Dashboard

The dashboard is built for the front counter and the desk: walk-in prices, bookings, unpaid bills, and whether you can take a job right now.

Customise your layout

Use Customize dashboard to show or hide cards, drag by the handle, and resize. Your layout is remembered per user. Restore default layout brings back the front-counter arrangement.

Front-counter cards

• Front counter — start a price, take a payment, open a job, or book a vehicle in.
• Workshop today — today’s bookings and the day calendar (same bookings as Workshop schedule).
• Can we do it now? — bookings today, urgent work, and customers blocked by stop credit.
• Money owed — unpaid and overdue invoices with shortcuts to open them.
• Credit watch — customers on stop credit or close to automatic stop credit.
• Reminders due — rotation and alignment reminders waiting to send (overdue accounts use Credit control).
• Alerts and Urgent jobs — operational follow-ups that need a decision.

Older queue and stock cards are still available under Customize dashboard if you want them.

A practical start-of-day workflow

1. Check Workshop today and Can we do it now?.
2. Clear overdue money and stop-credit customers before taking more account work.
3. Send or snooze customer reminders from Settings → Reminders when that list builds up.
4. Acknowledge alerts so the board stays honest.