Reading the dashboard
Six figures across the top, each against the last period, then who owes the shop, which invoices are largest and who is booked next, plus one link to the open work.
For owner, manager, anyone with reports access · checked against the product on 2026-10-31
Dashboard leads with six figures, then keeps three focused cards: customer aging, largest unpaid invoices and upcoming appointments. A single linked sentence says how many open orders are across the shop and opens the board. The dashboard does not repeat every lane or board control. The two money cards use the same balance function as the aging and unpaid views inside Invoices, so their Total due rows agree with those full lists. The money cards show at most five rows before sending you to the report that owns the full list.
Every read stays inside the current shop. Demo and test rows are excluded from every row, count and amount a live shop sees; the test playground explicitly includes its own stamped test rows. Appointment windows are cut on the shop's timezone, not the server's or the device's, so Today still means the shop's business day when somebody opens it while travelling.
The figures across the top
Six cards lead the page. Each one is a link to the report that explains it, and each says what it is compared with: today against the same weekday last week at the same time of day, and this month against last month at the same point. Comparing half a day with a whole one would read as a drop every morning.
- Sales today and Sales this month — invoices raised less invoices voided, the Net column of the sales summary. A card opens End of Day or the sales summary on the same dates.
- Cars this month — repair orders invoiced this month. A counter sale is a sale but not a car, so it is left out, and a voided invoice is no longer a car.
- Average repair order — what those cars were invoiced, divided by the number of cars. A bill split in two is still one car.
- Closing ratio — of the estimates first sent this month that asked the customer to decide something, how many ended with at least one job approved. It is the estimate close rate report's own count, and its change is in points.
- Gross profit — what this month's billed work kept after parts, sublet and labor cost. When a cost is not recorded it shows a dash and why, never a guessed zero.
What is owed
- Customer aging
- Customers with open balances, largest first, with invoice count, how many days past its due date their most overdue invoice is (Overdue) and its aging bucket. The Total due row is the exact amount owed across the shop and how many accounts owe it. Show more appears only when accounts remain beyond the first five.
- Largest unpaid invoices
- Individual invoices ordered by what is still due, each with the order and the first service on that invoice, the invoice number, the customer and vehicle frozen on the invoice, and that invoice's Total, Paid and Due. An order billed in stages has one row per unpaid invoice, so its row can show less than the order's grand total. The Total due row says how many invoices remain open and their exact combined balance. On a phone, Total and Paid fold under the order.
What is moving
The open-order sentence uses the board's own open-work rules across the whole shop. It leaves out cold estimates filed under Follow-ups and every paid or closed car. It is not narrowed by a person's saved board filters. Archiving does not change an order's status, so an archived open order remains in this whole-shop count even while the board's Archived switch is off. Following the sentence opens the board without changing that saved view.
Upcoming appointments offers Today, Tomorrow, This week and Next week. This week means today through the end of the shop's Sunday-anchored week; next week is the complete week after that. The time column prints the hour where each hour's first appointment starts, the week tabs name each day they cross, the current-time line appears only in a window that includes today, and each appointment opens its move screen.