The Admin Dashboard allows you to see your business at-a-glance. You can navigate to the dashboard any time by clicking Dashboard at the top of the left panel on your screen. Your dashboard allows you to see your outstanding invoices, gross revenue, scheduling and more.




Quick Action Controls

Located at the top left of the screen, these buttons allow you to quickly perform key administrative workflows:

  • Manage Invoices: Access billing and invoice management.
  • View Reports: Generate and review operational and financial performance reports.
  • + Add Product: Add new products or inventory items to your catalog.
  • + Add Customer: Create a new customer profile.
  • + Create Estimate: Draft a new job estimate for a customer.


KPI Summary Cards
Track high-level metrics across your business at a glance:

  • Scheduled Routes/Services: Total count of active routes/services currently on the schedule.
  • To Be Rescheduled: Number of unassigned or pending services requiring rescheduling.
  • Gross Revenue: Total revenue generated during the current month.
  • Completed Services: Count of successfully completed jobs for the current month.
  • Outstanding Invoices: Total dollar amount of unpaid customer invoices.


Weather Widget
Displays current weather conditions and a 10-day forecast based on your service location to help plan field operations around weather disruptions.


Scheduled Services & Dispatch Calendar

The Scheduled Services panel allows dispatchers and managers to view, filter, and assign daily workloads:

  • Calendar & Filters:
    • Use the interactive monthly calendar to jump to specific dates.
    • Use the Filter by Technician drop-down menu at the bottom left to view schedules for all field staff or specific technicians.
  • Daily Schedule Views:
    • Displays side-by-side day columns (e.g., September 4th and 5th) showing assigned customer stops, job locations, and account names.
    • Use + Assign Service or Manage Routes/Services at the top of the section to adjust schedules or reassign stops.


Technician Scoreboard

Located at the bottom right, the Technician Scoreboard gives you an overview of the progress individual employee progress for selected dates:

  • Filter by Date: Adjust the date range to evaluate performance for a single day or range.
  • Progress Tracking: Displays technician activity, completion percentages, and total square footage or job volume completed (e.g., 0% | 0 / 587,556 sq ft).