Skip to main content

Review your dashboard

Check revenue, calls, jobs booked, estimates, invoices, and team performance, or see your day at a glance in the mobile app.

Y
Written by Yuli from Onsite

Use the dashboard to check revenue, calls, jobs booked, estimates, invoices, and team performance for the period you choose.

On web

Note: The figures only cover the selected period. If a period looks empty, it doesn't always mean your account has no past activity. Try a different date range.

  1. Open Dashboard.

  2. Use the date selector to choose the reporting period.

  3. Review the Revenue report, Avg revenue per job, and Revenue trend.

  4. Check the counts for Calls, Jobs booked, Won estimates, and Paid invoices.

  5. Review the Estimate report and Team performance sections.

  6. To get updated results, select Refresh if it's shown.

In the mobile app

In the mobile app, Home shows a summary of your day instead of the full dashboard.

  • Your day lists today's jobs. To start a booking, select Book a job.

  • Revenue shows a summary of your revenue.

If nothing is booked for today, Your day can show No jobs today. This doesn't mean your customer, estimate, or invoice lists are empty.

Related articles

  • Find your way around Onsite

  • Finish setting up Onsite

Did this answer your question?