Dashboard

The Dashboard is your central hub for managing all your properties. It provides a map-based overview of your portfolio, quick status cards for each property, and an AI assistant to help you take action.

Dashboard Layout

Navigation Sidebar

The left sidebar provides access to all major sections:

• Overview - The main dashboard view (you are here)
• Schedule - View and manage your job calendar
• Messages - Communication with pros and team members
• Bills - Track invoices and payments
• Restocking - Manage inventory and supplies
• Maintenance - Track maintenance items and schedules
• Assets - Manage property assets and equipment
• Checklists - Create and manage cleaning/inspection checklists
• Upsells - Additional service offerings
• Pros - Manage your service professionals
• Automations - Set up automated workflows and agents

Map View

The main area displays an interactive map showing all your properties. Each property is marked with a pin that you can click to view details and take actions.

Property Cards

When you select a property, you'll see status cards showing:

• Next Job - Your next scheduled job for this property
• Last Job - The most recently completed job
• Open Issues - Any unresolved issues or concerns
• Unpaid Bills - Outstanding invoices for this property
• Low Inventory - Items that need restocking
• Maintenance Due - Upcoming or overdue maintenance items

Quick Actions

From any property card, you can quickly:

• Book a cleaning or other service
• Log a completed job
• Add a new job
• Access service-specific actions (pest control, electrical, delivery, etc.)

AI Assistant

At the bottom of the screen, you'll find the AI assistant with a prompt that asks "What can we do for you?" (or "What can we do for [property name]?" when viewing a specific property).

You can type natural language requests like:

• "Schedule a cleaning for next Tuesday"
• "Show me all unpaid bills"
• "Find a pro available this weekend"
• "Check the maintenance schedule for this property"

Bottom Navigation

On mobile devices, the bottom navigation bar provides quick access to:

• Schedule - Your job calendar
• Maintenance - Maintenance tracking
• Messages - Communication hub
• More - Additional options and settings

Reports

The dashboard allows you to view various reports. Each report has a table of data, and some reports include a map view.

Report types include:

• Future Jobs Report - Upcoming scheduled jobs and job requests across all properties
• Maintenance Report - All upcoming maintenance suggested by manufacturers and experts
• Active job requests by address
• Standbys in the area available for coverage
• Nearby jobs completed in your area

Overview Report

The overview report has the most dynamic map of all the reports. On the map, it will show:

• Your addresses
• The next job scheduled for each address
• The last completed job
• Next or last maintenance completed on each property

Using the Dashboard

• The dashboard auto-refreshes to show current data
• Click any property marker on the map to view its details
• Click any status card to drill into a detailed view
• Use the AI assistant for quick actions without navigating away
• Use the sidebar or bottom navigation to access other sections