The dashboard

The dashboard is the first screen after sign-in. It gathers request counts, the calendar, items that need attention, and the tracking map when the account enables it. Use it to open lists. Do not close work from a card alone without opening the request profile.

What the cards mean

Each card is a summary of a filter the list already knows: waiting, no provider, overdue visits. Open the card or open the maintenance-request list with the same filter. Counts follow your current branch when the account has more than one.

The calendar shows upcoming visits. If your day is schedule-first, keep the calendar wide. If you work a long list, shrink or hide it in the layout settings.

Customize the layout

You can hide a card, change its width, reorder, or add a card from the same screen.

• Only me saves your layout. It stays even if a supervisor changes the account default.
• All users is for the account supervisor only. If you have no personal layout you see the account layout; otherwise you see yours.

With no active account you see the system default and your change will not save.

Tip: Start with what needs follow-up now, not the whole week on the calendar. Hide cards your role never opens so a real count does not become noise.

What to read next

• Maintenance requests — open a specific number on its profile.
• Calendar — the week’s visits.
• Tracking — the live provider map.