Dashboard Overview
When you log in, you land on the Overview dashboard. This is your operational command centre — a live view of everything happening across your properties right now.
Dashboard sections
Section titled “Dashboard sections”Summary cards
Section titled “Summary cards”At the top you will see key numbers at a glance:
- Active tasks today — tasks currently In Progress or dispatched
- Workers on shift — workers with a shift scheduled for today
- Properties with open issues — properties that have at least one overdue or disputed task
- Pending approvals — tasks marked Done awaiting supervisor verification
These numbers update automatically every 5 minutes.
Recent activity
Section titled “Recent activity”A live feed of task updates, check-ins, and status changes from your team — most recent first. Each entry shows the worker, the action, the property, and the time. Click any entry to jump to the full record.
Quick actions
Section titled “Quick actions”Common actions you can take from the dashboard without navigating away:
- Create a new task — opens the task creation form
- Add a worker — opens the worker creation form
- View reports — jumps to the Reports section
Navigation
Section titled “Navigation”The left sidebar contains all sections. The sections visible depend on your role.
| Section | What it does |
|---|---|
| Overview | This dashboard |
| Properties | Manage buildings, venues, and contracts |
| Workforce | Manage field workers, scheduling, and attendance |
| Tasks | Create, dispatch, and track cleaning tasks |
| Reports | Performance analytics and data exports |
| Admin | User management, organisations, and settings |
Field workers see a simplified view with only their assigned tasks. Clients see only the client portal sections.
Role-based differences
Section titled “Role-based differences”| Role | What they see on Overview |
|---|---|
| Admin | All organisations’ data |
| Provider Manager | Their organisation’s data only |
| Field Worker | Their own task list for today |
| Client | Client portal dashboard (their properties only) |
Keyboard shortcuts
Section titled “Keyboard shortcuts”Press ? anywhere in the platform to see the keyboard shortcuts reference. Common shortcuts:
N— create a new taskG P— go to PropertiesG W— go to WorkforceG T— go to Tasks