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;
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 through creating business rules;
|To remind on the job pending review||To remind on tenant posted jobs|
|To remind on drafted job||To remind on quotes available job|
|To remind on jobs sent for owner approval||To remind on jobs pending quotes|
|To remind on revision requested jobs||To remind on unscheduled jobs|
|To remind on jobs with variations received||To remind on jobs with a variation sent|
|To remind on externally posted jobs||To remind on pending invoice jobs|
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
3. Post a job
4. Friendly reminders to motivate you to complete the task list
5. Smart tips to give you a count on the number of remaining jobs to complete for a respective category.
6. Status update
Quickly work your way through your tasks and see how the stats change to favour progress. The goal is to get a thumbs up at the end of the day by converting the total pending count to the completed tasks count.