How to use the Dashboard in JobSheet
Open Dashboard
- Sign in to your workspace.
- Open Dashboard from the sidebar on a computer, or tap the workspace name next to the logo on a phone. You also land here right after sign-in.
The greeting at the top is personal. The rest of the page is what matters for the day: your timeline, week counts, and recent notes or files.
On a computer, What’s new sits next to Help in the header and opens the JobSheet releases page in a new tab. On a phone, open More and choose What’s new from the menu.
What’s on today?
What’s on today? lists job sheets and note reminders for today that are assigned to you (including when you are one of several people on the same job). Cards sit in time order.
- Open a job card to jump straight into that job sheet, or open a reminder to go to the note.
- Choose Open schedule when you need the full week on Work Schedule (Diary or Team week).
If nothing is booked for you today, you see No jobs scheduled today and Plan the week.
Done and Finished visits still appear on today’s list so you can look back. Cancelled jobs do not. See Schedule a job in the diary.
This week
This week shows three quick counts. Each tile opens the matching list:
| Tile | Meaning | Opens |
|---|---|---|
| Quotes | Draft and sent quotes | Quotes (office staff and workspace admin) |
| Reminders | Notes with reminder dates this week | Work Schedule (field staff only; replaces Quotes) |
| Jobs | Active job sheets | Job Sheets |
| Done | Jobs marked done in the last 7 days | Job Sheets filtered to Done |
- Use View all jobs for the full Job Sheets directory.
- If works orders need scheduling or are overdue, a short status line appears under the tiles.
These counts are a snapshot, not a full period report. For month or tax-year totals and CSV exports, use Reports.
Recent activity
Recent activity (on the right on a wide screen, below This week on a phone) lists notes, @mentions, likes, and file uploads across the workspace, with links back to the customer or job sheet.
- Choose a row to open that record. Use View all when the list is long.
Field notes with reminder dates also land on What’s on today? and the schedule. See Add notes on a job or customer.
Tips
- Dashboard is always your day. Colleagues see their own assigned jobs and reminders.
- Field staff see Reminders instead of Quotes in This week, and do not get Quotes or Invoices in the main menu. See Field staff vs office staff roles.
- Assign people under Assigned to when you schedule a job so it appears on their Dashboard and Mine schedule.