01What it is
The daily dashboard is the first work tab, pinned and always open. It shows the state of the workshop today: jobs, visits, pickups, parts in transit and money.
The dashboard only shows. Every tile, signal and row is a link to the module where you deal with it. The location switch in the top bar narrows the whole dashboard to one location.
A new workshop sees a First steps panel on the dashboard, which guides through setup and disappears when everything is ready.
- TODAY ON ONE SCREEN
- Jobs, visits, pickups and parts in transit.
- NEEDS ATTENTION
- Four signals with numbers and links.
- WORKSTATION PLAN
- The day's visits in workstation rows with a "now" line.
02What it is for
Morning briefing
In a minute you know what comes in, what goes out and what is late.
Nothing waits
The Needs attention bar shows overdue payments, approvals and pickups.
The plan on workstations
The day schedule shows how busy each workstation is.
The yard under control
Upcoming pickups and cars past their pickup date.
03Main options
The dashboard is made of tiles, the Needs attention bar, the day schedule, and charts and lists. The four key parts are described below.
The key numbers of the day
Every tile leads to its list.
- Receivables with overdue payments (with access to finance)
- Active jobs and ready for pickup
- Visits today and workstation usage
- Delayed parts
Four signals with numbers
When nothing waits, the bar says so.
- Overdue payments (with access to finance)
- Pending customer approvals
- Delayed parts
- Cars past their pickup date
Who, where and when
A timeline of the working day with a row for every workstation.
- Up to 8 workstations and a No workstation row
- Visit colour: check-in, workshop work, inspection, pickup
- Clicking a visit opens it in the calendar
Job stages, pickups and orders
Charts and lists below the schedule.
- Upcoming pickups with a car thumbnail
- Jobs by stage and the job pipeline
- Parts orders in transit or delayed
- Job value over 12 months and payments (with access to finance)
04Tasks step by step
- STEP 1Open Modules › Daily dashboard or the first work tab.
- STEP 2Check the Needs attention bar and click any signal with a number above zero.
- STEP 3Review the day schedule and upcoming pickups.
- STEP 1Pick the location in the switch in the top bar.
- STEP 2Tiles, signals and the schedule show that location only.
05Actions
The most common tasks from the dashboard.
Needs attention
Matters to deal with today.
Full calendar
Go to the work schedule.
Upcoming pickups
The job card in one click.
Location switch
One location's dashboard.
06What it connects to
Choose a module to see where the dashboard gets its data.