Customize Your Dashboard View
Adjust your dashboard preferences including default date filters and activity feed filters to see what matters most to you.
What this guide covers
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.
Setting a preferred date range
The dashboard remembers your last selected date range within a session. To always start with a specific range:
- Select your preferred date range from the filter
- Bookmark the URL in your browser
- Use the bookmark to always open the dashboard with that filter applied
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.
Filtering your activity feed
Customize which events appear in your activity feed by toggling category filters:
- Locate the filter icons above the activity feed
- Toggle off categories you do not need to see regularly
- Your filter selection persists for the current session
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
Role-based dashboard views
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.
Using the dashboard as your home page
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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