Your dashboard

What it's for

The dashboard is the first screen you see when you sign in. It shows the handful of things that actually need you today, and gets out of the way. What's on it depends on what kind of account you have: an owner and a chippy need different screens, so they get different screens.

If you're an owner

Numbers across the top: what's in your pipeline, what's ready to invoice (before GST), how many jobs are on site this week, and how many to-dos are overdue. Below that:

• Work in progress: your five biggest unbilled projects, with a link to the full financials page.
• On site this week: every job with work scheduled in the next seven days. Tap one to open the job.
• Overdue to-dos, with the unassigned count alongside it: the two numbers that tell you whether your team is on top of things. Tap either to open the to-do list.
• Team workload: everyone on your team, with how many to-dos they have open and how many are overdue, most-behind first. People with nothing on are listed too: knowing who has room is as useful as knowing who's drowning. Underneath, the to-dos nobody has picked up, and any still assigned to someone who isn't on your team, so the rows account for every open to-do the number above them counts. Only owners see this card; it shows outstanding work only, never a tally of what anyone has finished.
• Pipeline funnel: where your deals are sitting, by stage and value. Where it's available, a Stage visibility button in the card's corner lets you choose which stages the funnel (and the phase a client sees) leaves out; see Stage visibility. If you use HubSpot, the funnel counts come from Summit's synced copy of your deals, the same one the pipeline board shows, so a change in HubSpot appears once it has synced.

If you're staff

Your day: how many to-dos you have open, how many are due today, and how many notifications you haven't read. Then your to-do list, this week's jobs, your notifications, and the pipeline funnel. The big button opens your full to-do list.

The unread count is your whole inbox, not just the ten notifications shown below it.

If you have a lot on, the open count shows as "50+" rather than an exact number. Past that point the list is what you want, not the tally.

If you're on site (a Field account)

Two lists: Today and Rest of the week. They show the jobs the office has assigned you. Each row is a job: tap it to open the job's details and specifications. The big button opens the job board. If a job you're working on is missing, ask the office to assign you to it. There are no prices or costs anywhere on this screen, the same as everywhere else in a Field account.

If your company hasn't set up job scheduling yet, this screen says so and points you at the board instead.

If you're a client

Your landing page leads with anything waiting on you (a contract or document that needs your signature), then lists the projects your builder has shared with you. If you only have one project, you go straight into it and skip this screen entirely.

Most of the time you won't see that first card, and that's deliberate: when something genuinely needs signing, the app stops you on the signing screen itself before the landing page, so there's nothing to miss. The card is the backstop for the case where we couldn't run that check.

Things worth knowing

• Every number links somewhere. If you can see a count, you can tap it to see what it's counting.
• If one part of the page can't load, only that card says so. The rest of your dashboard still works.
• A number that couldn't load shows as —, never as 0. "$0 to invoice" and "nothing to sign" mean exactly that; if we couldn't check, we say so instead.
• Dates on the job lists are your company's calendar days, not your phone's timezone: everyone on the job sees the same Monday.
• A job with no dates set still shows up in your lists rather than quietly disappearing.