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?

Customise your layout

The operations dashboard is built from cards you can rearrange to suit your role. Use Customize dashboard to show or hide widgets, drag cards by the handle on each heading, and resize cards by pulling a corner. Your layout is remembered per user when the platform database supports it.

Restore default layout puts the standard arrangement back if you want a clean starting point. If layout saving is unavailable, the page still works — you just cannot persist a personal arrangement yet.

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, including draft and month-to-date billing snapshots where enabled.
• Workshop today combines a read-only day calendar with a list of today’s booked service jobs. Tap a booking to open it, or follow Full schedule to manage the workshop calendar in detail.
• Alerts can include stock issues, follow-up reminders, and other operational items that need a decision rather than passive awareness.

Workshop today calendar

The day strip shows scheduled bookings for the current workshop day in timeline form, alongside counts for bookings today and recent missed or no-show appointments. It is a read-only view on the dashboard — drag-and-drop scheduling lives on the full Workshop schedule page.

Resize the Workshop today card if you want more vertical space on the timeline. The calendar adapts to the card height.

A practical start-of-day workflow

1. Glance at Workshop today and urgent or risk items first.
2. Check queue counts and open Jobs to review anything waiting for action from the office.
3. Review quotes or invoices (wording depends on your finance settings) 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, the workshop schedule, quotes or invoices, Inventory, or Alerts & Re-Torques and complete the work there.

You can customise which cards appear. The optional Stock snapshot card summarises stock value and attention lists; turn it on from Customize dashboard when managers want inventory at a glance. Full detail lives under Inventory → Stock analytics.

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.