Home shows your day. From top to bottom:
- Profit alerts (flashing red button, Admin / Managers): jobs whose net profit came in more than 10% under the gross profit. Click it for the list and the reasons.
- Show the dashboard for: Admin / Managers and staff can look at anyone’s day.
- + Task and + Appointment.
- Search with a drop-down (see Search).
- Jobs by stage: a coloured box for each stage with the number of jobs and their value. Click a box to see those jobs.
- Your open tasks, today’s appointments, active jobs and jobs won this month.
- My commission (sales reps): this month’s completed sales, how far over or under the goal, and the commission so far.
- My tasks, My appointments, the week’s schedule, Jobs won by sales rep (by month, quarter or year) and recent activity.