Understanding Your Dashboard

Your dashboard is home base — it shows everything you need at a glance, with Quick Actions to get anything done in one tap.

Stats Cards (Top)

Four summary cards show your current month performance:

• Jobs Today — Number of jobs scheduled for today
• Earned This Week — Total paid invoices this week
• Outstanding — Total sent but unpaid invoices
• Net Profit — Revenue minus expenses for the current period

Today's Schedule

A preview of your jobs for today. Shows the next 3–5 upcoming jobs with time, customer, and job title. Tap View full calendar → to go to the full Schedule page.

Needs Attention

Items that require your action — overdue invoices, pending approvals, expiring insurance, or team notifications. This section is empty when everything is on track.

Quick Actions

Six one-tap buttons to start the most common tasks:

• New Job — Create a job and add it to the calendar
• New Quote — Start an estimate for a customer
• New Invoice — Create an invoice directly
• Add Customer — Add a new customer to your database
• Track Expense — Log a business expense
• Record Payment — Mark a cash or check payment on an existing invoice

Getting Started Checklist

For new accounts, a checklist walks you through the key setup steps: send your first invoice via WhatsApp, set up your profile, and invite a team member. The checklist disappears once complete.

Referral CTA

A referral card shows your personal sharing link and stories from other contractors. Tap to share via WhatsApp, SMS, or email and earn recurring commissions.

⌘K Command Palette

Press ⌘K (Mac) or Ctrl+K (Windows) from anywhere in the dashboard to open the command palette. Type any page name, feature, or customer name to jump there instantly.