Dashboard Overview

5 steps · 11-second clip

The dashboard is the full picture without opening a single tab: what is due, what is waiting on a customer, and what the workshop is doing this week.

1. Open the Dashboard

   It is the first tab — and the first thing you see when you open the app.

2. Check active orders

   Every order in production, with due-date alerts when a deadline is getting close.

3. Watch the quote pipeline

   Your most recent quotes and their status — see what is waiting on a customer reply.

4. Catch low stock early

   Low-stock warnings show up here before they stall a job on the bench.

5. Scan the week

   This week’s schedule at the bottom — what starts, what ships, what needs eyes.

Related guides

Schedule Jobs on the Gantt Calendar Track Stock & Materials Create & Send a Quote