The Home dashboard is the first screen you see on login. It's a snapshot of "how is this week vs last" — not a deep report. Spend 60 seconds here at the start of the day and you'll know what needs attention.
KPI tiles (top row)
- Revenue — invoices issued in the period (default: last 30 days). Compared to the previous equivalent period. Trending sparkline shows daily values.
- Jobs — count of workboard cards moved to Completed. A leading indicator for revenue.
- ARO (Average Repair Order) — revenue ÷ jobs. The single most useful health metric — if revenue is up but ARO is flat, you're just doing more low-value jobs.
- Estimates — count sent + count signed. Conversion rate = signed ÷ sent.
- Outstanding invoices — total amount unpaid & overdue.
Click any tile to drill into the underlying report.
Changing the period
Top-right period picker: today, yesterday, last 7 / 30 / 90 days, or a custom range. Every tile re-computes; the comparison ("vs previous period") shifts to match.
Income chart
Daily revenue bars across the chosen period. Useful for spotting weekend dips or unusual spikes (was last Tuesday a big fleet day?).
Job status breakdown
A pie or bar (toggle) of cards by current status: pending, in-progress, inspection, awaiting-parts, completed, cancelled. Healthy shops have most cards in In-progress + Completed; lots in Awaiting parts means inventory friction.
Alert tiles
- Overdue jobs — workboard cards past their Due date. Click to see the list, then chase the mechanic.
- Out of stock — products at or below their reorder level.
- Pending estimates — sent, not yet signed or rejected. Often need a phone follow-up.
- Unpaid invoices — the link to your outstanding-receivables list.
Upcoming appointments
Next 7 days. Useful for planning bay capacity. Click any to open the appointment.
Outstanding unpaid invoices table
Customer, company, invoice amount, paid amount, due-date. Sort by ageing; click Send reminder to ping the customer with a templated email/SMS.