Dashboard Overview
Summary
Section titled “Summary”The Dashboard is the first screen owners and advisors see after signing in. It provides a real-time snapshot of garage performance: active jobs, outstanding invoices, weekly revenue, items needing attention, bay utilisation, recent activity, and - when Voice AI is enabled - after-hours call summaries and AI impact metrics.
Prerequisites
Section titled “Prerequisites”- You are signed in with an account that has work order access. Technician-only accounts (with
my_jobs.accessbut notwork_orders.access) are redirected to My Jobs instead. - Your organisation has at least one work order or invoice for data to appear.
1. Open the Dashboard
Section titled “1. Open the Dashboard”Navigate to Dashboard in the sidebar. The page loads at /dashboard.
2. Review the welcome header
Section titled “2. Review the welcome header”The header displays a personalised greeting using your first name, today’s date, and your organisation name. The format is:
Good morning, Alex Monday, 10 March - Smith’s Garage
If today is a non-working day (based on your organisation’s configured working days), a shift badge appears below the greeting. It reads Showing: followed by the next working day, for example “Tomorrow - Monday 10 March” or “Wednesday 12 March”. All widgets then show data for that shifted date.
3. Check the stat cards
Section titled “3. Check the stat cards”Four stat cards appear in a responsive grid (2 columns on mobile, 4 on desktop). Each card shows a value, a trend arrow (up, down, or flat), and a trend label. Clicking a card navigates to the relevant page.
| Card | What it shows | Links to |
|---|---|---|
| Active Jobs | Count of active work orders | /work-orders?show=active |
| Outstanding | Total unpaid invoice value (GBP) | /finance/sales?statuses=UNPAID,PART_PAID,OVERDUE |
| This Week Revenue | Revenue for the current Mon-Sun week (GBP) | /finance/sales filtered to this week |
| Voice AI Today | Calls handled today and resolution rate | After-hours section or /dashboard |
The fourth card changes depending on feature availability:
- When Voice AI is enabled, it shows Voice AI Today with call count and resolution percentage.
- When AI messaging is active but Voice AI is off, it shows AI Today with conversation count and resolution rate, linking to
/messages/ai-analytics. - Otherwise it shows Needs Attention with the count of items requiring action.
4. Review the Needs Attention panel
Section titled “4. Review the Needs Attention panel”This tabbed panel sits below the stat cards (spanning two-thirds width on desktop). It contains up to four tabs:
- Overdue - work orders past their due date.
- Stale - work orders with no activity for a configured period.
- Unbilled - completed work orders not yet invoiced.
- Promises - (visible when Voice AI is enabled) callback promises from after-hours calls, with staleness indicators (urgent, warning, muted).
Each tab shows a count badge in its trigger. Items can be clicked through to their detail page.
Acknowledging items: Click the acknowledge button on any item. A toast appears with an Undo option for 5 seconds. If not undone, the item is dismissed server-side. Acknowledged items appear in a collapsible “X acknowledged” disclosure at the bottom of the panel. You can click Unacknowledge to restore them.
When all tabs reach zero items, a green tick animation appears with the message “All caught up!“.
5. Review the Cash Position panel
Section titled “5. Review the Cash Position panel”To the right of Needs Attention on desktop, the Cash Position panel shows a donut chart breaking down outstanding invoices. Segments are clickable and link to filtered finance views. A period selector at the top right lets you switch between periods (the cashPeriod query parameter).
6. Check the Bay Timeline
Section titled “6. Check the Bay Timeline”On desktop (1024px and above), a barcode-style grid chart shows bay utilisation across the week or a rolling period. Each cell represents a bay/day combination colour-coded by status. Click any cell to navigate to that work order. Use the toggle to switch between Week and Rolling views. The selected view persists in your browser.
On mobile, a summary card replaces the full chart with key utilisation figures.
7. Review Revenue Pulse
Section titled “7. Review Revenue Pulse”A line chart showing daily invoiced revenue over time. Above the chart: a hero figure (e.g. total revenue), a label, and a trend indicator. If no invoices exist, an empty state appears with a link to Create your first invoice at /finance/sales.
