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What is My Day/My Dashboard?
What is My Day/My Dashboard?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a year ago

My Day or My Dashboard (the two most common labels for this area) is a personalized dashboard that shows information that is relevant to a specific individual or employee. This is the standard page you will land on immediate after logging into the system.

The available tiles displayed on the My Day page are configurable and you may not have all of the tiles turned on/available for your permission level.

Here are the available tiles explained in the My Day area:

Punch In/Out: You can punch in and out for the day and specific jobs. 

Jobs: See all jobs that are assigned to you, and also the details of that job. There is a calendar picker that allows you to select a specific date. Click 'show more' to see greater details, including, line items, notes, and the client phone number. Tip - click the client's address to open it in Google Maps.

Timesheet: You are able to see a breakdown of all the time you've worked in detail.

Interactions: If you have created and assigned interactions for your staff to complete, they will display under the Interactions tile on the My Day page.

Commission: If you are set up on commissions, you can also see how much money you have earned based on the sales you've made or the commission structure rules. It will show you the Commission Date, name, order total, base, amount, and status.

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