Dashboard overview
The dashboard is the first screen you see after logging in. It shows live stats and configurable widgets tailored to your role.Stats bar
The stats bar at the top shows live counts:| Metric | What it shows |
|---|---|
| Accepted jobs | Active jobs with total in-house commission value |
| Recalls | Jobs reopened after completion |
| New jobs today | Jobs created since midnight |
| Completed jobs | Jobs that have reached Completed status |
Customising your dashboard
Rearrange widgets
Drag and drop widgets to reorder them. Available widgets include New Jobs, Recalls, Booked Today, Completed Jobs, No Contractor Assigned, and Jobs by Type.
Using the job calendar
The job calendar gives a visual view of all scheduled jobs, similar to Google Calendar.Switching views
Use the controls at the top to switch between Month, Week, and Day views.Filtering the calendar
Use the toolbar filters to narrow by:- Branch — jobs from a specific branch.
- Contractor — jobs assigned to a particular contractor.
- Agent — jobs managed by a specific agent.
- Job type — filter by category (Gas Safety, EICR, Maintenance, etc.).
Navigating to a job
Select any job card in the agenda panel on the right to open the full job record. Use the Today button to jump back to the current date.Running financial reports
Search and filter
Use the search bar to filter by branch name, property address, job reference, or job title.
Review by branch
Jobs are grouped alphabetically by branch. Each branch section shows individual job rows and a branch subtotal covering agent amounts, contractor amounts, and in-house commission.
Running user reports
The user report shows staff contribution across the platform.- Go to Admin → Reports → User Report.
- Review the summary table — it shows jobs added, case notes written, files uploaded, accounts created, and last activity for each staff member.
- Use the Staff member filter to focus on a single user.
- Expand the detail section to see activity broken down job by job.
Understanding branch performance
Branch performance analytics score each branch on a 0–100 scale with a letter grade from A+ to D.Scoring factors
| Factor | What it measures |
|---|---|
| Job completion time | Average days from creation to completion |
| Payment speed | How quickly invoices are settled |
| Quote acceptance rate | Proportion of quoted jobs that proceed |
| Revenue | Total job value processed through the branch |
Using the analytics view
- Top performing branches are highlighted at the top.
- Branches needing attention are flagged with below-average scores.
- Select two branches to compare them side by side and identify best practices.
AI-generated reports
PropOps can generate AI-assisted reports using Google Gemini.Generate the report
PropOps analyses your financial data and produces a structured report highlighting key metrics, trends, and anomalies.
AI reports require a Google Gemini API key configured in your
.env file (GEMINI_API_KEY).