Home and your dashboard
Find work and the operational summaries available to your role.
Find work and the operational summaries available to your role.
Before you start
Availability: Plan and role requirements vary. Enabled business features, role permissions, connected providers and supported devices may add requirements.
Documented roles: Owner, Office, Team. A role name alone does not override the permissions set by your business.
Where to find it: Home and your dashboard.
Check the active business and role. A specialist Takeoff plan may open its dedicated home instead.
Step by step
- Open Home and check the active business and selected view or date filters.
- Open a job, quote or summary from its own link to review the source record before acting.
- Use the available dashboard configuration controls to choose the supported widgets; a hidden widget does not remove its underlying records.
Worked example
An office user opens Home for the intended business, selects the relevant period and follows a listed job to inspect its actual schedule and money status before contacting the customer.
This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.
Check the result
Reopen the original record or confirmed result, check its business and key values, and resolve any error or uncertain response before repeating the action.
Limits and troubleshooting
Dashboard summaries reflect their filters and permissions. They are not proof that a job is finished or an invoice is settled.
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