JobsiteOn

Understand Overdue Alerts

Learn how JobsiteOn flags overdue invoices and jobs on the dashboard with color-coded alerts and what actions to take.

Ava Martinez
Written by Ava MartinezUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how overdue alerts work on the JobsiteOn dashboard. You will learn where overdue indicators appear, what the color coding means, and what steps to take when something goes overdue.

Where overdue alerts appear

Overdue indicators show up in three places on the dashboard:

  1. Outstanding Invoices card -- The subtitle shows the overdue dollar amount
  2. Job Pipeline -- Overdue stages turn red
  3. Active Jobs table -- Overdue jobs have a red status pill

Screenshot: Dashboard showing overdue indicators: Outstanding Invoices card with "$8,200 overdue" in red text, the "Closeout/Lien" pipeline bar in red, and two rows in the Active Jobs table with red "Overdue" status pills

Color coding explained

JobsiteOn uses a consistent color system for urgency:

Color Meaning Action
Green On track, healthy No action needed
Blue Active, in progress Monitor normally
Amber / Orange Needs attention soon Review within 24 hours
Red Overdue or blocked Take immediate action

Tip: Train your eye to scan for red on the dashboard first. If you see no red, your operations are in good shape. Any red means something needs your attention right now.

Overdue invoices

An invoice becomes overdue when its due date passes without payment. The overdue amount appears in the Outstanding Invoices card subtitle.

To address overdue invoices:

  1. Click the Outstanding Invoices card to see the full list
  2. Sort by due date (oldest first)
  3. Send a payment reminder for each overdue invoice
  4. If an invoice is significantly overdue (30+ days), consider calling the customer directly

Animation: A user clicking the Outstanding Invoices card, the Invoices page loading with overdue invoices highlighted in red at the top, the user clicking "Send Reminder" on the oldest overdue invoice, and a success toast appearing

Overdue jobs

A job can be flagged as overdue when its scheduled completion date passes and the status has not been updated to Completed. Overdue jobs appear with red indicators in the pipeline and active jobs table.

To address overdue jobs:

  1. Click the overdue job in the Active Jobs table
  2. Check with the assigned team member for a status update
  3. Either update the status to Completed (if the work is done) or reschedule it

Screenshot: Job detail page for an overdue job showing a red "Overdue" badge at the top, the original scheduled date in the past, and an "Update Status" button

Setting up proactive alerts

Rather than discovering overdue items on the dashboard, configure notifications to alert you:

  1. Go to Settings then your Notification Preferences
  2. Enable email and push notifications for "Invoice overdue" and "Job overdue" events
  3. You will receive an alert the moment an item goes overdue

Note: Even with notifications enabled, make the dashboard your daily check. Notifications catch individual items, but the dashboard shows the overall health of your operations.

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