Using and customizing the dashboard
The dashboard gives you a quick view of what needs attention and shortcuts into your daily work.
Written By David Dayan
The dashboard gives you a quick view of what needs attention and shortcuts into your daily work. You can choose which widgets appear and arrange them around the way you run your business.
Use the dashboard to plan your work
Summary widgets show information such as revenue, today's appointments, unpaid invoices, and weather. Your available widgets depend on your role and permissions.
Use Your Tasks to move between overdue, due today, and upcoming work. Your Upcoming Appointments shows what is next on your schedule, and Quick Actions gives you direct access to common tasks such as creating a job or adding a client.
Customize your dashboard
Click Customize in the top-right.
Turn widgets on or off. If a section is full, turn off one widget before choosing its replacement.
Drag the handle beside a widget to change its position.
Click Save Changes.
Your layout is personal and follows you across devices. Widgets you do not have permission to see are hidden automatically.
Next steps
Use saved views for lists you check often, or global search to find a particular job, client, or setting. If you are setting up Photeria, follow Your first job.
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