This is a Dashboard that's dedicated to all the tasks that you have to look at personally, which allows you to actually focus on the jobs that need to be actioned with immediate effect.
The best part is, you decide what should come to your dashboard and that's through creating your own business rules.
Following is the default view of the Smart Dashboard
The List View
You are able to switch between the list view and the grid view by selecting the option through the following;
Grid View :
List View :
The Grid View
Once you set the business rules, all the jobs that match the respective criteria will be listed here. Following are the type of jobs that can be called on to the Smart Dashboard;
|To remind on jobs available to quote||To remind on site-visits|
|To remind on quote drafted jobs||To remind on revision requested jobs|
|To remind on unscheduled jobs||To remind on pending schedule jobs|
|To remind on overdue jobs||To remind on jobs with PM submitted variations|
|To remind on variation submitted (Own) jobs||To remind on in-progress jobs|
|To remind on jobs pending internal approval||To remind on jobs pending invoice|
|To remind on scheduled jobs||To remind on the job pending client approval|
|To remind on jobs with subcontractor submitted variations|
The actions you can perform through the Smart Dashboard
1. Filter the job list by Service, Suburb, Urgency and Priority
2. Execute actions for jobs that are triggered by the Business Rules
The main actions are listed on the card itself while you are able to click on "Expand View" to open the job card to perform the entire list of actions to the job.
3. Get an overview of the work scheduled for today and the upcoming days
4. Friendly reminders to motivate you to complete the task list