Dashboard

The “Today’s Schedule” card shows jobs with the status Scheduled and an arrival date set for today.

This metric helps the team assess the expected workload and prepare for vehicles scheduled to arrive at the workshop.

The “Awaiting Reply” card shows estimates that have been sent to customers but have not yet been approved or declined.

This metric helps the team identify estimates that are still awaiting a customer decision and may require follow-up.

The “Ready for Pickup” card shows repair jobs completed within the last seven days.

It helps the team identify recently completed vehicles that may be ready for customer collection. Seven days after completion, these jobs are automatically moved to the archive.

The “Completed This Month” card shows jobs marked as completed during the current calendar month.

This metric provides a quick overview of the number of repair jobs completed during the month.

The “Invoiced” metric shows the total value of invoices created during the selected month.

The “Collected” metric shows the total amount of customer payments actually received during the selected month.

It includes customer payments that have been recorded in the system.

The “Outstanding” metric shows the total unpaid balance of all currently outstanding invoices.

It includes unpaid amounts across all repair jobs, not only invoices created during the selected month.

The number of invoices with an outstanding balance is also displayed below the amount.

The circular chart and progress bar show the proportion of the selected month’s invoiced amount that has already been collected.

The percentage is calculated by comparing the amount invoiced during the selected month with the amount collected. The chart and progress bar fill as the collected proportion increases.

The “Owed to Suppliers” metric shows the total amount of unpaid supplier purchase entries across all time, regardless of the selected reporting period.

It includes supplier invoices and other supplier purchases for which payment has not yet been recorded.

The “Owed to Employees” metric shows the total unpaid balance across all employees.

The balance is calculated as the amount earned minus payments already recorded. The relevant calculation period is displayed below the metric.

The “Stock Value” metric shows the total value of the workshop’s warehouse inventory.

Stock value is calculated using the supplier cost prices recorded for inventory items. It represents the amount of capital currently held in inventory.

The “Workflow Pipeline” section shows how jobs are distributed across the main workflow stages:

• Estimates.
• Approved Work.
• In Progress.
• Completed.

Each coloured segment represents a workflow stage. Its size indicates the proportion of all included jobs currently in that stage.

The number of jobs in each stage is displayed below the chart, while the section header shows the total number of jobs included in the pipeline.

This section helps the team quickly identify where most jobs are currently positioned in the workshop workflow.

This notification shows invoices with outstanding balances.

Select the notification to open the related invoices and review their payment information.

This notification shows jobs with no status change for more than forty-eight hours.

It helps the team identify jobs that may have stalled and determine whether their status needs to be updated or another action is required.

This notification shows active jobs without an assigned employee.

It helps ensure that every active job has a mechanic responsible for its completion.

Select a notification or the arrow beside it to open the corresponding list of records.