Dashboard
The Dashboard is your home screen — a real-time snapshot of your business health, today's schedule, financial overview, and smart suggestions to keep the office moving. What you see adapts to your role and financial permissions so field users can focus on today's work while office users see receivables and pipeline health.
Open Dashboard from the main navigation. It loads automatically when you sign in.
When to use this
- You want a quick snapshot of today's schedule, revenue, and overdue invoices before starting work.
- You need to check how many techs are working and which jobs are live right now.
- You want to see pipeline value or collection trends without opening multiple pages.
- You are looking for smart suggestions — stale pricing sheets, upcoming renewals, or plugin recommendations.
Before you start
- The dashboard pulls data from Customers, Jobs, Invoices, and Scheduling. Add a few customers and schedule at least one job so the tiles show real numbers.
- Invoice counts and overdue-invoice alerts require Invoices read access. Collected revenue and outstanding receivables require both Invoices and Payments read access.
- Technician users see a field-work dashboard that emphasizes today's visits, job status, schedule links, shift prep, and field shortcuts instead of receivables, invoice counts, payment totals, or onboarding prompts.
- Overdue invoice alerts only appear when invoices exist, pass their due date, and your role can read invoice metrics. Create and send invoices to see the overdue tile in action.
- Smart nudges and the getting-started checklist appear when your account is new or data is sparse. Completing the checklist hides the widget.
Role-based dashboard views
ToolbagCRM keeps sensitive revenue and collection details out of field-only dashboards:
- Administrators, finance users, and office roles with Invoices + Payments read access see the full business dashboard: receivables, overdue invoices, pipeline value, collected totals, recent customers, and smart nudges.
- Office users with Invoices read access but no Payments access can still see invoice counts and overdue-invoice alerts, but collected revenue and outstanding receivables are hidden as $0 values.
- Technician users, and sessions where permissions are not available yet, see a field dashboard headed by Here's today's field work. It shows today's visit count, Check the work queue and Open today's schedule cards, a Jobs by status summary, Shift prep, and Field shortcuts for jobs, scheduling, and time logging.
- The field dashboard intentionally omits receivables, invoice totals, payment amounts, recent-customer contact details, onboarding checklists, and marketplace nudges so field-only users stay focused on today's work.
- The stats error banner still appears for every role if dashboard data cannot load, so a loading problem does not look like an intentionally empty account.
What the dashboard shows
For office and finance users with full financial access, the dashboard adapts to your active theme and includes these sections:
Greeting band
- Current date and day of the week.
- Today's job count or "no jobs today."
- Overdue invoice alert count (if any).
- Personalized greeting using your first name.
- Receivables message showing what you are owed, or a motivational message when nothing is outstanding.
Today hero tile
The largest tile on the dashboard, showing what matters right now:
- "TODAY" badge with today's visit count and number of techs working.
- "Open dispatch" link to the Scheduling page.
- Animated revenue number — estimated revenue booked for today.
- Timeline strip — a visual 8 AM to 6 PM day progress bar with a pulsing current-time marker.
- Upcoming visits — up to four visit cards showing the time range, job title, and customer name. The current visit is marked "LIVE" with an animated pulse dot. Click any card to open the job.
Collected tile
- Total collected in the last 30 days with a trend indicator.
- Sparkline chart showing the collection trend.
- Sub-stats for outstanding balance, customer count, and active jobs.
Overdue alert tile
- Count of overdue invoices (highlighted in red when greater than zero).
- Message explaining the situation: "N invoices overdue" or "No overdue invoices."
- Charge button linking to the overdue invoice list so you can charge cards on file.
Recent customers tile
- Up to four recently added customers with avatar, name, and email.
- "View all" link to the full customer list.
Pipeline tile
- Total pipeline value for the month.
- Four horizontal progress bars showing:
- Leads — customer count and estimated value.
- Quoted — pending jobs and outstanding amount.
- Active — in-progress jobs and estimated value.
- Won — completed jobs and collected amount.
Smart nudges tile
Three contextual suggestions based on your current data:
- Warning — outstanding receivables or a stale pricing sheet.
- Info — recurring service renewals coming up next week.
- Success — suggestion to add a membership tier or try a new plugin.
Getting started widget
A guided onboarding checklist for new accounts. Completing the checklist helps you set up the essentials before diving into daily work.
New account tip
When your account has fewer than five customers, a tip banner encourages you to browse the marketplace for plugins like Quotes, Time Tracking, or Memberships.
Product tours and quick support
New non-demo accounts can see a skippable 60-second product tour from the dashboard after onboarding is complete. The tour walks through the core money loop: add a customer, create a job, send an invoice, and connect Stripe in Settings → Integrations.
On desktop, use the round Support & help button in the bottom-right corner when you need assistance without leaving the page. The support panel lets you:
- Report a problem, suggest an idea, ask a question, or send praise.
- Include the current page, screen size, browser, and account context automatically with the message.
- Restart the product tour from Take the product tour.
- Open the Help Center from Browse Help Center.
Live chat is shown as Soon in the support panel. If the current page has a page-specific tour, the panel also shows Tour this page.
Tips
- The dashboard loads on sign-in so you start every day with a clear picture.
- Use the product tour as the fastest path for training a new office user on the customer → job → invoice workflow.
- Give technicians the Technician role when you want them to land on jobs, schedule, and time-entry shortcuts without exposing receivables.
- Click the overdue charge button to jump straight to overdue invoices and collect payments.
- Use the pipeline tile to see where your revenue is coming from this month.
- Check smart nudges for actionable suggestions you might otherwise miss.
Troubleshooting
Numbers say "—" or show dashes
The dashboard uses em dashes when the stats API has not returned data yet. This can happen right after sign-in while tiles are still loading, or if the stats endpoint timed out. Wait a few seconds for the loading skeletons to finish. If dashes persist, check your internet connection and refresh the page.
The dashboard shows an error banner
A red banner that says "Couldn't load your dashboard stats" means the stats API returned an error. The rest of the page may still show partial data. Click Try again in the banner to refetch. If the error persists, the ToolbagCRM API may be experiencing an outage — check the status page or try again in a few minutes.
A newly invited user sees the field dashboard or a stats error
ToolbagCRM fails closed when it cannot match the signed-in person to an active account user and role. The page may keep the user on the non-financial field dashboard, and dashboard stats may return a permission error instead of revenue or invoice totals. Ask an administrator to confirm the invite was accepted, the email address matches the account user, the user is active, and a role is assigned. Once the account user and role load correctly, the dashboard can show the field-work or financial view allowed by that role's permissions.
No visits appear on the timeline strip
The timeline strip shows today's scheduled visits. If no visits are scheduled for today, the strip appears empty. Schedule a job visit for today in Scheduling to populate the timeline. If visits exist but do not appear, confirm the visit times fall within the 8 AM – 6 PM display window.
I do not see receivables or invoice totals
Financial dashboard metrics are permission-based. Confirm the user's role can read Invoices when they should see invoice counts or overdue-invoice alerts. Confirm the role can read both Invoices and Payments when they should see collected revenue, outstanding balance, or other receivables totals. Technician users are intentionally routed to the field-work dashboard instead of the financial dashboard.
Getting-started checklist will not go away
The getting-started widget hides automatically when your account has five or more customers. If you have added customers but the widget still appears, refresh the page. The count updates on each dashboard load.