Dashboard
The Dashboard is the first screen you see when you log into the Cloud CRM. It's designed to answer the three questions every owner or dispatcher asks at the start of the day: What's happening today? What needs attention right now? Where's my crew? Everything visible on the dashboard is live — it refreshes automatically without a page reload.
The layout is widget-based. Each widget pulls from a specific data source and is independently actionable — clicking a job tile opens the project record, clicking an invoice alert opens the invoice, clicking a crew pin on the map opens that technician's profile. You can rearrange and resize widgets to match how your business prioritizes information, and different user roles see a different default widget set.
The dashboard is not just a read view. Quick-add buttons let dispatchers create a new contact, schedule a job, or fire off an SMS without navigating away from the home screen. This keeps the start-of-day briefing fast and action-oriented rather than a series of drill-downs.
Key Widgets
Today's Jobs
A timeline of every job scheduled for today, sorted by start time. Each job tile shows the contact name, address, assigned crew, current status (En Route / On Site / Complete), and a quick-edit button. Dispatcher can drag to reorder or reassign directly from the tile.
Outstanding Invoices
Running total of unpaid invoices with aging buckets: current, 30 days, 60+ days. Click any row to open the invoice and send a payment reminder in one click.
Crew GPS Positions
A miniature version of the Crew Map embedded in the dashboard. Shows live positions for all clocked-in technicians. Click a pin to see the tech's current job and estimated time on site.
Pending Tasks
AI-generated task list: follow-ups due, unsigned estimates, unsent invoices, and any jobs missing required photos. Tasks are prioritized by revenue impact and deadline.
Revenue Metrics
KPI cards showing: revenue this week vs. last week, open pipeline value, jobs closed this month, and average job value. Trend arrows indicate direction. Click any card to open the corresponding report in Reporting & Analytics.
Notifications
Chronological feed of system events: new leads from the website, invoice payments received, review requests completed, crew check-ins, and AI alerts (e.g., "This customer hasn't heard from you in 30 days").
Quick-Add Buttons
| Button | Action |
|---|---|
| + Contact | Opens new contact form with required fields |
| + Job | Opens new project form, prompts to link or create a contact |
| + Invoice | Opens invoice builder, prompts to link to a project |
| + Schedule | Opens scheduling modal for a specific date/time |
| Send SMS | Opens bulk SMS composer or single-contact message |
CRUD Operations
| Operation | Available | Notes |
|---|---|---|
| View | Yes | All widgets load on page entry; live-refresh every 60 seconds |
| Create | Yes | Quick-add buttons create Contacts, Projects, Invoices, and Schedule Events without leaving the dashboard |
| Update | Yes | Job status, crew assignment, and task completion can be updated inline from dashboard widgets |
| Delete | No | Deletion is handled within each module's own record view, not from the dashboard |
Customization
Users can personalize their dashboard layout from the top-right settings gear. Widget visibility, order, and size are saved per user, not per account — the dispatcher's layout can differ from the owner's without affecting anyone else.
Dashboard widget data is scoped to the logged-in user's role. A Dispatcher sees crew and scheduling widgets by default; an Estimator sees pipeline and estimate widgets. Admins see all widgets and can set default layouts per role.