Skip to content
My Apprentice My Apprentice Help
Dashboard Day-to-Day

Check your tasks for today

Who can do this?

  • The Office Admin · Office Admins
  • Learning the Ropes · Apprentices
  • The Boss · Business Owners
  • The Books · Finance
  • One-Person Show · Sole Traders
  • The Foreman · Supervisors
  • On the Tools · Tradies

Overview

Before you head out, open today’s shift card and check what you need to do — Shift To-Do’s, client and location, Job To-Do’s, any internal notes (lockbox codes, pets, access instructions). A two-minute pre-arrival check saves wasted drives and missed parts.

Who This Workflow Is For

The Apprentice role. Tradies follow the same pre-arrival routine.

Before You Start

You need a shift assigned to you for today. Open it from the Dashboard schedule stream.

Step-by-Step Process

  1. Open the Dashboard and find today’s shift in the schedule stream.
  2. Select the shift to open the shift card.
  3. Review the client and location section:
    • Client name and contact details.
    • Site address — open the map link where supported to confirm the route.
    • Phone number to call if access is unclear.
  4. Review the Job linked to the shift:
    • Job description — the scope of work.
    • Job To-Do’s — whole-job tasks.
    • Internal job notes — lockbox codes, pets, access via side gate, customer preferences.
    • Materials listed against the job — confirm with your Tradie that you have everything you need.
  5. Review the Shift To-Do’s for today — these are the visit-specific tasks. You will tick them off as you complete them on site.
  6. Check shift notes for anything left by the office team or a previous worker.

What Happens Next

You arrive on site ready. From there, Record your time by clocking in, and work through the Shift To-Do checklist — see What to do when your work is complete for the end-of-shift steps.

Common Issues

  • Site address unclear. Use the map link. Call the client number on the shift card if access is uncertain, or ask your Tradie or Supervisor.
  • Job To-Do’s and Shift To-Do’s look the same. Job To-Do’s cover the whole job; Shift To-Do’s are for this visit only.
  • Materials not in the van. Tell your Tradie or Supervisor before heading to site.
  • Cannot see a job mentioned by your Supervisor. Apprentices see only their own assigned jobs. Ask your Supervisor to either assign you, or to brief you on the job.

Related in Dashboard

Dashboard

Using the Dashboard and Notifications

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: fi…

3 min read
Dashboard

Employee Attention Items — The Tradie and Apprentice Dashboard

This dashboard is intentionally not a business-health view. It does not show revenue, quote value, invoice value, ready-to-book work, or bu…

2 min read

See this in other guide types

FeaturesPersonalising Your Dashboard (Customisation)FeaturesUsing the Dashboard and NotificationsFeaturesEmployee Attention Items — The Tradie and Apprentice DashboardEnd-to-End WorkflowsDashboard and Reporting Workflow