Dashboard & Daily Operations
Overview & Action Center
The home dashboard shows live KPIs and an action center that surfaces exactly what the office should handle next.
Where to access
Open Overview, the first item in the admin workspace.
Related
How it works
- Review key indicators for services, routes, tasks, reminders, issues and alerts at a glance.
- Use the action center to spot visits missing photos, route exceptions, overdue tasks and recurring problems.
- Click any card to jump straight into the related area and resolve it.
- Arrange the cards to match your team's daily routine.
Tips
- Treat Overview as your first screen every morning before opening individual modules.
- Quality alerts here help you catch problems before customers do.