Reading your dashboard
The dashboard is the first thing you see when you sign in. It answers three questions before you finish your coffee: What’s owed me? What’s moving? What’s stuck? Here’s how to read it.
What you see depends on your role. Admins see money. Managers see everything except pricing and revenue. Workers skip the dashboard and go straight to their assigned jobs. See Team & roles.
Quotes
The quotes panel shows your sales pipeline at a glance: how many quotes are draft, sent, approved, and rejected. Admins also see total value and open value (draft plus sent), so you know how much business is still in play. See Quotes.
Invoices
Your money panel. Every invoice carries a payment status, and the dashboard counts them up: unpaid, partial, paid, and overdue. Admins see the dollars behind the counts, total outstanding, total collected, and overdue amount. If you read one number every morning, read overdue.
Jobs
Your floor in miniature: active jobs (in prep, awaiting approval, approved, or in production), completed jobs, and a breakdown by status. The breakdown counts the job’s built-in status, so it covers pending, in prep, awaiting approval, approved, in production, completed, and cancelled. Custom statuses apply to invoices, not jobs, and don’t show up here. A pile of jobs sitting in one stage is a pile you can go clear.
Customers
A simple count of total customers and new customers this month, an easy read on whether the top of your funnel is growing.
Revenue
Admins get a clean this month vs last month comparison, built from real succeeded payment records, not estimates, so it matches your bank. The Revenue (paid) tile on Analytics is built a different way and can show a different number. When they disagree, this panel is the one tied to actual payments.
Waiting to clear
A sixth card, Waiting to Clear, joins the row next to Revenue MTD whenever there’s money taken but not yet in your bank. Card payments settle inside the checkout, so they never land here; a bank transfer can sit for days before it does, and this is the total sitting in that gap.
The subtitle tells you which problem you have. If none of it needs anything from you, it names the number of bank payments in transit. If some of it is stuck on the customer, a bank account never verified, a checkout never finished, it names that amount instead, because that money won’t arrive on its own. Click through to Tracking payments for the individual payments behind the total.
The card is admin-only, like Revenue, and it disappears entirely once nothing is pending, so seeing it at all means something is worth a look.
Recent activity
Three short lists keep the dashboard current, five rows each, newest first. Recent quotes and invoices carry the customer, the amount, and the status. Recent jobs carry the customer and the status only, no amount. Click any row to open it.