Dashboard

The dashboard is your live snapshot of workshop workload, risk, and commercial follow-up. It is designed to answer one question quickly: what needs attention right now?

What you should expect to see

• Job queues show what is moving through the workshop pipeline so the desk can spot pending review, unfinished work, and backlog early.
• Urgent or risk highlights pull attention toward work that may affect safety, compliance, or a dissatisfied customer if it sits too long.
• Quote and invoice indicators show whether commercial work is keeping up with workshop activity.
• Alerts can include stock issues, follow-up reminders, and other operational items that need a decision rather than passive awareness.

A practical start-of-day workflow

1. Check queue counts and obvious risk items first.
2. Open Jobs to review anything waiting for action from the office.
3. Review Quotes and Invoices if the dashboard suggests commercial work is lagging behind workshop activity.
4. Clear or acknowledge notifications so the dashboard reflects genuine work, not stale noise.

What the dashboard is good for, and what it is not

The dashboard is excellent for triage, prioritisation, and keeping the whole workshop honest about what is open. It is not where most detailed work happens. Once you know what needs attention, jump into the relevant page such as Jobs, Quotes, Invoices, Inventory, or Alerts & Re-Torques and complete the work there.

Teams get the most value from the dashboard when people use statuses consistently elsewhere in the app. If job or document states are not kept current, the dashboard will still look busy, but it will no longer be trustworthy.