Dashboard
The first screen after sign-in and the one-page view of the whole business: how many jobs are on the books, what they are worth, which ones are at risk, and the money position. It is for owners and managers who want the state of the book before they open a job. Every figure is a door; press it and you land on the register it counts.
- At least one project. A fresh business sees a single call to action instead of the figures.
- The Money band appears only when the Cashflow module is on for you.
- The Get set up checklist and the integration-health banners appear only for organisation admins.
- The line under the greeting is the brief: how many projects are on the books, how many are in delivery, and whether any need attention.
- The stat band shows Active Projects (awarded plus in progress), Active Contract (their contract sums added up), Documents in the library and Subcontractors on the register. Press a cell to open that list.
- Pipeline shows one cell per stage (Quoting, Awarded, In Progress, Completed, On Hold) with the count and the contract value sitting at that stage. Press a stage to open the projects list filtered to it.
Portfolio health appears once you have active jobs. The strip across the top counts jobs At risk, on Watch and On track. Beneath it, four lists, each showing up to six rows with a link to the rest:
- At-risk projects: the job, its health badge and the reasons. Opens the job.
- Missing a Head PM: jobs with nobody in charge. Opens the job's team page, where you assign one.
- Unowned active tasks: jobs with tasks nobody owns. Opens the job's programme.
- Overdue tasks: tasks past their planned end. Opens the job's programme.
Only awarded and in-progress jobs count. A quoting, completed or on-hold job never moves the health strip.
The Money band shows the one position the Money page and the Monday email also read: Free after obligations, GST to set aside, Runway, profit for the financial year and Decisions waiting. Press a cell to open Cashflow, the GST or P&L report, or the Decide list on Money. Nothing is computed on the dashboard itself.
Press New project (or Start your first project when you have none). Drop a plan PDF or describe the job and the assistant builds the estimate. Calibrate from a past job opens a chat that reads a finished job's costs to tune your rates.
Admins with setup still to do see Get set up: Business identity, Choose a plan, Invite your team, Connect Xero, Connect your mailbox, Seed your rate book, Set your document look, Create your first project. Each step has a button to the page where it is done; ticks are read from real records, not from you marking them. Hide for now puts it away; the Settings hub offers Resume setup while it is hidden.
Recent projects lists the eight most recently updated with contract, status and date. Press a row to open it, or View all.
- Health is recomputed on every visit from each active job's tasks, programme and ownership signals; there is nothing to refresh.
- On your very first visit with no projects, the assistant opens with a welcome message offering to build an estimate from a plan. This happens once per device.
- Admins see a banner when a connected integration (Xero, a mailbox) is unhealthy, and another when a weekly ABN, ACN or QBCC licence check finds a problem. Both render nothing when all is well.
- The assistant can read everything the dashboard drew. Asking "which projects are at risk and why?" answers from the same figures.
- Active means the same thing in both tiles: awarded plus in progress. A quoting job's value is in the pipeline, not in Active Contract.
- The dashboard shows no figures at all until the first project exists. That is deliberate; a grid of zeros reads as broken.
- The Money band disappears, without a message, for anyone without the Cashflow module. The rest of the page is unchanged.
- Get set up is only shown to admins, because its steps (billing, Xero, business profile) are things a team member cannot do.
- The six-row lists are capped. "N more in the projects list" takes you to the full list rather than growing the dashboard.