Navigate the Dashboard

What this guide covers

This guide explains every section of your JobsiteOn dashboard and how to use it effectively. You will learn how to read your KPI cards, use date filters, understand the activity feed, take quick actions, and navigate the sidebar. The dashboard is your daily command center, and understanding it helps you stay on top of your business.

Before you begin

You need an active JobsiteOn account with at least one job, invoice, or contact created. If your workspace is brand new, the dashboard will appear mostly empty. Follow Complete Your Workspace Setup to populate your workspace with data first.

Step 1: Understand the dashboard layout

When you log in, the dashboard is the first screen you see. It is divided into several distinct areas that each serve a specific purpose.

The top section displays your KPI cards - these are the numbers that matter most to your daily operations. Below the KPIs, you find the activity feed, which shows recent events across your workspace. The left side of the screen shows the sidebar navigation, which is how you move between different parts of JobsiteOn.

Think of the dashboard as your morning briefing. A quick glance tells you what needs attention today without clicking into individual modules.

Step 2: Read your KPI cards

The KPI cards sit at the top of your dashboard and give you an instant snapshot of your business health. Each card shows a number and a label, and some include trend indicators.

Open Jobs

This card shows the total number of jobs that are currently active. Active jobs are those in any status except Completed or Cancelled. A rising number means you are taking on more work. If this number gets too high relative to your team size, it may be time to hire or adjust your scheduling.

Outstanding Invoices

This card displays the total dollar amount of unpaid invoices. It includes all invoices that have been sent but not yet paid. Monitor this number closely. If it trends upward over time, review your payment terms and follow up with customers who have overdue balances.

Revenue

The revenue card shows your total collected revenue for the selected time period. This reflects actual payments received, not invoiced amounts. Use this card to track whether your cash flow is meeting your targets.

Additional metrics

Depending on your plan and configuration, you may also see cards for:

• Jobs completed this period - Work finished in the selected date range
• Average job value - Revenue per job to help you understand profitability
• Team utilization - How fully your team's schedule is booked

Tip: Click any KPI card to jump directly to the detailed view for that metric. For example, clicking Outstanding Invoices takes you to the Invoices page filtered to show unpaid items.

Step 3: Use date filters

Above the KPI cards, you will find date filter controls. These let you change the time period that the dashboard reports on.

Available date ranges

• Today - Shows metrics for the current day only
• This Week - Monday through Sunday of the current week
• This Month - The first through last day of the current calendar month
• This Quarter - The current three-month quarter
• Custom Range - Select any start and end date you want

To change the date range:

1. Click the date filter dropdown at the top of the dashboard
2. Select a preset range or choose Custom Range
3. If using a custom range, pick your start and end dates from the calendar picker
4. The dashboard updates immediately to reflect the new period

Tip: Start each morning by setting the filter to "Today" to see what is on your plate. Switch to "This Month" for a broader performance view during weekly team meetings.

Compare periods

Some KPI cards include a comparison indicator that shows how the current period compares to the previous one. A green arrow pointing up means the metric improved. A red arrow pointing down means it declined. This helps you spot trends without running separate reports.

Practical examples of date filter usage

Scenario	Recommended filter
Morning check-in to see today's workload	Today
Weekly team meeting review	This Week
Monthly revenue tracking	This Month
Quarterly business review	This Quarter
Comparing this February vs last February	Custom Range

Tip: Get in the habit of checking "Today" first thing in the morning to see what is on the schedule, then switching to "This Month" for a broader performance snapshot.

Step 4: Monitor the activity feed

The activity feed occupies the center of your dashboard and shows a chronological list of recent events in your workspace. It acts like a live news ticker for your business.

Events that appear in the activity feed include:

• Job updates - When a job status changes (created, scheduled, in progress, completed)
• Invoice activity - When invoices are sent, viewed, or paid
• Quote activity - When quotes are sent, approved, or declined
• Team activity - When team members are invited, join, or update their status
• Customer messages - When new messages arrive in your inbox

Each activity entry shows:

• What happened (the event description)
• Who did it (team member name or customer name)
• When it happened (timestamp)
• A link to the related item (click to view the job, invoice, or message)

Note: The activity feed shows events from all team members, not just your own actions. This is how you stay informed about what your entire team is doing without checking in with each person individually.

Filter the activity feed

If the feed is busy, you can filter it to show only certain types of events:

1. Look for the filter controls above the activity list
2. Toggle categories on or off (Jobs, Invoices, Quotes, Messages, Team)
3. The feed updates in real time as you adjust filters

Step 5: Use quick actions

Quick action buttons are located on the dashboard and give you one-click access to the most common tasks. These save you from navigating through multiple screens.

Common quick actions include:

• New Job - Opens the job creation form immediately
• New Invoice - Starts a new invoice
• New Quote - Begins a new quote
• New Contact - Opens the contact creation form

To use a quick action, simply click the button. The relevant form opens and you can start working immediately. When you save or cancel, you return to the dashboard.

