Dashboards
Understanding the admin dashboard metrics, stat cards, and priority alerts.
Overview
The Admin Dashboard is the central management hub and the first page you see after logging in. It provides real-time statistics, ticket metrics, knowledge base review counts, email monitor activity, estimate counts, and customer totals. The dashboard automatically refreshes every 60 seconds; use the retry button if data fails to load.
Stat Cards
The dashboard displays a grid of stat cards, each showing a count and linking to the relevant section. Clicking any card takes you directly to the filtered view.
| Card | What It Shows |
|---|---|
| Open Tickets | Number of tickets with status "open." Click to view all open tickets. |
| In Progress | Tickets currently being worked on (status "in_progress"). Click to view them. |
| Unassigned | Tickets not yet assigned to any technician. Click to view and assign them. |
| Total Estimates | Total number of estimates generated. Click to go to the Estimates list. |
| Pending KB Reviews | Knowledge base entries waiting for approval in the review queue. Click to review them. |
| Email Errors | Number of email processing errors in the last 24 hours. Click to view the email monitor. |
| Pending Callbacks | Callback tasks from voicemail that haven't been completed. Click to view callbacks. |
| Total Customers | Total number of customers in the system. Click to go to Customers. |
| QBO Status | QuickBooks Online connection status — Connected or Not Connected. |
Priority Alerts
Below the stat cards, the dashboard highlights any urgent or high priority tickets that require immediate attention. Each alert shows:
- The ticket reference number (e.g., TKT-A1B2C3)
- The ticket subject
- The priority level — displayed as a colored badge (red for urgent, orange for high)
If there are no urgent or high priority tickets, the section displays "No urgent or high priority tickets" — which is the ideal state.
Recent Tickets
The dashboard shows the most recently created tickets with their reference number, subject, property address (if linked), priority badge, and current status. Click any ticket to open its detail page. Click "View All Tickets" to go to the full ticket list.
Sidebar Badge Indicators
The sidebar shows real-time badge counts on certain items:
| Item | Badge Shows |
|---|---|
| Tickets | Open or unassigned ticket count |
| Review Queue | Pending KB entries to review |
| Email Monitor | Recent email processing errors |
| Callbacks | Pending callback tasks |
Badges update as you navigate and help you spot items that need attention.
Quick Links
The dashboard includes quick-access links to commonly used areas:
- Support Tickets — Opens the ticket list filtered to open tickets.
- Estimates — Opens the estimate list.
- Email Monitor — Opens the email monitor overview.
- Knowledge Base — Opens the support knowledge base.
- Customers — Opens the customer list.
- Settings — Opens the settings page.
- Callbacks — Opens the callback task list.
Auto-Refresh
Dashboard statistics refresh automatically every 60 seconds. If the data fails to load, a retry button appears — click it to manually refresh. The sidebar also displays live badge counts for open tickets, pending KB reviews, and callbacks, updating as you navigate.