Dashboard
Workspace home after login. An operational snapshot for office users. It is not Dispatch and not the Reports suite.
Dashboard · /app/w/{workspace} · nav appears if the user has any of members.view, customers.view, catalog.view, dispatch.view, work_orders.view, service_requests.view, activity.view, billing.view.
Tenant dashboard. Sample data. Tiles jump into existing lists; they do not assign technicians. Widgets count live operational records — not a marketing analytics product.
Purpose
Section titled “Purpose”Show today’s scheduled and in-progress appointments, attention counts (unscheduled, on-hold work orders, service-request backlog, open findings, overdue preventive maintenance), short queues, a 14-day completion trend, work-order status mix, optional 30-day collected payments, and recent activity. Each tile links into an existing list with the same filters the metric used.
Tiles (permission-gated)
Section titled “Tiles (permission-gated)”| Tile | Need |
|---|---|
| Today scheduled / in progress | dispatch.view |
| Unscheduled | dispatch.view |
| On hold | work_orders.view |
| Service-request backlog | capability service_requests + service_requests.view |
| Open findings | capability forms + findings.view |
| PM overdue | capability preventive_maintenance + reports.view |
| Collected (30 days) | capability payments + financial_reports.view |
| Recent activity | activity.view (eight events) |
- Sidebar top item Dashboard, or visit
/app/w/{workspace}. - Click a today tile — Scheduled today / in progress open Dispatch for that tenant-calendar date.
- Click attention — Unscheduled → Dispatch. On hold → Work orders filtered
on_hold. Request backlog → Service requests board. Open findings → Findings filtered open. PM overdue → Preventive Maintenance upcoming tab. - Do not dispatch from here. Assignment, Auto-Assign, and overrides live on Dispatch.
What you will not find
Section titled “What you will not find”- No live van map. Live GPS is not released.
- No SaaS subscription editor. Plan attention belongs under Plan & billing (
/billing). - No Field technician “My Day” — that is Field PWA.
If a tile is missing: the page is assembled per actor. You are not permitted to see that metric.