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The dashboard, explained

The Dashboard is your home screen — the first thing you see when you sign in. It’s built from blocks, each answering a different question about what needs your attention. This guide explains what each block shows.

Every dashboard opens with a few standard blocks, stacked top to bottom:

A quick count of where your work stands: how many are open, overdue, in progress, and completed recently. Each number is a live reflection of the work orders you’re allowed to see, so it’s always current. Select View all to jump to the full Work orders list.

An at-a-glance compliance read for your fire extinguishers, AEDs, and inspections. Each category shows a status — compliant, attention needed, or action needed — so you can tell in a second whether anything is slipping. Select View all to open the Life Safety dashboard for the full picture.

A summary of your scheduled maintenance: what’s due this week, what’s overdue, and how much is scheduled overall.

This block only appears for managers and administrators, and it adapts to your role:

  • Administrators see both Managers and Technicians, each with their count of open work.
  • Managers see their Technicians.
  • Technicians don’t see this block — their own work already lives in the Work orders block.

It’s the fastest way to see how work is distributed across your team.

The numbers on the dashboard aren’t a snapshot you have to refresh — they reflect the current state of your data every time the page loads. If a work order goes overdue or an inspection comes due, you’ll see it here.

The default layout is just a starting point. You can add blocks, hide the ones you don’t use, and reorder them to match how you work. See Customizing your dashboard for how.