Dashboard
The action-first command center at /hub — every card is something that needs doing, ranked by urgency.
Overview
The Dashboard (/hub) is an action center, not a statistics page: it only shows cards when there is something to act on. Each card is a work signal — overdue follow-ups, jobs missing paperwork, urgent tickets, expiring certificates, payments to verify, office tasks due — with a count and a direct link to the page where you fix it. When a card disappears, that work is done. An empty dashboard is the goal.
The Needs-Action Lane
Cards are ordered by urgency, and money-related and customer-facing problems are weighted toward the top. Signals come from every corner of the app, grouped into: work orders & installs, approvals (bypass requests), contracts, certificates, estimates, tickets, email/voicemail, knowledge base, technician requests, documents, reviews & referrals, follow-ups, office tasks, payments, and alarm-system data health. Clicking a card takes you to the exact list it counted.
Severity Colors
Each card carries a colored accent based on how urgent the signal is:
- Red (critical) — act now: money at risk, alarm not online, urgent ticket.
- Yellow (high) — needs attention soon.
- Blue (medium) — routine work that is due.
- Gray (low) — housekeeping; handle when free.
AI Priority Briefing
When there is active work, a Priority briefing appears above the cards: a short AI-written plan for the day that ranks what to tackle first and why. Use the regenerate button to rewrite it after you have cleared some items. It never contains anything that is not already on a card — it is a reading order, not a separate data source.
At-a-Glance Strip
Status counts that are informational rather than actionable (for example, jobs currently in progress) live in a compact strip instead of the needs-action lane, so the lane stays focused on real work.
Card Groups & Visibility
Which card groups a role sees is controlled in Settings → Permissions (the Dashboardtoggles, one per group). If someone reports a "missing" card, check the group toggle for their role first. Super admins always see everything.
Refreshing
Use the refresh button in the header to re-pull the signals (it is rate-limited to once every 30 seconds to keep the page fast). The timestamp next to it shows when the data was last fetched.