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.

Using this guide in New Zealand

  • Choose your business country when creating a new account. For an existing business, check the country in Business settings before entering addresses or preparing documents. Some country changes are unavailable for existing businesses, even when new accounts can sign up in that country. Changing the public website region does not change your business settings.
  • Check the business currency (NZD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.

Step by step

  1. Open Home and check the active business and selected view or date filters.
  2. Open a job, quote or summary from its own link to review the source record before acting.
  3. 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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