Dashboard
Learn how to read every dashboard widget and take the right next step.
What the dashboard is for
Your dashboard is a quick, maintenance-first overview of your workspace.
Use it to:
- See what needs attention (overdue, due soon, and recently completed)
- Take common actions fast (create a task, record finished work)
- Spot trends over time (weekly charts)
- Jump to the detailed views when you need them (Calendar, Copilot, asset pages)
Quick actions
Use Quick actions when you want to do something immediately:
- Create scheduled task: create a recurring or one-time maintenance task.
- Record finished task: log maintenance you just completed (even if it wasn’t scheduled).
- View completed tasks: quickly review what was completed and open full history details.
Tip: The dashboard keeps the “power view” in Calendar—use Calendar for searching, filtering, and deep history review.
Maintenance metrics
The metrics strip is your fastest “health check”:
- Overdue (red): tasks that should have been done already.
- Due in 30 days (blue): tasks coming up soon.
- Completed (30d) (green): tasks completed in the last 30 days.
If Overdue is non-zero, start there—those tasks are actively late.
Care overview (charts)
Care overview is a three-part summary using weekly buckets (weeks start on Sunday to match the calendar).
Hover any chart to see a tooltip labeled “Week of …”.
Completions (past 8w)
Shows how many tasks were completed each week over the last 8 weeks.
Use this to spot patterns:
- A steady baseline means your maintenance is staying on track.
- Spikes often correlate with seasonal work or “catch-up” weeks.
Maintenance timeline (past 12w + next 8w)
A stacked weekly timeline combining the recent past and near future:
- Completed (green): work finished in that week.
- Due today (yellow): tasks due on that day.
- Upcoming (blue): tasks due later in the week(s) ahead.
- Overdue (red): tasks that were already late in that week.
The vertical dashed line marks the current week.
Due soon (next 8w)
Shows total tasks due per week for the next 8 weeks (including “due today”).
- The bar stays blue for clarity (no extra colors).
- Optional Show icons toggle: adds small entity-type icons inside the bar to visualize the mix (for example: Property vs Vehicle vs Pet). If a bar is too short, icons may be hidden to keep the chart readable.
Use this chart to anticipate busy weeks and spread work out earlier if needed.
Recent activity (30 days)
Shows tasks completed in the last 30 days.
Use View on an item to open the full maintenance history record (notes, attachments, and details, when available).
Due soon (30 days)
Shows:
- Overdue tasks, plus
- Tasks due in the next 30 days
Each row includes:
- The entity type (property, space, inventory, vehicle, pet)
- A status chip (Overdue / Today / Due soon / Future)
- Mark completed to record the work you’ve just done
Assets
Assets is a compact count of what you track in this workspace:
- Properties
- Spaces
- Inventory (belongings)
- Vehicles
- Pets
Use View to go to the list, or Add to create a new asset.
If you see an Upgrade link, you’re at (or near) a plan limit for that asset type.
Plan & usage
Plan & usage summarizes your current plan and key usage:
- People & Teams: seats (users) and workspaces (teams)
- Storage: used storage and file counts (images/documents)
- AI usage: chats/messages/tokens for the current billing period
Use Manage plan to upgrade or view billing details.
Collapsible widgets and preferences
Most dashboard cards can be collapsed to reduce clutter.
- On larger screens you can use Expand all / Collapse all to quickly open or close everything.
- Some preferences are saved per workspace (for example, the Show icons toggle in the “Due soon (next 8w)” chart).