Using the dashboard

The dashboard is where your staff checks the day, looks up customers, follows work orders, reviews inventory, and watches shop performance.

The primary daily pages are listed in the left sidebar:

Sidebar item	Use it for
Overview	A role-based starting point for sales, work in progress, messages, appointments, and shop health.
Calendar	Appointment requests, scheduled visits, staff assignments, and quick appointment edits.
Work Orders	A work-order list for finding active or recent repair orders.
Customers	Customer search, customer records, vehicle records, and service history.
Inventory	Stocked items, tire inventory, item details, scan-link tools, and import tools.
Reports	Shop performance, sales, estimates, labor, tires, and accounting views.
Texting	Customer conversations, unread messages, templates, and texting automations when enabled.

Before you start

Use the shop selector in the dashboard header before reviewing data or changing settings. In multi-shop accounts, the selected shop controls what many pages show.

Some pages are limited by role or permission. If a page is missing from the sidebar, ask an owner or admin to review your access.

Daily workflow

Start in Home dashboard overview to spot what needs attention.
Open Calendar to review appointments and requests.
Use Work Orders to follow active shop work.
Use Customer lookup when a customer calls, texts, or walks in.
Review Inventory basics when a stocked item or tire count looks off.