Front Office & Owner Home Screen

Modified on Wed, 13 Nov, 2024 at 11:59 AM

The Compass Homepage allows the viewing of key information for managing the front office of the business.

This information includes:

An annual chart of Leads, Estimates, and Sales broken down by month for a quick view of how the business is trending over the past year.

A quick view of current month to last month comparison for:

Customers Month to Date

Estimates Month to Date

Technician Jobs Completed
Month to Date

Finally a technician workload overview:

The Technician Workload Section gives a breakdown of which technicians are scheduled over the next 7 days.

The Circle graph is a visual breakdown of the amount of hours technicians are scheduled, with each technician being assigned a specified color as displayed below the graph.

Below that there is an list detailing the technicians available, along with how many jobs they are assigned to, as well the number of hours they are scheduled for.