The Dashboard is your home screen. It greets you by name with today's date, ranks what most needs you, shows your own day, and gives you shortcuts into the jobs you do most. It shows counts and links, not long lists: each count takes you to the page where the work is done.
Who can use it — Everyone in a workspace with the Civil Suite. There's no separate permission for the page, but what you see on it depends heavily on your role. If a workmate has a section you don't, that's a permissions difference, not a bug. See Roles & Permissions. Workspaces with only the Trade Suite don't have this page. They land in the Trade Suite instead, where technicians work from My Jobs.
Where to find it — My Workspace → Dashboard in the sidebar.
How the page is laid out
The top row has two panels that are always there: Needs you and Today. Which comes first depends on your work. If your dashboard leads with your own work or the fleet, Today comes first. Otherwise Needs you does. On a phone they stack, one above the other.
Below them are the sections you have access to, in an order set by your role. You can change the order with Customise.
Needs you
Up to five rows, ranked by what each one holds up: pay and safety first, then deadlines. Each row shows a count, an Urgent, Soon or Tidy up tag, and the area it belongs to. Select a row to go to where it gets resolved.
If there are more than five items, an Also open line under the list groups the rest by area and links down to that section. When there's nothing to do, the panel says so.
Today
Your own day, on one card:
- Working — where you're booked today, with the shift and hours. Select it to open the shift. It shows On leave if you're on leave, or Not booked today if nothing's booked.
- Machine — the machine you're on, if there is one.
- Prestart — Done or Not done yet, shown when you're booked on a day you'd normally do one.
- Yesterday's timesheet — its status, linked to My Work Log.
- Vehicles — if a vehicle is allocated to you, it's listed here with its last reading and a button to log the odometer. See My Vehicle.
- Quick actions — see below.
If you've been sent an allocation alert, the card may also offer to turn on push notifications on your device.
Quick actions
Four shortcuts chosen for your kind of work, with the rest under More actions. You only see the ones you're able to use:
- Start Prestart — opens the plant prestart.
- New Timesheet — enter your hours.
- Leave / Sick Day — request leave or log a sick day, without leaving the page.
- Quick shift note — add a note or photo to a shift, without leaving the page.
- Shift Report — open the full report for a shift.
- My Work Log — your own past submissions.
- Log a Delay — record a washout, no access, or waiting on the client while it's fresh.
- My Tickets & Training — check your expiry dates.
Subcontractors get a different set: Log Work, Start Prestart, My Work & RCTIs, My Rate Card and My Tickets & Training. Which of these you see depends on your access. See My Subcontractor Work.
Sections
Each section has a short summary, counts that link to the page behind them, and usually a chart.
| Section | Who sees it | What it covers |
|---|---|---|
| Approvals | People with something to approve | Timesheets, tickets to check, subcontractor work, leave, allocation changes, receipts, day works dockets, open shift reports and toolbox sign-ons |
| Service & fleet | People with access to the Service Hub | Overdue and due-soon servicing, grounded assets, defects, and compliance and cover gaps |
| People & compliance | People who look after tickets, training, inductions, the team or performance reviews | Expired and expiring tickets, missing tickets, outstanding training and inductions, and incomplete profiles |
| Payroll | People with access to the Payroll Hub | Timesheets awaiting approval, blockers and warnings, and the pay cycle |
| Budget | People with access to Budget Overview | Failed or unposted cost days, setup gaps and weekly cost |
| My work | Everyone | Your missing, draft and sent-back timesheets, dockets to sign, Day Works coverage gaps, shift reports to finalise, your tickets, training due and missing profile details, plus a chart of your hours |
Subcontractors see their work logs and issued RCTIs in My work instead of timesheets.
Customise your dashboard
Select Customise at the top of the page (an icon on a phone). For each section you can:
- Move up or Move down.
- Collapse it, which keeps its heading and running total but takes up one line. Expand brings it back.
- Hide it, which removes it from the page. Show brings it back.
Reset to my role default puts everything back. Your choices are saved for you in this workspace and affect only your dashboard.
Needs you and Today can't be hidden. If you hide a section, though, its items also leave Needs you. Customising can't show you a section you don't have access to.
Plan upgrade suggestion
If you manage billing, and your workspace is paying for extra seats that a bigger plan would cover for less, a banner at the top shows the projected saving. It's advice only and nothing changes automatically. Once you dismiss it, it stays dismissed. See Billing.
Connected pages
- My Work Log — your own submissions, and where many of the My work counts lead.
- My Qualifications — your tickets and training.
- My Profile — where to fill in missing profile details.
- My Vehicle — logging the odometer on your allocated vehicle.
- Team Approvals — the page behind the Approvals section.
- Service Hub — the page behind the Service & fleet section.
- Payroll Hub — the page behind the Payroll section.
- Billing — your plan and seats.
Tips & common mistakes
- A section has disappeared? Check Customise. You may have hidden it. If it isn't listed there, you don't have access to it.
- Looking for the list of defects, leave requests or expiring tickets? Lists live on their own pages now. Select the count on the dashboard to open the right one.
- A count looks wrong? Select it. The page it opens is the source of the number.