Customize Your Dashboard View
Adjust your dashboard preferences including default date filters and activity feed filters to see what matters most to you.
Adjust your dashboard preferences including default date filters and activity feed filters to see what matters most to you.
This guide explains the ways you can personalize your dashboard experience in JobsiteOn. While the overall layout is consistent for all users, you can adjust date filters, activity feed categories, and use bookmarks to create your preferred view.
The dashboard remembers your last selected date range within a session. To always start with a specific range:
Screenshot: Browser bookmark bar showing a saved bookmark labeled "Dashboard - This Month" with the JobsiteOn favicon, pointing to a URL with date parameters
Tip: Create two bookmarks -- one for "Dashboard - Today" for your morning check-in and one for "Dashboard - This Month" for weekly reviews.
Customize which events appear in your activity feed by toggling category filters:
Animation: A user toggling off "Team" and "Schedule" categories in the activity feed filter, the feed refreshing to show only Jobs, Invoices, and Quotes events
The dashboard automatically adjusts based on your role:
| Role | View |
|---|---|
| Owner / Admin | Full view with all KPI cards, pipeline, and activity |
| Dispatcher | Job-focused view without revenue details |
| Technician | Simplified view with personal schedule and assigned jobs |
Note: You cannot switch between role views manually. If you need to see a different view, ask your workspace owner to adjust your role.
Set your browser's home page to your JobsiteOn dashboard URL. This way, every time you open your browser, you start with your business overview.
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