Platform Basics
Your dashboard at a glance
What every card, metric and shortcut on the Overview screen means. Start by sign in - you land on Overview (the house icon in the sidebar).
What it does
The Overview dashboard is your business cockpit: today's jobs, outstanding invoices, team activity and revenue trends in one screen. Every card is clickable and takes you straight to the underlying list, so it doubles as your fastest navigation surface.
When to use it
Start every working day here, it answers "what needs my attention right now?" before you open a single module.
Steps
- Sign in - you land on Overview (the house icon in the sidebar)
- Scan the stat cards: jobs today, unpaid invoices, active team members
- Click any card to jump into the filtered list behind the number
- Use the quick-action buttons to create a job, invoice or customer without leaving the page
About 5 minutes.
What it solves
Eliminates jumping between five screens just to understand how today is going.
Why it matters
Owners who work from the overview catch overdue invoices and unassigned jobs hours earlier than those who live inside individual modules.
Last updated 2026-09-05.