Using the Dashboard and Notifications

Overview

The dashboard is the first screen after login and gives you a real-time summary of your business. What you see is tailored to your role: financial and operational summaries for Business Owners and Finance, team scheduling and approvals for Supervisors, and a personalised shift view for Tradies and Apprentices.

Who uses this feature

All roles. The dashboard adapts to your role.

When to use this feature

Use the dashboard as your daily start point. Check it at login and again whenever you want a fast view of what needs your attention.

What you can do with this feature

• See live business activity in role-appropriate panels.
• Work through the Needs Your Attention panel for items that require action.
• Open jobs and shifts directly from the dashboard.
• Start common tasks via Quick Actions (see Personalising Your Dashboard).
• Review notifications from the bell icon.
• Add custom dashboard tiles (Custom Tiles).

How the feature works

What appears on each role’s dashboard

Role	What the dashboard shows
Business Owner	Stat cards (jobs in progress, outstanding invoices, revenue), Needs Your Attention, schedule stream, Quick Actions, monthly revenue, live staff status.
Finance	Same as Business Owner where finance permissions allow.
Supervisor	Schedule stream for the teams you manage, Needs Your Attention scoped to your team, Quick Actions.
Tradie	Your upcoming shifts, pending actions (for example unsubmitted timesheets), Quick Actions.
Apprentice	Your upcoming shifts and recorded hours. Pending actions tailored to apprentice access.
Sole Trader	Business-owner style dashboard with team-management features simplified.

Use Needs Your Attention

The Needs Your Attention card lists items that require action, ordered by severity. Common items include:

Category	Item	When it appears	How to resolve
Schedules	Unassigned shift	The shift has no worker assigned	Assign a worker
Schedules	Overdue shift	Shift end time has passed without completion	Complete or cancel the shift
Quotes	Ready to invoice	Quote is ready to be invoiced	Create an invoice from the quote
Quotes	Client accepted	The quote was accepted but no job has been created	Convert the accepted quote into a job
Invoices	Overdue invoice	Invoice past due date and unpaid	Follow up with the client or mark it paid
Invoices	Not emailed	Invoice is non-draft and unpaid but has not been sent	Send the invoice
Invoices	Not synced to Xero	Invoice is not synced (only with Xero connected)	Push the invoice to Xero
Enquiries	New enquiry	New enquiry received	Open and respond
Messages	Unread message	Client message in a job thread	Open and respond
Timesheets	Unapproved week	Submitted timesheet pending approval	Approve or unapprove
Supplier Invoices	Review required	Supplier invoice needs review after AI parsing	Review and correct
Jobs	Unscheduled job	Active job with no shifts scheduled	Schedule a shift
Jobs	No future work	Active job with no future shifts	Schedule additional shifts

Selecting any row in Needs Your Attention opens the underlying record or a relevant pop-up.

Use Quick Actions

Quick Actions are shortcuts that open the relevant page so you can start the task. They do not create records until you submit the form. The actions visible to you depend on your role (see Personalising Your Dashboard).

Review notifications

1. Select the bell icon (🔔) in the header.
2. Use the category tabs (All, Schedules, Quotes, Invoices) to filter.
3. Select a notification to open the underlying record.
4. A number badge on the bell shows your unread count.

Shift status meanings (Operational schedule and Live staff status)

Status	Meaning
Scheduled	Booked, not started
In progress	Worker has clocked in and the shift is active
Overdue	Scheduled time has passed without the shift being completed
Complete	Shift has been completed

Role-specific notes

• Business Owner and Finance: see the full attention list across the business.
• Supervisor: sees attention items scoped to their assigned team. Financial values appear only where role permissions allow.
• Tradie and Apprentice: see personal shift items and tasks; do not see business-wide attention items.
• Sole Trader: sees a business-owner style dashboard tailored to a one-person setup.

Related workflows

• Personalising Your Dashboard (Customisation)
• Allocating Workers (Dispatch)
• Creating, Sending, and Tracking Invoices
• Reviewing and Actioning Enquiries
• Recording, Submitting, and Approving Timesheets

Important notes

• Items in Needs Your Attention auto-clear once the underlying issue is resolved.
• Notifications follow the same scope rules as the dashboard — Business Owners see everything; Supervisors see their assigned scope.