Navigating the Dashboard

Summary

The dashboard is your home page in Service Crews. The dashboard contains helpful sections called widgets that can give you quick information about the days work or help you to quickly navigate to important tickets or customers.

My Tickets Widget

This widget shows you open and in process tickets that you are responsible for overseeing or completing.Clicking on a ticket will navigate to the ticket detail to make updates to the ticket while clicking on the customer name will navigate to the customer detail.

Ticket Viewer Widget

This widget lists tickets for predefined searches and custom searches you have previously saved for use. Selecting a search in the dropdown will update the ticket search. Clicking on a ticket will navigate to the ticket detail to make updates to the ticket while clicking on the customer name will navigate to the customer detail.

Today’s Schedule Widget

This widget lists the jobs scheduled for today. Clicking on a ticket will navigate to the ticket detail to make updates to the ticket while clicking on the customer name will navigate to the customer detail.

Quick Search Widget

This widget allows you to quickly search for customers or tickets. To search, start typing a customer name, address, or keywords in a ticket summary to pull up matching customers and tickets.

Clicking on a ticket will navigate to the ticket detail to make updates to the ticket while clicking on the customer name will navigate to the customer detail.

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