Great field operations start with clear guidance

What this guide covers

This guide explains how to read the current owner dashboard overview and use the shared date filter without losing your place in the rest of the workspace. It is written for the current JobsiteOn implementation and avoids assumptions about unshipped behavior.

Before you begin

• Confirm you can access the relevant route(s) for this workflow.
• Use sandbox first when testing a new process or policy update.
• Keep this article open while you execute each step so your team can follow one consistent path.

Workflow overview

1. Open the correct route and confirm workspace context.
2. Complete the core workflow action in order.
3. Validate downstream impact before handoff.
4. Document exceptions and close the loop with your team.

Step 1: Open the correct route and confirm context

Start from /dashboard and confirm you are operating in the intended workspace and environment.

Route checklist

• /dashboard

Step 2: Complete the core workflow action

Follow the route sequence above from first screen to final save/submit point. Avoid skipping fields or intermediate review states during first-pass execution.

• The page header no longer uses a generic Dashboard title. It now shows a greeting such as Good morning, Good afternoon, or Good evening, followed by the signed-in user's first name.
• The header subtitle shows the browser-local weekday/date, the current browser-local time, the active-jobs count, and the pending-quotes count.
• The date preset picker stays in the top-right header slot and continues to drive the dashboard metrics for the selected range.
• The dashboard now uses the same flatter section-heading and table language as /quotes, /jobs, and /invoices, so Financial Snapshot, Active Work, Active Jobs, and Action Center read like the rest of the owner-web list routes instead of a separate dashboard-only theme.
• Financial Snapshot now shows three cards only, using the same square icon-shell treatment seen on the owner-web list-page KPI cards:
  • Revenue
  • Pending Quotes
  • Outstanding Invoices
• Each financial card now includes a six-month sparkline so admins can see whether the current value is a one-off or part of a longer trend.
• Pending Quotes now reads as X quote(s) out · Y new this week instead of the old 0 news copy.
• Outstanding Invoices now surfaces overdue versus awaiting counts directly on the card so you can spot billing risk at a glance before leaving /dashboard.
• A Selected range line now appears directly under Financial Snapshot, and the values in that section are recalculated for the exact preset or custom date window shown there.
• After the first dashboard load, changing the header date range keeps the current dashboard content mounted instead of flashing the full-page skeleton again while the new range is loading.
• Active Work now contains:
  • Job Pipeline, with five stages in order: Lead / RFP, Proposal Sent, Approved, In Progress, and Closeout / Lien
  • Active Jobs, with status pills, a View All link, and the same flatter bordered table treatment used on /quotes for Job / Address, Status, Owner, Value, and When
• The Job Pipeline stage counts and dollar totals now follow the same exact selected range, and each total stays centered under its matching stage block.
• The pipeline bars now use health-oriented colors: healthy stages read green, stages needing attention read amber, and only blocked or overdue stages turn red.
• Each stage now includes a health card under the bar with the average days items have been sitting in that stage, plus a missing-value note when the pipeline total is being understated by unpriced work.
• A conversion row under the pipeline shows how items are flowing from one stage to the next inside the selected range.
• Dashboard metric values now animate into the refreshed range results instead of hard-swapping after the initial load.
• The active-jobs status menu now supports Pending, Scheduled, In Progress, Need to Send Report, Completed, On Hold, and Cancelled, while preserving the live job/report lifecycle rules.
• Action Center now replaces the old lower dashboard surfaces with five live cards:
  • Send Quotes
  • Schedule Jobs
  • Get Paid
  • Capture Leads
  • Settle Liens
  • These cards now use tighter list-route typography and flatter card shells so the overview matches the shared owner-web branding system.

Step 3: Validate downstream impact

After the main action completes, verify that related modules reflect the update. If you switch the date preset from the dashboard header, confirm the monthly snapshot cards, pipeline totals, and active-job counts refresh for the exact selected range. If you choose a custom range, confirm the same dates appear in the picker button and in the Selected range line under Financial Snapshot. When you click a Financial Snapshot card, confirm it opens the matching module:

• Revenue: /invoices
• Pending Quotes: /quotes
• Outstanding Invoices: /invoices

When you click View All in Active Jobs, confirm it opens /jobs?status=active. When you open that filtered /jobs view, confirm the list is already scoped to active dashboard work and the status column lets you move jobs through the live job lifecycle states inline. When you click an active-job title, owner, value, or date cell, confirm it opens the matching live owner workflow. When you use an Action Center row or footer CTA, confirm it opens the correct live destination in /quotes, /schedule, /jobs, /invoices, or /requests instead of leaving an inert dashboard-only control. The expected downstream impact for this area is better prioritization for dispatch and office operations.

Step 4: Handle exceptions quickly

If the expected result does not appear:

1. Refresh the current page and confirm the record status.
2. Verify required linked entities (contact/property/team/job/invoice context as applicable).
3. Re-run the action in sandbox if live-state confidence is low.

Step 5: Keep the process repeatable

Capture the final operating sequence for your team and reuse this article as the reference runbook. When behavior changes, update this article in the same change set as the product update.

Validation checklist

• Primary route opened successfully.
• Core action completed without blocking errors.
• Downstream module behavior matches expected workflow.
• Team handoff information is complete.

Troubleshooting

I cannot access one of the listed routes

Confirm account permissions and environment selection. If access is still blocked, route the issue to your admin/support path with the exact URL.

I saved changes but I do not see the result

Reload the route, confirm linked records, and validate whether this workflow is beta-gated in your workspace.

My screen layout looks different

Layout can vary by feature flags or viewport size. Keep following route names and workflow checkpoints from this guide.

The greeting time looks wrong

Confirm the browser clock and timezone first. The dashboard greeting and the local time subtitle use the user's browser-local time rather than the server's clock.

FAQ

Is this available in every workspace?

This guide documents generally available behavior in current production routes.

Should we run this in sandbox first?

Yes. Sandbox-first execution is recommended for process changes and first-time team rollout.

How often should this process be reviewed?

Review whenever related auth/onboarding/module/release behavior changes.

Notes

This article covers currently available behavior in active production routes.

Related Articles

• Use Invoice Reporting Views