Dashboard

The period toggle has three options. Each one shows its date range, for example Today, Nov 9 or Nov 3 to Nov 9.

The period changes the first two tiles only, Collected and Jobs. Open estimates and Unpaid invoices stay the same whichever period you pick. To see any day, week, month or year, use the KPIs tab.

Each tile lists its top 3 records, a row that counts the rest (for example 4 more) and a total.

• Select the more row on a tile to open the full list in a dialog, with its count and total.
• Select a tile title to open the Invoices, Jobs or Estimates list, already filtered.

The Today's schedule card lists each job with its time range, customer, description, address and status badge, plus a colored dot for each assigned employee. Hover over a job to see a detail card with the job number, recurrence, phone, address, team and amount.

The This week strip has 7 day buttons, starting today. Each button shows that day's job count and dollar value. To look at another day:

1. In This week, select a day. The card changes to that day, with a title such as Tomorrow's schedule or Friday the 14th's schedule.
2. Select Back to today to return to today's jobs.

The Full schedule link takes you to the Schedule page. Opening the dashboard also tops up upcoming recurring visits, so the card and the week strip include the work that repeats. See Recurring jobs.

Under the job list, a map shows one pin for each job of the day. Select a pin to see the customer, the time and the street. The customer name links to the job.

• A job address with no map coordinates is located in the background, up to 8 addresses each time the dashboard loads. The coordinates are saved to the job and to the customer's address.
• Address lookup covers United States addresses only.
• The map follows your light or dark theme.
• The map uses Google Maps when Stack Digital turns this on for your site. Otherwise it uses a second map provider. If the first map fails to load, the dashboard switches to the second one on its own.

The Payments card shows what is available and what is on the way from Stripe, with your upcoming payouts.

• Available and On the way from Stripe each show an amount.
• A line counts the bank payments that are still clearing, for example 2 bank payments clearing.
• Each upcoming payout is listed with an Est. arrival date and a status of In transit or Pending.

The Payments card appears only when your Stripe account is connected. See Payments.

Recent activity lists the latest 15 events across your business. Each event shows how long ago it happened, such as 5m ago, and links to its record. The feed covers:

• Jobs created. A job that still needs a date is flagged Needs scheduling, and a repeating job shows a recurring icon.
• Invoices and estimates.
• Customers added.
• Payments received.

Two banners can appear on the dashboard. Both relate to Stripe.