Dashboard

The dashboard is the operational starting point for the workshop. It should help the team see what needs attention without opening every customer or vehicle record.

What it shows

The dashboard can surface reminders, recent work logs, customer or vehicle activity, and plan or usage signals. Treat it as a triage view: it helps you decide what to do next.

Why it matters

Garages often lose time because follow-ups are buried in messages or jobs are remembered by one person. A good dashboard reduces missed due dates and gives the team a shared morning view.

How to use it

Start each day by reviewing due and overdue reminders. Check recent work logs to confirm jobs were recorded properly. If the dashboard shows plan or usage limits, review billing before your team hits a blocker.

Best practices

Keep reminder due dates realistic.
Close or update reminders once action is taken.
Review recent work logs for missing odometer or charge details.
Use the dashboard as a prompt, then open the underlying customer or vehicle for the full context.

Common mistakes

Treating the dashboard as the only source of detail.
Ignoring overdue reminders until the list becomes unmanageable.
Letting incomplete work logs pile up.