Weather Forecast
The Met Office forecast where your business is, for the week ahead on the Dashboard and on each day of the Planner, with each day hour by hour.
Read article: Weather ForecastDashboard help
Help for Dashboard in Work Planner.
Articles
Vehicle Dates Widget
How the Dashboard shows the vehicle dates that are overdue or due within a month, and the vehicles off the road this week.
Read article: Vehicle Dates WidgetTime Off This Week Widget
How the Dashboard shows who in your team is off this week, and when.
Read article: Time Off This Week WidgetMissed Jobs by Reason Widget
How the Missed Jobs by Reason chart groups missed work by the recorded reason and what to do with the data.
Read article: Missed Jobs by Reason WidgetMissed Jobs by Service Widget
How the Missed Jobs by Service chart shows which services are most often skipped and the revenue lost.
Read article: Missed Jobs by Service WidgetMissed Revenue Trend Widget
How the Missed Revenue Trend chart shows revenue lost to missed jobs over time.
Read article: Missed Revenue Trend WidgetTop Missed Jobs Widget
How the Top Missed Jobs table lists the individual jobs that have been missed most often.
Read article: Top Missed Jobs WidgetMissed Jobs by Team Member Widget
How missed work is grouped against the team member responsible for the round on the Dashboard.
Read article: Missed Jobs by Team Member WidgetMoney Received Card
How the Money Received card differs from the work done and what counts as money received.
Read article: Money Received CardMissed Jobs Card
How the Missed Jobs card counts missed work and how it is kept out of revenue.
Read article: Missed Jobs CardMoney Received by Payment Method Widget
How the Money Received by Payment Method chart works, including Direct Debit, the Not recorded slice, and what the tooltip figures mean.
Read article: Money Received by Payment Method WidgetWork Done by Service Widget
How the Work Done by Service chart works, including what the bars represent and how business indicators appear in multi-business views.
Read article: Work Done by Service WidgetFinancial Overview Widget
How the Dashboard Financial Overview chart sets the work done, money received, expenses, tips and missed visits side by side across the selected period.
Read article: Financial Overview WidgetWork Done Trend Widget
How the Dashboard Work Done Trend chart works, including when it switches from daily to monthly grouping.
Read article: Work Done Trend WidgetPending Payments Card
What the Pending Payments card counts and how to interpret money that exists but has not fully settled yet.
Read article: Pending Payments CardNet Cash Flow Card
What the Net Cash Flow card means, why it can differ sharply from the Work Done card, and why it isn't your profit.
Read article: Net Cash Flow CardWebsite Enquiries Card
What the Website Enquiries card counts and how to treat it as a live reply queue on the Dashboard.
Read article: Website Enquiries CardReceived Quotes Card
What the Received Quotes card counts and why it is a current queue number rather than a date-range report.
Read article: Received Quotes CardActive Jobs Card
What the Active Jobs card measures and how to use it as a workload headline on the Dashboard.
Read article: Active Jobs CardUpcoming Jobs Card
What the Upcoming Jobs card counts and how it differs from the separate Upcoming Scheduled Jobs table.
Read article: Upcoming Jobs CardOverdue Jobs Card
What the Overdue Jobs card checks and how it differs from date-range reporting on the Dashboard.
Read article: Overdue Jobs CardOwed to You Card
What the Owed to You card shows, why it matches Who owes you, and why it behaves differently from the date-based Dashboard money cards.
Read article: Owed to You CardTotal Tips Card
What the Total Tips card measures and why Work Planner keeps tips separate from the work done and money received.
Read article: Total Tips CardWork Done Card
What the Work Done card counts on the Dashboard, what it leaves out, and why it can look different from the money you have received.
Read article: Work Done CardJobs by Service Widget
How to read the Jobs by Service chart on the Dashboard, including what the slice size means and what extra figures appear in the tooltip.
Read article: Jobs by Service WidgetJobs by Status Widget
How to read the Jobs by Status chart on the Dashboard and what its status totals actually represent.
Read article: Jobs by Status WidgetUpcoming Scheduled Jobs
What the Upcoming Scheduled Jobs table shows on the Dashboard and how to use it as a quick check on work due soon.
Read article: Upcoming Scheduled JobsRevenue and Financial Summary Cards
What the Dashboard money cards mean, including work done, money received, tips, what you are owed, net cash flow, and pending payments.
Read article: Revenue and Financial Summary CardsWidget Visibility and Order
How to use Edit Layout on the Dashboard to hide widgets you do not need and drag the remaining ones into a better order.
Read article: Widget Visibility and OrderBusiness and Date Filtering
How the button under the Dashboard title sets its period and businesses, including quick ranges, custom ranges, all-time mode, saved preference behaviour, and URL memory.
Read article: Business and Date FilteringDashboard Overview
How the Dashboard is laid out, what the main widget groups are for, and how the page behaves for different business selections and permissions.
Read article: Dashboard Overview