Dashboard

Start the day’s work

1. Open Dashboard after signing in to Business.
2. Review the appointment snapshot and summary panels to see current and upcoming shop activity.
3. Select an appointment or attention item to open its job details and verify the customer, vehicle, services, and status.
4. Use the dashboard shortcuts to open Workshop, Customers, or Reports when you need the full list or a broader view.
5. For a new visit, use Add Appointment where the dashboard provides that action, then confirm the customer, vehicle, and services in the appointment flow.
6. Return to the job record after a customer or service update so the team can work from the latest information.