Almost everything on the dashboard can be tapped to open the details.
The counts at the top
overdue and for today are jobs on To do. going out and coming back are today's handovers and returns, and open the Calendar. On a computer, New booking is on the right.
New businesses see their setup steps here first.
Today
What needs you now, most urgent first, each with one button:
- Return late: tap Check in when it's back. It warns you if someone has it booked next.
- Hand over or coming back today.
- Link not filled in: a booking starts soon and the customer hasn't filled in their details.
- Money overdue or due today: tap Record payment.
- Receipt to check: a customer says they've paid.
- A customer is waiting for an answer, or reported a problem: tap Answer.
- A refund or free days to decide: tap Decide.
- Paperwork or a service due within 7 days: tap Update (three or more are grouped into one row with Review).
- Messages to send to customers who haven't opened a chat with you: tap Send.
Nothing to do? It says "All clear".
The rest of the page
- What's on: the week's handovers, returns, payments, renewals and jobs.
- Your fleet: every vehicle and whether it's late, coming back, on rent, going out, free or not available. Tap one to open it.
- Messages: your latest three chats. If no chat app is connected, tap Connect. See Inbox and messaging.
- Bookings: how many are on rent, start this week and are unpaid.
The tiles
- Overdue (or Due today, or All paid): what customers owe you.
- The next vehicle going out or coming back.
- Messages: written for you, ready to send.
- Deposits held: customers' money, not income.
- November so far (named after the current month): this month's profit compared with this time last month, money in and out, and a chart by week. Owner only. Tap it for Reports.
Questions
Why can't my staff see the profit?
The month's profit is for the owner only. Staff see the day's work and what customers owe.