You can use the dashboard in FieldPulse to see the business information that's important to you - at a glance. To make the dashboard as useful as possible, there are several options for configuring it, to show all of the information that you need, and none that you don't.
To get to your dashboard, click on the 'Pulse Dashboard' tab from the left hand navigation menu. Or click here.
On the dashboard you'll see a variety of widgets with current business information displayed at a glance. You can set the dashboard as the default page you see when you log into the web app by clicking in the 'Default Homepage' dropdown box.
The other options for your default homepage include 'Team Schedule', 'Team Timesheets', and 'Estimates / Invoices'.
On each of the 'Widgets' you'll see your recent activity, and a button 'Create New' which will pop up a window to create a new job, customer, estimate or invoice.
Each widget also has a gear icon that you can click to delete a widget you don't need on your dashboard, or move them around to the order you prefer.
In the widget titled 'Payments Collected' and 'Invoices & Estimate Sales by Created Date' you can filter the invoices and estimates by a variety of factors. Click the grey arrow to filter the results, and select the parameters you'd like to filter the graph by.
When you make changes to the dashboard, whether it's filtering this widget, moving widgets or deleting them, they are cached and stored so that next time you visit your dashboard it looks exactly the way you set it up. This gives you all of the information that matters to you at a glance.
Congratulations! You just set up your dashboard. If you need any help please email us at email@example.com or live chat with us using the blue button in the bottom right corner.