The Dashboard gives you a quick overview of jobs that need attention, overdue scheduled work, technician workload, and key business metrics.

It is designed to help dispatchers and managers quickly identify what needs action today and how the team is performing during the selected period.

The Action required panel highlights jobs that may need immediate attention.

It has two tabs:

Each tab shows up to 15 jobs in the table.
The KPI badges show the full count, so the number in the KPI may be higher than the number of rows visible in the table.

Clicking any row opens the related job form.

Both tabs use the same main table layout.

Long descriptions may be shortened in the table for easier reading.

The Overdue scheduled jobs tab shows jobs that were scheduled but have not been started on time.

In simple terms:

A job appears here when it is still Scheduled, but its planned time has already passed.

This helps you quickly find jobs where the technician has not yet started the work even though the scheduled time is already over.

A job appears under Overdue scheduled when:

For timed jobs, Repair-CRM checks the scheduled time window.
For all-day jobs, the job becomes overdue when the scheduled job date is before today.

The following jobs are not listed under Overdue scheduled:

These jobs are already in progress or completed.

The following jobs are also not listed here:

These are handled under the Needs attention tab instead.

Rejected and temporary jobs are excluded.

In this tab, the Scheduled time column shows the planned date and time window.

Example:

2026-07-02 09:00 - 11:00

For all-day jobs, it shows the date and All day.

Overdue scheduled jobs are sorted by job date and start time.

The oldest overdue jobs appear first.

The Needs attention tab shows jobs that still need dispatching action.

In simple terms:

These are jobs that need to be assigned, scheduled, or accepted before work can properly start.

A job appears under Needs attention when it is in one of these statuses:

These jobs usually require action from a dispatcher or manager.

In this tab, the Status column shows a warning-style status badge.

Possible statuses include:

Jobs are grouped by urgency:

Within each group, the newest jobs appear first.

The Technicians section shows workload by foreman for the selected period.

By default, the Dashboard shows:

This helps you see how much work each foreman has, how many jobs are done, how many are still remaining, and how much time has been logged.

Rows are grouped by foreman / job owner.

A person appears in the table if they have either:

Unassigned jobs appear in a separate row labeled Unassigned.

The workload table is based on the foreman / owner of the job.

It is not grouped by every technician assigned to the job.

For example, if a job has one foreman and two additional technicians, the job is counted under the foreman’s row.

The workload table counts jobs that:

Closed and Rating jobs are counted as done.

Shows jobs with today’s job date.

Logged hours are counted from midnight today until now.

Shows jobs from the current calendar week.

The week runs from Monday to Sunday.

This is not a rolling last 7 days view.

Logged hours are counted from Monday 00:00 until now.

In the default By status view, the table shows a badge breakdown of active, not-yet-done jobs.

Common status badges include:

Closed and Rating jobs are not shown in this breakdown because they are included in the Done column.

You can switch the workload table to show jobs by job type.

In this view, Repair-CRM shows badges such as:

If a job has no known job type, it is shown as Other.

The Logged hours column shows tracked work time for the selected period.

Repair-CRM calculates this from the time tracking data recorded on jobs.

For the Dashboard:

A technician may appear with 0 work orders but with logged hours if they tracked time during the selected period without being the foreman of the job.

The workload table includes a footer row with totals across all listed technicians.

The footer shows total:

If there are no qualifying jobs or logged time for the selected period, the workload table shows an empty state.

Example:

No jobs scheduled for this period.

The Dashboard also includes KPI cards for quick overview.

Shows today’s active jobs.

Closed, Rating, and Rejected jobs are not included.

Shows the full number of overdue scheduled jobs.

This uses the same rules as the Overdue scheduled tab, but the KPI shows the full count, not only the visible table rows.

Shows the full number of jobs that are:

This uses the same rules as the Needs attention tab.

Shows the net revenue from jobs closed during the current month.

It includes jobs in:

The value is calculated from the net line items on those jobs from the first day of the current month.

A job is shown as overdue only if it is still in Scheduled status and the planned time has passed.

If the job is already Working, Paused, Finalizing, Closed, or Rating, it is not listed as overdue scheduled.

The Needs attention tab is focused on pre-work dispatching states.

It shows jobs that still need to be assigned, scheduled, or accepted.

Active or on-site jobs are not listed here.

The workload table is grouped by the job’s foreman / owner.

It is not grouped by every assigned technician.

The Action required tables show up to 15 rows.

The KPI cards show the full count.

So if the KPI says 23, the table may still only show the first 15 jobs.

The Week view uses the current calendar week:

Monday through Sunday

It does not mean the last 7 days.