We recommend you use Google Chrome as your browser while using Fieldwork.

Summary

The Dashboard gives you a high-level view to the business side of your business.

Key Points

You must have an Administrator role to see the Dashboard
Select the Widgets you want to see or hide
Each Widget has a View link that takes you to a report for more detailed information
The Navigation bar takes you to specific areas and Settings

Dashboard

Administrators will see the Dashboard after logging in to Fieldwork. Here you can see a snapshot to various aspects of your business.

Button settings for date ranges, comparison to previous periods, and Widgets appear in the upper right.

Click the Widgets button to show/hide which Widgets you want to view in your Dashboard. The following Widgets are available for viewing:

Payments Cancellations

Invoices Contact Forms

Accounts Receivable Sales Projection

One-time Customers Service Agreements AVG

Recurring Customers Overdue Invoices

New Starts Missed Appointments

Service Agreements Recent Activity

Work Orders Tasks

Estimates Marketing

Callbacks Sales

Each Widget has an Information image to the right of it. Hover your mouse over it to see guidance text about that Widget.

Each Widget has a View link

Each Widget has a View link that takes you to a report for more detailed information.

Navigation bar

The way you get around Fieldwork is mostly done from the Navigation bar. The Navigation bar runs along the top of the browser. Users with rights other than Administrator will not have access to all shortcuts shown here. Also, you subscription plan may not include all shortcuts shown here.