Overview & Action Center

Steps

1. Review key indicators for services, routes, tasks, reminders, issues and alerts at a glance.
2. Use the action center to spot visits missing photos, route exceptions, overdue tasks and recurring problems.
3. Click any card to jump straight into the related area and resolve it.
4. 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.

Related guides

• Notifications Hub A single place that gathers pending items and important events so nothing gets missed across the team.
• Daily Briefing A morning summary that prepares the office and the field for the day: workload, pending items, route risks, filters due and upcoming holidays.
• Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.