Stats at a glance
The stats bar at the top of the dashboard displays live counts that update as the platform changes:| Metric | What it shows |
|---|---|
| Accepted jobs | Jobs currently in Accepted status, with the total in-house commission value |
| Recalls | Jobs that have been reopened after completion |
| New jobs today | Jobs created since midnight today |
| Completed jobs | Jobs that have reached Completed status |
Widgets
The main dashboard area is made up of widgets, each pulling from a different part of the system. Common widgets include:New jobs
Jobs created in the last 24 hours, showing job reference, address, and priority badge.
Recalls
Jobs currently in recall, with the reason and scheduled date.
Booked today
Jobs with a “Booked to Complete” status scheduled for today, showing agent and contractor.
Completed jobs
Recently completed jobs, ordered by completion date.
No contractor assigned
Active jobs without a contractor, ordered by priority and age.
Jobs by type
Jobs grouped by type (Maintenance, Gas Safety, EICR, etc.) and then by status.
Customising widgets
You can rearrange and resize widgets to suit how you work.
Widgets you do not have permission to access are hidden automatically.
Job calendar
The job calendar gives you a visual, full-screen view of all scheduled jobs across your organisation — similar in style to Google Calendar.Views
Use the controls at the top of the calendar to switch between views:- Month view
- Week view
- Day view
Shows the full current month. Each day cell displays an indicator for the number of jobs scheduled. Click a day to load that day’s job list in the agenda panel on the right.
Filters
Use the filter controls in the calendar toolbar to narrow what is displayed:- Branch — show only jobs from a specific branch
- Contractor — show jobs assigned to a particular contractor
- Agent — show jobs managed by a specific agent
- Job type — filter by job category (Gas Safety, EICR, Maintenance, etc.)
Searching
Use the search bar at the top of the calendar to find a specific job by reference or keyword. Results update the agenda panel in real time.Navigating to a job
Click any job card in the agenda panel on the right to open the full job record. You do not need to leave the calendar view to check job details before clicking through. Use the Today button to jump back to the current date, and the arrow buttons to move between periods.Activity feed
The activity feed shows a chronological stream of events across the platform — useful for understanding what has happened recently and spotting anything that needs your attention. You can filter the feed by:- All activity — every tracked event
- Page visits — navigation and page-level activity
- Actions — job changes, case notes, document uploads, and other user actions
The activity feed reflects your own activity by default. Staff members with the appropriate permissions can view system-wide activity through the admin activity log.