Dashboards

What this page is for

The dashboard is one page with up to four sections. You see only the sections your access allows.

• Overview: what needs attention today, your tasks and reminders, and a Sales part with new requests, quotes waiting for an answer, quotes won this month and the conversion rate.
• Operations: today's visits, jobs to schedule, jobs that need action, parts to order and services due.
• Finance: money invoiced and paid this month, what is owed and how late, overdue invoices, latest payments and expenses to approve.
• Compliance: certificates that are overdue or due in the next 30 days, team Gas Safe, electrical and insurance dates that have passed or fall in the next 60 days, and your company's own insurance date.

Do the common things

Check what needs you today

1. Open Dashboards from the menu on the left.
2. Look at the tiles. Each tile shows a number and a short name.
3. Click a tile to open the list behind it.

Arrange the dashboard your way

1. Click a section's name to fold it shut. Click it again to open it.
2. Click Hide to take a section off the page. To bring it back, click Sections at the top and tick it.
3. Use the up and down arrows to move a section.
4. Trade Sure saves your layout for you, so it is the same on every computer and phone you sign in on.
5. Click Reset layout to go back to the usual order with every section open.

Add new work quickly

1. Use the buttons at the top right of any page: + Request, + Quote or + Job.
2. Fill in the form and save.

Find anything

1. Type a name, address, phone number or invoice number in the search box at the top.
2. Press Enter. Results are grouped by clients, jobs, quotes and invoices.

Hear about things as they happen

1. Click the bell at the top. A red number means you have new notifications.
2. Click a notification to open the record it is about.
3. You can mute kinds of notification under My account.

What the numbers mean

• Action required counts finished jobs that still need an invoice, a follow-up visit or to be closed.
• Unread messages counts texts, WhatsApp and customer page messages nobody has opened.

If something looks wrong

• A tile shows 0 but you expect work: check that the work is not archived or already closed.
• A tile is missing: it belongs to a module that is switched off. See Settings and your account.
• You cannot find a client: search by phone number or postcode too. Archived clients do not show by default.