> ## Documentation Index
> Fetch the complete documentation index at: https://help.propops.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> The PropOps dashboard gives you a real-time overview of job activity, key performance metrics, SLA status, and upcoming work at a glance.

The dashboard is the first thing you see when you log in to PropOps. It brings together the most important information for your role into a set of configurable widgets, so you can act on what matters without navigating around the platform.

<Tip>
  Customise your widgets to surface the metrics most relevant to your role. Agents may want to prioritise recalls and new jobs, while staff members may prefer revenue and branch performance at the top.
</Tip>

## 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                                     |

These figures are filtered by your account type — contractors see only their own jobs, agents see their branch, and staff see across the whole organisation.

## Widgets

The main dashboard area is made up of widgets, each pulling from a different part of the system. Common widgets include:

<CardGroup cols={2}>
  <Card title="New jobs" icon="plus-circle">
    Jobs created in the last 24 hours, showing job reference, address, and priority badge.
  </Card>

  <Card title="Recalls" icon="rotate-left">
    Jobs currently in recall, with the reason and scheduled date.
  </Card>

  <Card title="Booked today" icon="calendar-check">
    Jobs with a "Booked to Complete" status scheduled for today, showing agent and contractor.
  </Card>

  <Card title="Completed jobs" icon="circle-check">
    Recently completed jobs, ordered by completion date.
  </Card>

  <Card title="No contractor assigned" icon="user-slash">
    Active jobs without a contractor, ordered by priority and age.
  </Card>

  <Card title="Jobs by type" icon="list">
    Jobs grouped by type (Maintenance, Gas Safety, EICR, etc.) and then by status.
  </Card>
</CardGroup>

### Customising widgets

You can rearrange and resize widgets to suit how you work.

<Steps>
  <Step title="Enter edit mode">
    Click the **Customise** or **Edit dashboard** option in the dashboard toolbar.
  </Step>

  <Step title="Rearrange widgets">
    Drag and drop widgets to reorder them on the page.
  </Step>

  <Step title="Save your layout">
    Click **Save** to persist your layout. Your preferences are saved to your account and carry across devices.
  </Step>
</Steps>

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:

<Tabs>
  <Tab title="Month 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.
  </Tab>

  <Tab title="Week view">
    Shows the current week with daily columns, making it easier to spot busy days and gaps in scheduling.
  </Tab>

  <Tab title="Day view">
    Zooms in to a single day's agenda for maximum detail.
  </Tab>
</Tabs>

### 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 feed shows up to 20 recent events and includes the activity type, detail, and timestamp.

<Info>
  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.
</Info>