The Overview Dashboard (1:28 video). Open on its own page
The first page you see
Overview, the top item in the sidebar, is built around what needs you. It greets you with the date and how many to-dos are waiting (for example "6 urgent, 21 more to get to"), then shows your To do list. The badge on Overview in the sidebar is the urgent count in red, or the to-do count in amber when nothing is urgent.
A switch at the top right flips between two views: To do (the default) and Numbers. People whose role has no to-dos see only the Numbers view.
Brand new account? Until setup is done, the Overview leads with the setup guide (see the quick start guide), and empty stats stay hidden. This article describes the day-to-day view once you're up and running.
The To do view
On the left is the full To do list: failed payments, overdue invoices, new leads, customer messages, quotes, work orders, technician alerts, missed stops, routes with no technician, low stock, setup steps and more. Each kind of to-do is one row, so five draft quotes show as "5 draft quotes not sent" with Show 5 to open them. Urgent rows come first in a red Urgent panel. Filter by area with Everything, Money, Customers & sales, Schedule & field, Inventory and Account & setup.
On the right, Today lists each route running today with its technician, a progress bar of done vs. total stops (scheduled jobs, unplanned stops and project days; skipped stops count as done) and its status: Not started, On the road, Done or Abandoned, or No tech in red when nobody is assigned. A route underway opens Field Operations; otherwise its route page. Below the routes, Tomorrow shows tomorrow's routes and stops and flags any with no tech. Owed to you shows the Outstanding and Overdue invoice totals (with the View invoices permission).
Setup steps
Unfinished setup is a to-do too: a Finish setting up row with how many steps are left. Click Continue to open the next step, or Show to see them all. The core steps (Import your customers, Create your first job, Build a route, Set your schedule & add techs, Connect Stripe) can't be skipped. The optional ones (pool details, vehicles, chemicals, parts, task templates, task groups, service reports, your email domain and branding) each have a Skip button. A step leaves the list as soon as it is done or skipped.
The Numbers view
Switch to Numbers for how the business is doing. It starts with a row of cards:
- Outstanding — total unpaid invoice balance, with open and draft counts. Clicks through to the All invoices list, filtered to open invoices. For the full billing picture, see the Invoices overview.
- Overdue — the past-due amount and how many invoices are behind. Clicks through to the All invoices list, filtered to overdue invoices.
- Quote Pipeline — pending quotes, broken into draft, sent, and accepted counts.
- Satisfaction (30d) — your thumbs-up percentage from customer job feedback over the last 30 days, with the vote count.
- Tomorrow — tomorrow's route and stop counts (unplanned stops and project days included), flagging any unassigned routes so you can fix them tonight.
Today, Last 7 Days, and Last 30 Days
Below the cards, three tabs change the time window. Each tab also includes a Technician Performance section for the same period.
- Today — expected vs. actual: Stops (done / expected, counting every stop on today's routes whether or not they have started, unplanned stops and project days included), Routes (started / routes with stops today), Expected Revenue, and Earned Revenue, plus a cost row of Chemical, Parts, Labor, and Total Cost.
- Last 7 Days — Jobs Completed, Completion Rate, Skipped Stops, and Revenue, plus the Revenue Trend chart: a 14-day area chart of daily earned revenue.
- Last 30 Days — Recurring Services, Maintenance Revenue, Work Orders, Work Order Revenue, Invoiced Amount, Collected Amount, Active Customers, and Active Employees, plus two charts.
The Last 7 Days and Last 30 Days revenue figures and the Revenue Trend chart read the same attributed revenue as the Profitability page (flat rates split across the month's actual visits, discounts netted, billed chemicals and parts included), so the Overview and Profitability agree for the same days.
The 30-day charts
- Recurring vs Work Orders — side-by-side bars comparing the two job types across Revenue, Chemicals, Parts, and Labor. Hover the Labor bars to see hours alongside dollars.
- Collection Health — an invoice-aging chart with a bar per bucket: Current, 1-30 days, 31-60 days, and 60+ days overdue, colored green to red. Hover a bar for the dollar amount and invoice count. Money drifting into the right-hand buckets is your cue to chase — see managing invoices.
Frequently asked questions
What happened to the attention chips and the Finish setting up card?
They are all in the To do list now, which is the Overview itself: customer messages, alerts, leads, quotes, work orders, low stock, route improvements and setup steps each have a row, urgent first.
Where do the revenue numbers come from?
From your completed visits and their job rates, with costs from logged chemicals, parts, and labor. Today's tab splits Expected Revenue (everything scheduled) from Earned Revenue (what's actually been completed so far).
Where did the revenue charts go?
Click Numbers at the top right of the Overview. The money cards and the Today, Last 7 Days and Last 30 Days tabs are all there.