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What the Dashboard tells you each day

The morning check: new requests, today's deliveries, money booked. Nothing to configure.

Updated July 17, 2026 · 2 min read
Plan: All plansWho: Everyone

The Dashboard is the morning check: money booked, what is going out today, and anything waiting on you. There is nothing to configure — it fills itself in as bookings arrive.

The Dashboard fills itself in as bookings arrive.Tap to enlarge
The Dashboard fills itself in as bookings arrive.

The daily reads#

  • New requests — bookings customers have submitted that need your confirmation. This is the number to keep at zero; fast confirms win jobs.
  • Today's deliveries and pickups — what needs to be on the van.
  • Money booked — revenue from your bookings, so you can feel the week's shape at a glance.
  • Anything else waiting on a reply, like open quotes.

Where the deeper numbers live#

The Dashboard is a summary on purpose. For charts and history — revenue over time, bookings by status, top customers — open Reports (Advanced mode). For website traffic, connect Google Analytics in the SEO tab.

A realistic routine#

  1. Morning, with coffee: open the Dashboard on your phone. Confirm anything new, scan today's deliveries.
  2. After events come back: check tomorrow's list.

That is genuinely it for most days — the point of the page is that you should not need to dig.

★
The Take a tour button on this page re-runs the guided tour whenever you want a refresher.

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