Features / Overview

Overview.

The Overview screen is your single-page snapshot of your shop: open money, pipeline, time, and financials all in one place.

Dashboard

The Dashboard loads automatically when you navigate to #/dashboard. It pulls live data for the current week, all open quotes, invoices, expenses, pending receipts, and your year-to-date P&L before it renders. No manual refresh is needed.

Reading the KPI row

The top of the screen shows five summary cards in a row. Each card gives you a number and a drill-down link. On narrower screens the row collapses to two columns, then one.

1. Scan the row left to right to get your headline numbers at a glance.
2. Click the small uppercase link below any card's value to jump directly to the relevant list (invoices, quotes, etc.).

Using the quick-action buttons

Below the KPI row is a six-button action grid. Each button shows an icon, a bold label, and a short description. Some buttons show a small badge in the top-right corner when there is something waiting for your attention.

1. Click any action button to open that area of the app.
2. If a button shows a badge, treat it as a priority: the badge signals pending items that need action.

Checking the quote pipeline

The pipeline grid shows your open quotes broken into four columns by stage.

1. Read across the four columns to see how many deals are at each stage.
2. Click any pipeline cell to go to the Quotes list filtered to that stage.
3. A quote disappears from the pipeline automatically once its linked job is marked completed.

Reviewing the attention list

The left panel of the two-column section shows an attention list: items that need follow-up. Green-dot items are informational; amber-dot items are warnings.

1. Read through the list top to bottom.
2. Click any row to jump directly to the relevant record.

Checking week status and billable hours

The dashboard shows whether the current timesheet week is Open or Submitted, displayed as a pill next to the week summary.

The billable-hours figure shown covers only time logged against non-quoted jobs where the billable flag is set. Hours on quoted jobs and shop (no-job) entries are excluded, so the number ties to the billable slice of the Timesheet mix chart rather than a raw flag total.

1. If the week pill shows Open, the timesheet has not yet been submitted.
2. Navigate to the Timesheet screen to review and submit the week.

Reading pending receipts

The dashboard shows a total dollar amount for receipts that have been scanned or uploaded but not yet categorized.

1. Note the pending receipts total.
2. Click the link or action button to open the Expenses area and process the queue.

Reading the owner loan balance

The owner loan card shows one of three states:

• A positive balance means you owe the business.
• A negative balance means the business owes money back to you.
• A zero balance is labeled settled.

No action is required from the dashboard; this is a read-only indicator.

Reading YTD financials

The bottom section shows a cash-basis year-to-date P&L summary: revenue, cost of goods sold (COGS), operating expenses, and net income. A bar chart lists the top five expense categories by amount.

1. Check net income to confirm your year-to-date position.
2. Review the top-five category bars to see where operating spend is concentrated.
3. To see the full P&L with all line items, navigate to the Reports or Financials section.