Dashboard

The services home page with today's bookings, walk-ins waiting, completed work, revenue, uncollected jobs, no-shows, the job pipeline, staff utilisation and top services.

The Services Dashboard is the day at a glance: how many bookings, who is waiting, what is done, what was collected and what still needs billing.

The Services Dashboard with today's figures, the job pipeline and staff utilisation

Before you begin

• You need the View Services Dashboard permission.
• A new company sees Welcome to Services with three steps. Each step is ticked once done.

Where to find it

Open Services → Overview → Dashboard.

Get started

The welcome panel lists the three set-up steps. Click each one:

1. Apply an industry preset: opens Settings.
2. Add your Staff: opens Staff.
3. Take your first booking: opens the Booking Desk.

Read the dashboard

• Bookings today, Walk-ins waiting with how many are in service or served, and Completed today.
• Revenue today: jobs billed today. An amber line shows completed work not yet collected; bill it from the job card.
• No-shows (7d): no-shows out of all bookings in the last 7 days.
• Job pipeline: how many jobs are in each status. Click Open board for the Jobs Board.
• Coming up today: the next appointments and walk-in tokens.
• Staff utilization today: who is busy and who is free.
• Top services — last 7 days: the most requested services.

Click Booking Desk or Board at the top to go straight there, and Refresh to update the figures.

Common questions

Revenue today looks low. Only billed jobs count. Completed jobs not yet billed show as uncollected. See Complete a job and collect payment.

The page says the dashboard is not available. Your role does not include it. Use the side menu to open the screens you can use.

The page says the module is being set up. The Services tables are not installed on your company yet. Ask your service provider.