Dashboard

The Dashboard feature is a practical tool for quickly and easily seeing your jobs, payments, and other analytical data over a given period of time. Here’s a brief walkthrough on how to configure and view your dashboard within ServiceWorks

In the dashboard configuration menu, you’ll see settings for the two types of dashboard views we have available: Retail and Service

Retail: Following are the widgets under retail dashboardPicture 4

Service: Following are the widgets under Service dashboard Picture 5

Viewing Dashboard

Once finished with configuring your settings, you can view your dashboard by hovering over the Dashboard tab in the toolbar and selecting your desired dashboard view.

Picture 1

Each panel in the dashboard view can be dragged and drop into a preferred order as well. Below is a description of each panel for each dashboard view:

  1. Retail
  2. Service

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