Skip to main content
All CollectionsGetting Started - Start here!
General - Navigating the Dashboard
General - Navigating the Dashboard

This article introduces the reader to the ServicePower HUB's Platform

Ted Greenly avatar
Written by Ted Greenly
Updated over 7 months ago

Dashboard

Upon first logging into ServicePower HUB, users are brought to the Dashboard. The Dashboard serves as the home page for HUB and is the first page users are directed to after successfully logging into the platform.

There are 4 panels on the Dashboard. These panels provide quick insight into business operations and easy access to account and business profile settings.

In addition to these panels, 2 chart panels provide a visual representation of the active work orders. Both chart panels are located below the 4 primary panels and may be viewed by scrolling down on the Dashboard page.

The Dashboard also contains 2 navigation menus. The main menu located top center contains tools to create orders, line Items, call authorizations, submit claims, and manage users. The content menu offers tools to configure the parameters of your organization's business operations. This menu can be accessed from the Dashboard by clicking the drop-down arrow next to the profile name in the top right corner.

Both the content menu and the main menu are accessible on every page of HUB:

Dashboard Panels:

At a glance, the Dashboard includes 4 panels providing insight into business operations, helpful tools, and a quick hit organization settings menu.

Panel 1 - The Profile Panel

The first panel on the left provides a quick setting menu with options for completing the account and business profiles. It also includes a status bar indicating the level of profile completeness and provides insight into work orders needing to be assigned.

Panel 2 - Order Search

Order search can recall active and completed work orders. The search fields allow for work orders to be searched for by city, zip code, call/wo id, and network. Additionally you can reference a date range by assigning a start and end date. It is not required for all fields to be filled out for the search to work. Leaving a field blank will cast a more comprehensive search, with the final results listing more work orders.

After pressing search, a new window will launch, providing a list of work orders matching the search parameters.

How To Use Order Search

  1. Begin by choosing which fields the search should be conducted with, then input the search terms. (Note: It is not required to fill in all areas.)

  2. Search Terms Field: Click inside the text box and type the team to search work orders by (IE Zip code, City, etc...)

  3. Network: Click the drop-down arrow and select from one of the menu options. (This field can not be manually entered)

  4. Start and End dates: there are two ways to input the date.

    1. Manually: Click inside the text box next to either the start or end date. Type the required date. (Date format: mm/dd/yy)

    2. Calendar Selection: Click on the small calendar icon to launch a calendar view. Use the arrows to move the calendar forward and backward in time. When the desired month and year are reached, click on the day to search from.

  5. Once the perimeter of the search has been defined, click the blue search button to be directed to the search results.

Panel 3 - WO Aging

The third panel from the left provides a quick insight into the number of days work orders have been in various statuses.


This panel contains a second page, indicated by the two gray circles at the bottom. Clicking on the lighter gray circle will slide to the next page.

How to Read WO Aging

  1. Age Measurement Bar:

    The dark gray bar at the top indicates the number of days work orders have been in various statuses. (IE: There are 24 Incomplete Calls over 21 days old.)

  2. Status Rows:

    There are five statuses for work orders to fall into.

    • New Calls:

      Any new request currently not assigned.

    • Incomplete Calls: 

      Calls that have been accepted but the work has not yet been completed.

    • Completed Calls:

      Any calls where the work has been completed.

    • Rejected Calls:

      Calls that were refused by the servicer.

  3. Total Row:

    The final row on page two serves as the total number of work orders per age range.

  4. Blue Numbers:

    A blue number in the status row indicates the number of active Work orders with the same age length. If there are no work orders of a certain age, a black 0 is used.

  5. Blue Box:

    The Blue Box at the end of a Status Row indicates the total number of active work orders for that status. The numbers in these boxes are active links. Clicking on any one of these numbers will take you to the Work Order list, filtered for that specific group.

  6. Page Indicator:

    The two gray circles represent the number of pages available for viewing, with page 1 on the left and page 2 on the right. The circle that is darker gray indicates the page being viewed. To turn the page, click on the lighter gray circle.

Two chart panels provide a visual representation of the active work orders. Both panels are located below the 4 primary panels from the dashboard.

Chart Panel 1 - Work Order Status

This panel visually represents active work orders created in the last 28 days. The charts do not include any completed work orders.

Clicking on the chart will open a page containing all active work orders within the past 28 days.

Chart Panel 2 - Work Order by Type

This chart provides insight into how many work orders are open of a certain type.

IE: 15 Open work orders for installation jobs.

Like the work order status chart, the work order type chart displays active work orders within the last 28 days.

Clicking on the panel will open a page containing work orders related to the chart.

Did this answer your question?