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View Today's Schedule at a Glance

See your team's scheduled work for today directly from the dashboard without opening the full calendar.

Ava Martinez
Written by Ava MartinezUpdated 2 days ago3 min readBeginner

What this guide covers

This guide shows you how to use the dashboard to quickly see what is scheduled for today. You will learn how to read the active jobs table with a "Today" filter, identify who is assigned to what, and jump to the full schedule for more detail.

Seeing today's work on the dashboard

When you set the dashboard date filter to Today, the Active Jobs section shows only jobs that are scheduled or in progress for the current day.

Screenshot: Dashboard with the date filter set to "Today" showing two active jobs in the Active Jobs table: "Furnace repair - 123 Oak St" assigned to Mike at 9 AM and "Water heater install - 456 Elm Dr" assigned to Sarah at 1 PM

What each row tells you

Each row in the Active Jobs table includes:

Column Information
Job / Address The job name or property address
Status Current status pill (Scheduled, In Progress, etc.)
Owner The team member assigned
Value Estimated or invoiced dollar amount
When Scheduled time for today

Tip: If the "When" column shows a time range, that reflects the scheduled event linked to the job. If it shows only a date, the job has no specific time slot assigned yet.

Checking unassigned work

If any jobs for today have no team member assigned, the Owner column shows "Unassigned" in orange. This is a signal that dispatching needs attention.

Screenshot: Active Jobs table with one row showing "Unassigned" in orange text in the Owner column, indicating this job needs a team member assignment before it can proceed

Note: Click an unassigned job to open its detail page, then assign a team member from there. Alternatively, switch to the Schedule page and use the dispatch board to drag the job onto a team member's timeline.

Jumping to the full schedule

For a more detailed view of today's work:

  1. Click Schedule in the sidebar
  2. Press T (keyboard shortcut) to jump to today
  3. Switch to Day view for the most detailed hour-by-hour breakdown

Animation: A user clicking "Schedule" in the sidebar, pressing "T" to jump to today, then switching to Day view to see all team members' events stacked in a timeline format

Using "Today" as your morning routine

The most effective way to start your day:

  1. Open the dashboard (it is the default landing page)
  2. Set the date filter to Today
  3. Scan the Active Jobs table for today's work
  4. Check for unassigned jobs and address them
  5. Click through to the Schedule for detailed timing

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