Your Dashboard is made of widgets. You choose which ones you see, put them in any order, and set how wide each one is. Each person's layout is their own; changing yours does not change anyone else's.

Change your layout

  1. On the Dashboard, click Customize (top right).
  2. Drag a widget by its handle to move it.
  3. Pick a width for each widget: 1/4, 1/3, 1/2 or Full.
  4. Click the X on a widget to remove it, or click + Add widget to bring one back.
  5. Some widgets have a setting in their editing bar. On Sales vs Last Period, pick Week or Month.
  6. Click Done to save, or Cancel to throw away your changes.

A widget you add shows its real numbers once you click Done.

Start over

Click Customize, then Reset to default. Your dashboard goes back to the standard layout for your role.

Available widgets

On the dashboard to start: Today's Sales, Open Work Orders, Vehicles in Shop, Low Stock Alerts, Needs Your Attention, Today's Schedule, Pipeline Health, Birthdays & Anniversaries, Bay Status, Today's Consultations, My Open Tasks, Delegated, Recent Invoices, Stock Alerts and Shared Terminals.

Add these with + Add widget

  • Sales vs Last Period: sales so far this week (or month) against the same days last week (or month), plus last period's full total. The numbers match the Daily Sales Summary report. Only for people who can see financial reports.
  • Open Estimates: how many estimates are open, what they add up to, and how many are older than 30 days.
  • Accounts Receivable: what customers owe on account, how much is overdue, and a bar split into current, 1-30, 31-60, 61-90 and over 90 days.
  • Tech Utilization: today's booked hours against each tech's working hours, plus time on jobs with nobody on the crew. Shops that don't use Tech Schedules see booked bay hours against open bay hours instead.
  • Unread Messages: your unread inbox conversations, newest first. Only for people with inbox access.
  • Review Score: your average star rating, reviews in the last 30 days and the latest three.

For owners: set each role's dashboard

  1. Go to Settings > Dashboard.
  2. Pick a role from the tabs across the top.
  3. Arrange its widgets the same way: drag, pick widths, remove, or + Add widget.
  4. Click Save.

Everyone in that role who has not arranged their own dashboard gets this layout. To make the whole role use it, tick Lock this layout before you save. A locked layout applies even to people who already customized their own; they see "Layout set by the owner" where the Customize button was. Back to standard returns a role to the built-in layout. The Owner role cannot be locked.

Worth knowing

  • You only see widgets for modules your shop uses and information your role is allowed to see, even if a layout includes more.
  • Some widgets, such as Needs Your Attention and Pipeline Health, stay hidden while they have nothing to show. While you customize, they appear so you can still place them.
  • Until anyone customizes, the Dashboard looks the way it always has.
  • Each widget is only as tall as what's in it. A short widget beside a tall one keeps its own height, and the next widget moves up into the space below it.
  • Widgets are on the computer only; the phone app has its own home screen.