The Dashboard is the page you land on after signing in.
On a computer it opens with the quick actions, inventory value, the sales chart and the Action Items card, in that order.
On a phone it answers one question first — what needs me right now — and keeps everything else below that. The sections below cover both.
What needs attention (phone)
The strip at the top of the phone dashboard lists only things that are late or owed. Each line gives you the count and, where it’s money, the amount, and tapping it opens the matching list already filtered.
- Work orders due — jobs at or past the date you promised the customer, with how many are actually late called out separately from those due today.
- Jobs ready, not collected — finished work still sitting on the shelf.
- Customers past due — receivables aged past 30 days, with the amount over 90 days named on its own line, because those are a different conversation.
- Memos to check on — memos where it’s been longer than your reminder setting since anyone was last in touch. See below.
- Vendor invoices past due — what you owe, aged the same way.
A line you don’t see is a line at zero. Nothing is hidden from you — if the strip is empty it says “Nothing needs you right now”, which means there genuinely isn’t anything in these categories. That’s deliberate: a row only appears when it means something, so it’s worth reading when it does.
Work comes before money in the list. An overdue job means someone is waiting on a call today; a receivable aged over months and won’t change by lunchtime.
How “memos to check on” is worked out
This uses your own setting — Settings → Organization → Reminders → Open Memos, the number of days after the last contact before an open memo needs chasing again. Whenever someone checks on a memo the clock resets.
A memo nobody has ever checked on is measured from the memo date instead, since handing the goods over is itself the last contact. Those memos are counted separately on the line (“N never contacted”) — they’re easy to lose track of precisely because nobody has touched them.
The rest of the page
- Today’s appointments — the appointments bar. It only appears once appointment booking is configured.
- Quick actions — on a computer, all eight starting points (New Invoice, New Work Order, New Memo, New Appraisal, Add Contact / Jewelry / Watch / Stone). On a phone it’s the three a walk-in starts from nothing — invoice, work order, memo — because the rest are quicker to reach from their own list’s + New, and eight buttons filled the whole first screen.
- Action items — a tabbed working card of things that need follow-up (see below).
- Inventory value — current stock at cost / retail.
- Sales history chart — the last 12 months of monthly sales, each month set against the same month a year earlier. The legend reads CY (the month shown) and PY (that month a year before). Because the window rolls, it spans two calendar years: in August 2026 it runs September 2025 through August 2026, so the leftmost September is 2025 against 2024, not this coming September. Point at a bar to see the month’s exact year and amount. Toggle “Exclude trade-ins” to see what’s pure sales activity. It keeps its place on a computer; on a phone it drops below the actionable cards, since it’s for reviewing deliberately rather than acting on.
The widgets shown depend on your permission group, and two of them are their own permission:
- Dashboard: Sales Chart — the sales history chart.
- Dashboard: Open Balances & Action Items — the action items card and the attention strip.
Neither is granted to the built-in Sales Staff group, so a salesperson sees the quick actions, appointments and their own work without the shop’s takings and receivables. Administrators see everything. Grant either one to a group, or to a single person on Settings → Manage Users — see Permissions overview.
Action items
The Action Items card groups the things that need attention into tabs, each with a count badge:
- Open Receivables — customer invoices with an outstanding balance (money owed to you). A credit balance (you were overpaid) shows in blue.
- Open Payables — vendor invoices with an outstanding balance (money you owe). Same layout as receivables; a credit balance (you overpaid a vendor) shows in blue. Click a row to peek at the vendor invoice.
- Open Memos — memos past their reminder window with items still out.
- Open Work Orders — every repair and custom job still in the pipeline (anything not yet picked up, cancelled, or lost — regardless of whether it’s been invoiced). Overdue jobs show their lateness in red and, along with rush jobs, sort to the top; upcoming due dates show in muted text. Click a row to peek at the job. The same set with full filtering lives on the Work Orders board, where overdue cards also show in red.
- Sold Partnership Items / Sold Vendor Memo Items — consignment sales waiting to be reconciled / paid out.
Click any row to open a quick peek without leaving the dashboard.
Store filter
Multi-store users see a store picker at the top — switch between stores to see that store’s dashboard. The picker only appears if you have access to more than one store.
Customizing what shows
Currently the dashboard layout is fixed; per-user customization (drag-to-reorder widgets, hide what you don’t care about) is a planned feature, not yet shipped. If you find yourself ignoring most of the widgets, your permission group might be granting more than you need — talk to an admin.
Tips
- The phone and the computer show the same information in a different order. Nothing is available on one and missing from the other — the phone leads with what’s late or owed and pushes the chart to the bottom, because a small screen only has room to answer one question first.
- The sales chart is the fastest way to spot a slow month or an unusually strong one — useful before you dive into a specific report.
- Counters update every page load, not in real-time — refresh if a teammate just finalized an invoice and you want it reflected.
- The chart’s last data point is the current month, which is partial. Comparing partial-month numbers to full-month last-year totals can be misleading toward end-of-month.