — those customers are about to call you. Use New Ticket for walk-ins and the appointments panel to prep for scheduled drop-offs.
The low-stock banner is yours: click Review inventory to see every part at or below its reorder point and turn the list into purchase orders. In a multi-location shop, flip the location switcher to check each store — or All for the combined picture.
The dashboard shows the shop's pulse, but your day-to-day home is the Field Portal (if your shop uses it) or Service → Tickets filtered to your assignments. The Polish-my-day card is worth a look at day's end — it cleans up the line notes you wrote so they read well on the customer's invoice.
Not everyone sees the money cards
Month Revenue and the revenue chart show to people who can open reports; anyone else sees Overdue Tickets in that spot. Outstanding AR shows to people who can open reports and see customer balances; anyone else sees Low Stock. An owner can show store revenue to every role with Show store revenue on everyone's dashboard in What each role can see.
What happens behind the scenes
The numbers come straight from your live data — nothing is entered by hand. Month Revenue counts orders closed since the first of the month; Outstanding AR totals every customer's unpaid balance; the low-stock count compares each stocked part's on-hand quantity to its reorder point at your selected location. Estimates don't count as revenue until they become real, closed work.
Troubleshooting
The dashboard counts stock for the location selected in the location switcher. If the switcher says one location and you're thinking of another, the numbers will differ. Set the switcher to All to count across every location.
The card only counts orders that have been closed this month. Work that's finished but still sitting at completed-or-invoiced status isn't in the number yet — close out those tickets and the revenue follows.
That's normal. It only shows when you personally wrote line descriptions today that haven't been polished yet, on orders that are still open. Once they're polished — or the orders close — the card goes away until you write new ones.
With no orders yet, the cards read zero, the chart is hidden, and the Recent Orders table offers a Create your first order link. Everything fills in as you write your first tickets.
Related
A tour of the app
Learn the layout: the sidebar, global search, in-app help, the location switcher, and where to sign out.
Your notifications
The bell in the top bar holds the alerts sent to you — a job marked complete, a customer request, an IBS file that didn't send. Read them, follow them, and choose whether they also reach your email.