8. Scan the Activity Feed
Section titled “8. Scan the Activity Feed”A chronological list under the heading Recent Activity. Each row shows an icon, a description, and a relative timestamp (e.g. “2h ago”). Click any item to navigate to its detail page. On day one with no activity, the feed shows “Activity will appear here as you use Torqueflow.”
9. Check Voice AI widgets (if enabled)
Section titled “9. Check Voice AI widgets (if enabled)”Two additional widgets appear when your organisation has Voice AI enabled:
- After-Hours Activity - a card (anchored as
#after-hours-activity) showing the period label, call count, resolved count, bookings made, messages left, and highlight lines for notable events. - AI Impact - cumulative metrics: total calls handled and approximate hours saved.
These widgets are absent from the page entirely when Voice AI is not enabled.
10. Review Feature Nudges
Section titled “10. Review Feature Nudges”Below the main widgets, contextual adoption prompts appear under the heading “Get more from Torqueflow”. Each nudge shows an icon, a message, and a call-to-action link (e.g. “Set up invoicing”). Nudges disappear automatically once you adopt the suggested feature. They are not manually dismissible.
11. Supplier ads (non-premium only)
Section titled “11. Supplier ads (non-premium only)”On free and standard plans, a text-only ad card may appear at the bottom labelled Suggested. It includes a headline, description, and a Learn more link. Premium subscribers do not see this section.
Expected Outcome
Section titled “Expected Outcome”You have a complete picture of your garage’s current state: jobs in progress, revenue performance, items requiring action, bay utilisation, and recent activity. Each widget links through to the relevant detail page for further action.
Troubleshooting
Section titled “Troubleshooting”| Problem | Cause | Fix |
|---|---|---|
Dashboard redirects to /my-jobs | Your account only has my_jobs.access capability, not work_orders.access | Ask your owner to assign a role with work order access via Settings > Roles |
Dashboard redirects to /sign-in | You are not authenticated | Sign in with your credentials |
| Stat cards show zero values | No work orders or invoices exist yet | Create your first work order to populate the dashboard |
| Voice AI widgets do not appear | Voice AI is not enabled for your organisation, or your role does not have the voice.calls.view capability (used by Voice AI Today, After-Hours Activity, and voice-call entries in the Activity Feed) | Contact support to enable Voice AI, or ask your owner to grant the capability |
| AI Today tile is missing | Your role does not have communications.analytics.view | Ask your owner to grant the capability via Settings > Roles |
| AI Impact widget is missing | Your role does not have ai.reports.view | Ask your owner to grant the capability via Settings > Roles |
| Some widgets are missing for a custom role | Each widget is gated by a capability. Roles without the relevant capability do not see the widget at all | Edit the role in Settings > Roles, or assign the user a system role that holds the needed capabilities |
| Activity Feed shows fewer event types than a colleague | The Activity Feed is filtered by capability per event type - invoices, quotes, work orders, appointments and voice calls each need their own capability | Grant the matching capability (e.g. finance.sales.view for invoice events) via Settings > Roles |
| Needs Attention shows work order references but no money figures | Your role holds work_orders.access but not finance.reports.revenue.view, so the amount is suppressed | If the amount should be visible to this role, grant finance.reports.revenue.view via Settings > Roles |
| Bay Timeline shows summary instead of chart | Screen width is below 1024px | Use a wider screen or desktop to see the full barcode chart |
| Needs Attention shows “All caught up!” unexpectedly | All items have been acknowledged | Expand the acknowledged disclosure to review and unacknowledge if needed |
| Revenue Pulse shows empty state | No invoices have been created | Create and finalise your first invoice |
- The dashboard auto-refreshes periodically. All widgets are wrapped in an auto-refresh wrapper.
- Each widget loads independently using tiered Suspense boundaries. If one widget fails, others continue to display. A failed widget shows an error boundary message with the widget name.
- During trial or when subscription status is null, owners with settings access see an onboarding Setup Banner at the top showing completed steps out of total steps.
- Every widget is gated by a capability check. Owner sees every widget by default. Manager and Service Advisor see most. A narrow custom role only sees the widgets matching its granted capabilities - the page reflows so there are no empty placeholders. The Activity Feed is filtered per event type, so a role with no finance capabilities sees no invoice or quote events even if other staff do.