What's new in this release
The Enhanced Home Page gives you a snapshot of your business, with particular emphasis on revenue metrics to help you identify business trends. It also displays real-time actionable data, like your queue of Work Orders, Estimates and Tasks, upcoming PTO, etc.
For customers with Fleet Tracking integrations with GPS Insight or ClearPath, you will also see Vehicle Maintenance schedules
Improved & New Features
The Home Page has undergone a UI update designed to provide a more efficient overview of your business.
The Home Page now displays a combination of general information and sensitive sales data. To enhance security, we've introduced a new role-based permission system. This allows you to control access to sales data, while general information remains visible to all users as before.
General Data Charts - Visible to all users:
Work orders
Estimates
Tasks
Availability
Vehicle Maintenance*
Sales Data - Requires elevated permissions:
Owed vs Received
Invoices
18-Month Sales Trend
Sales Revenue
*requires an integration with GPS Insight or ClearPath fleet tracking
UI Layout Changes
Below is the old layout:
Here is the new layout:
Klipfolio Integration
Customers with a Klipfolio integration will see their Klipfolio charts unchanged and positioned below the new charts, as shown below.
Ready to Learn More?
Please visit About the Home Page for additional information.