Dashboard
Overview
The dashboard is the starting point for reviewing current FieldWRX activity. Use it to orient yourself before moving into jobs, customers, billing, alerts, or reports.
Common Tasks
- Review recent operational activity.
- Identify alerts or items that need follow-up.
- Open related records for more detail.
Key Concepts
- Summary cards highlight important activity across the organization.
- Activity lists help teams find recent or time-sensitive work.
- Linked records let you move from a dashboard item to the area where action happens.