Admin Reference
Dashboard Route Reference
Understand the admin dashboard’s attention cards, KPI summaries, and direct launch paths into the desks that own live work.
Before you start
- You need the office-side triage surface, not a workflow walk-through.
Expected outcome
You can use the dashboard as a launch desk and understand what each summary card hands off into next.
What this route is for
The dashboard is the default office overview route. It brings together current pressure, upcoming work, recent activity, coverage signals, and integration health so admins can open the correct owning desk quickly.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | dashboard |
| Visibility | Customer-facing core route in the admin shell. |
| Capability notes | The dashboard itself is broadly visible, but some linked desks such as Finance, Quotes, Work Orders, or Connected Systems may still be hidden by workspace capability rules. |
| Direct inbound | Default shell route after sign-in, shell home navigation, and common "back to dashboard" flows. |
Main regions and actions
| Region | What it does |
|---|---|
| Announcement stack | Workspace notices and release-style prompts. |
| KPI cards | Overdue, total assets, operational count, and active fault pressure. |
| Needs Attention | Opens urgent operational queues quickly. |
| Work Orders and Quotes summaries | Surfaces commercial or remedial workload without opening the full desk first. |
| Upcoming Inspections | Launches the office into scheduling or inspection review. |
| Recent Activity | Highlights recent cross-route changes. |
| Site Coverage and Fire Damper Overview | Shows estate distribution and specialist signal. |
| Integration Summary | Shows Joblogic connection health and opens integration review. |
Key actions
- Open
Schedulingfrom the header action. - Open
Reportsfrom the header action. - Drill into inspections, assets, defects, work orders, quotes, map, and integration review from summary cards.
- Use the dashboard as a prioritisation surface, not as the place to edit the underlying records.
Filters and URL state
- The dashboard does not expose meaningful customer-facing hash filters.
- There are no major route-specific dialogs to manage from the dashboard itself.
- Most state is live summary state rather than bookmarkable workspace state.
Outputs and side effects
- The dashboard mainly causes navigation side effects by opening other routes.
- It does not own core record creation, deletion, or export flows.
- Summary numbers depend on current data in inspections, defects, assets, quotes, work orders, sites, and integrations.
Inbound links
- Default admin sign-in route.
- Shell home navigation.
- General "return to dashboard" actions from the admin shell.
Outbound links
#/scheduling#/reports#/inspections#/assets#/defects#/work-orders#/quotes#/map#/integrationsor Connected Systems review for integration health
Indirect handoffs
- The dashboard determines which desk the office team opens first each day.
- Commercial, remedial, and export desks all rely on the dashboard staying honest about pressure, but the fixes still happen elsewhere.
- Platform-only links such as users or health may appear for broader roles, but they are outside this customer-facing set.
Troubleshooting
| Symptom | What to check |
|---|---|
| A card looks stale | Open the owning desk first. The dashboard is only reflecting upstream data. |
| A linked desk is missing | Check feature access or capability visibility for that workspace. |
| The dashboard looks quiet but engineers report active work | Re-check Scheduling and Inspections. The dashboard is a summary, not the live planner. |
Admin Page Index
Browse every customer-facing admin route and jump straight to the desk-level reference page for its features, interactions, and handoffs.
Customers Route Reference
Understand the CRM workspace for accounts, opportunities, tasks, linked sites, finance context, and downstream commercial handoffs.