The Operations Dashboard

Your day-to-day home. See what needs attention, what's booked today, and who is working on what.

Operations (in the Business group of the sidebar) is where most days should start. It is a read-only dashboard: nothing here edits anything, so you can click around freely.

Screenshot of the Operations dashboard overview

The views

View	What it shows	Use it to
Needs Attention	Orders or records that are stuck, overdue, or waiting on a decision	Clear problems before they reach customers
Incoming Orders	New bookings that just arrived	Accept and schedule new work
Today's Schedule	Everything booked for today	Brief the team each morning
Active Work	Orders currently in progress	See what is mid-service right now
Staff Workload	How work is spread across your staff	Spot who is overloaded or free before assigning

A suggested daily routine

Open Needs Attention and resolve anything flagged.
Check Incoming Orders and schedule new bookings (see Orders).
Glance at Today's Schedule so nothing is a surprise.
During the day, use Active Work and Staff Workload to keep things moving.

The dashboard shows; other areas edit

When something on the dashboard needs changing, such as an order status or a staff assignment, click through to the order itself. The editing always happens in Orders, Payments, or Staffs.

In this section

Orders

Review bookings, update statuses, and assign staff.

Payments & Refunds

Mark payments as paid and track refund requests.

Customers

Look up customer accounts and their order history.

Staff

Manage staff profiles, days off, and availability.