Your dashboard

The dashboard is the first screen after you sign in. It shows today's picture — or any other days you choose — and what needs your attention. Press Dashboard in the menu, or your logo, to come back to it.

At the top it says Displaying all orders for every user or Displaying your own orders — that depends on whether you may see other people's orders.

Action needed

The Action needed column at the top right lists what needs a hand, each line with its count. Press a line to go to those items:

• jobs going out today with nobody on them
• invoices past their date with money still on them
• leads nobody owns
• unread messages from customers
• unread calls
• past-due tasks
• storage tenants whose monthly charge is not set to stop when they leave

Each line has a small Dismiss. A dismissed line stays away until something new joins it. When there's nothing, it says No action items.

The four tiles

Each tile's name carries the days shown (Leads today, Booked this week…). The big number is now; the small "/ number" next to it is the same days last year. Under it, est. total is what those orders are worth by their estimates. The bars are the Past week.

Press the number to see those orders in a pop-up. Press one bar to see only that day's orders: the list has exactly as many orders as the bar's number, and its title names the day (for example Leads · Fri Oct 23). A day with 0 has nothing to open. Press the words under the bars (Past week) to see every day's orders together. On a phone, tap a bar.

Reserved: still reserved, and went to Reserved each day

The Reserved tile shows two things, and says which is which:

• The big number (it says still reserved under it) is the orders still waiting in Reserved. The small "/ number" next to it counts the same way, for the same days last year.
• The bars (they say Went to Reserved each day under them) count every order that went to Reserved on each day — and keep counting it after the customer signs and it moves on to Booked (or anything else).

Reserved is the step your office takes: you take the deposit over the phone, and the customer then signs online to make it Booked. A customer who pays the deposit and signs online in one go books the move straight away. That booking is counted under Booked, never in the Reserved bars, even though MoveBoard holds the date with the deposit for the second before the signature goes in. A customer who pays the deposit online but has not signed yet is still reserved, and is counted.

This is how you see a booked order that was sent back for a revised Order for Service: it goes to Reserved, and once the customer signs again it goes straight back to Booked. It keeps its first booked date, so it isn't counted as booked today, and it isn't still reserved — but it is in that day's Reserved bar.

Press a bar to list that day's orders (Went to Reserved · Fri Oct 23). Each row shows the order's status now, and under it what happened, for example Booked with "sent back from Booked 9:40 AM · signed again 2:15 PM", or Reserved with "went to Reserved 10:05 AM · waiting to be signed".

The blue cards

Unassigned leads (open leads with no salesperson), Postponed (with how many were rebooked or cancelled in the days shown), Canceled jobs (cancelled in the days shown) and Inventory submissions (inventories customers submitted in the days shown). Press a card to see the orders.

Change the days

Press Showing to pick Today, Yesterday, This week (Mon – today), Last week (Mon – Sun), This month, Last month, or Custom dates (a From and a To date). Each is measured against the same days last year.

The round arrow next to it is Refresh the numbers.

Several branches

If you work in more than one branch, the whole dashboard counts the branches ticked in the top bar: the tiles, the blue cards, Referral sources, Sales performance, Current statuses, Recent leads, the week ahead and the month so far. Tick all of them to see the whole company.

Further down

• Referral sources — where the leads came from, received and booked, the busiest first. With more than ten sources the card shows ten at a time: press the ◀ ▶ arrows in the card's top corner (it says "1–10 of 23"). The line under the list is the total, so it always adds up to the Leads and Booked tiles. Press Report to open the full report (if you can see Reports).
• Sales performance — each salesperson's bookings in the days shown, the same bookings as the Booked tile. Everyone sees this card. A person only appears once they're set to show in sales performance on their user; bookings with no salesperson, or with someone not on the card, are on the Unassigned line. With more than ten rows the card shows ten at a time: press the ◀ ▶ arrows in the card's top corner (it says "1–10 of 13"). The line under the list is the total (for example "26 booked"), so the card always adds up to the Booked tile. A booking, a cancellation, a new salesperson on an order, a new move date or a changed total on a booked job shows on the card at once — it never waits for a refresh. So does a person switched on or off for sales performance, made inactive or moved to another branch.
• Current statuses — all open orders by status, whatever days are shown, and the orders booked this month (by the day they were booked, as the Booked tile counts). Press a status to open that list.
• Recent leads and Recent communication — the newest orders and conversations. The dot shows a customer who has their portal open. View all opens the full list.
• The week ahead — the next seven days: jobs, crew, trucks and value per day. Press a day to open it, or The whole month for the calendar.
• The month so far (for example October so far; only with access to Reports) — Leads in, Booked, Booked revenue, Collected and Jobs on the road.

Under the charts: "Counts are live · charts as of …", with a Refresh link. The tiles' and cards' numbers are counted live; the charts were last worked out at the time shown. A new lead updates the dashboard by itself the moment it comes in.