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The dashboard

Read today’s exceptions and open work first, then customize cards — for yourself, or for everyone if you are the account supervisor.

Written for Account operators User guide last reviewed on 2026-09-30

The dashboard is the first screen after sign-in. The system default opens with request KPIs, Needs attention, Status overview, Requests by property & asset, and Upcoming requests — exceptions first, then where work sits, then what’s next. Calendar, map, budget, and spend cards stay in the catalog until you add them (or until an older saved layout already includes them). Use the cards 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, and they never exceed what you can see on the list (visibleToUser).

Needs attention surfaces overdue visits and requests still without a provider. Status overview breaks counts by status — open a row to jump to that filtered list. KPI tiles for total, completed, and cancelled also open the matching list; cancelled stays quieter than the active volume tiles.

Requests by property & asset is on the dashboard by default. Switch List, By type, or Floor plan on the card — if you already saved a personal layout, the choice is remembered quietly, without a “saved” message. The list shows properties, assets, customers, Maintenance Contracts (only if you can manage them), and floor plans that currently have active requests, with a count on each row. By type keeps the same rows in sections. Floor plan opens a plan image with pins: each pin is a property on that plan, and the number includes requests on that property and on its assets. Choose a plan from the list; Open requests on this plan opens the request list for that plan. Open any row — the name or the counts — to see that property or asset’s requests on the request list. The list search tools show the same filter. A property row is that property only — not its children or assets. A floor-plan row is every property pinned on that plan, plus assets on those properties. A customer row includes requests on that customer’s properties, assets, and contracts. A contract row filters the list to that contract. A pin opens the same list for that property and its assets. Every row already shows active, total, completed, overdue, and unassigned. The gear on the card remembers your choices: hide a counter you do not use, include items that ever had a request, or hide a type you do not use. Scroll the list to load more — the page does not load every site at once.

The Floor plan and tracking map options are unavailable to service providers; their dashboard stays limited to the work assigned to them.

Upcoming requests lists the next scheduled visits that are still open. Add the calendar or tracking map from Customize if your day is schedule- or field-first; they are not forced on by the system default.

Two more catalog cards add a longer view when you add them: Preventive vs. corrective counts this week's and this month's requests by type, and Spend by property lists the properties with the highest maintenance spend so far this month. See budgets for capping and tracking that spend per property or contract.

While the account is on a free trial, the sidebar shows days left and Talk to us. After the trial ends, sign-in opens the sales contact page instead of the dashboard. See subscription and free trial.

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.
  • Reset clears your (or the account) saved layout and returns the curated system default — it does not rewrite other people’s personal layouts.

With no active account you see the system default and your change will not save. Existing personal or account layouts keep their saved order until you reset; new accounts start on the curated set.

Tip: Start with what needs follow-up now. Add calendar or map only if your role opens them every day so a real count does not become noise.