Tip: Learn the quick actions and use them throughout the day. They are the fastest way to perform routine tasks without leaving the dashboard context.

Use quick actions throughout the day

Here are some practical scenarios where quick actions save you time:

Scenario	Quick action to use
Customer calls with a new service request	New Contact then New Job
Walk-in customer needs an estimate	New Quote
Completed a job and need to bill	New Invoice
New lead from your website	New Contact

Each quick action opens a streamlined form with only the essential fields. You can add more detail later from the full record page.

Step 6: Navigate using the sidebar

The sidebar is the persistent navigation menu on the left side of every screen in JobsiteOn. It is always available no matter what page you are on.

Main navigation items

The sidebar includes the following sections, listed from top to bottom:

Section	What it does
Dashboard	Returns you to the main dashboard view
Inbox	Opens your unified communication center
Schedule	Shows the calendar and dispatch board
Jobs	Lists all jobs with filtering and search
Quotes	Lists all quotes with status filters
Invoices	Lists all invoices with payment status
Contacts	Your customer directory
Properties	Service location records
Team	Team member management
Pricebook	Your service and parts catalog
Settings	Workspace configuration

Collapse the sidebar

If you want more screen space for the main content area, you can collapse the sidebar to icon-only mode. Click the collapse button at the bottom of the sidebar. In collapsed mode, hover over an icon to see its label. Click the expand button to bring it back to full width.

Tip: On smaller screens, the sidebar automatically collapses. Tap the menu icon in the top-left corner to open it as a temporary overlay.

Step 7: Customize your dashboard experience

While the dashboard layout is consistent, there are a few ways to tailor it to your daily routine:

Set your preferred date range

If you always start with "This Week," set it once and the dashboard remembers your selection for the next time you log in. This saves you a click every morning.

Pin important metrics

If certain KPI cards are more important to your role, note their position. The dashboard organizes metrics by relevance. Owners typically see revenue and outstanding invoices first. Dispatchers see job counts and scheduling metrics.

Use the dashboard as your home base

Whenever you feel lost or want to get your bearings, click Dashboard in the sidebar. It always brings you back to the central view with your most important numbers and recent activity.

Step 8: Understand dashboard roles and visibility

Different team members see different things on the dashboard depending on their role. Understanding these differences helps you know what your team sees when they log in.

Owner and Admin view

Owners and Admins see the complete dashboard with all KPI cards, including revenue, outstanding invoices, and financial metrics. They also see the full activity feed with events from every team member. This is the most comprehensive view.

Dispatcher view

Dispatchers see job-focused metrics like open jobs, scheduled jobs, and unassigned work. They see the activity feed filtered to job and schedule events. Financial metrics like revenue and payment data are not visible to Dispatchers.

Technician view

Technicians see a simplified dashboard focused on their own assigned work. They see their jobs for the day, upcoming assignments, and any messages related to their work. They do not see other team members' jobs or company-wide financial metrics.

Note: If a team member reports that they cannot see certain dashboard cards, check their role on the Team page. The dashboard automatically adjusts to show only the data each role is permitted to view.

Troubleshooting

KPI cards show zero even though I have data

Check your date filter. If you have the filter set to "Today" but all your jobs were created yesterday, the cards will show zero for today. Switch to "This Week" or "This Month" to see broader data. Also confirm that your jobs and invoices have the correct dates assigned.

The activity feed is empty

The activity feed populates as your team uses JobsiteOn. If you just created your account, there may not be enough activity yet. Create a test job or send a test invoice to see events appear. If you have been using the platform and the feed is still empty, try refreshing the page.

Dashboard is loading slowly

Clear your browser cache and refresh the page. If the issue persists, check your internet connection. JobsiteOn works best on modern browsers like Chrome, Firefox, Safari, or Edge. If you are using an older browser, consider updating to the latest version.

FAQ

Q: Can I see dashboard data for my team only? A: The dashboard shows data for the entire workspace. If you need team-specific metrics, use the Reporting module, which allows filtering by team member and date range.

Q: Does the dashboard update in real time? A: The dashboard refreshes its data periodically. For the most up-to-date view, refresh the page. Activity feed items typically appear within a few seconds of the event occurring.

Q: Can I export my dashboard data? A: Individual KPI data is available through the Reporting module, which supports CSV and PDF exports. The dashboard itself is a summary view designed for quick reference rather than detailed reporting.

Q: Who can see the dashboard? A: All team members can see the dashboard, but the metrics displayed may vary based on role. Owners and Admins see revenue and financial metrics. Technicians see their assigned jobs and schedule.

Related articles

• What is JobsiteOn?
• Complete Your Workspace Setup
• Create Your First Job from Start to Finish
• Invite Team Members and Set Roles