Home dashboard overview
The Overview page adapts to your role. Owners and admins see a full command center: financial KPIs, connection status, system health, shop comparison, and team accountability. Managers see team performance, cash drawer, and operational summaries. Service advisors see today’s sales, work in progress, ready-for-pickup counts, open potential, upcoming appointments, and clocked-in technicians. Technicians see their own assigned work orders, today’s schedule, and job details.
What to check first
Section titled “What to check first”- Today’s sales and how many invoices have closed.
- Work in progress and anything that looks stalled or waiting on approval.
- Upcoming appointments and any pending appointment requests.
- New customer messages or portal submissions.
- Any connection or billing notices at the top of the page.
Where the numbers come from
Section titled “Where the numbers come from”Overview cards pull data synced from TRACS and TracsConnect activity — appointments, customer messages, portal submissions, and connected integrations. If your shop just finished a rush of work, give the page a moment before deciding the numbers are wrong.
Why something may look wrong
Section titled “Why something may look wrong”- The wrong shop is selected in the header.
- Work was entered or changed in TRACS a few minutes ago and has not synced yet.
- Your role does not have access to every card shown.
- A local connection is offline, so recent TRACS changes are not reaching TracsConnect.