Dashboard

Overview of the Service Center dashboard: stat cards for work orders and revenue, plus quick links to Work Orders, Calendar, Contacts, Invoices, Project Files, and creating a new work order.

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Service Center Dashboard

This is the home screen for Service Center. It shows your work order and revenue numbers at a glance, then gives you one-click access to the tools you use most often for field service work.

What you can do here

Check your numbers at the top of the screen: Active Work Orders, Completed (work orders), Total Invoices, and Total Revenue, all scoped to your business.
Open Work Orders to view and manage your active work orders.
Open Calendar to schedule and track field appointments.
Open Contacts for your customer and vendor directory.
Open Invoices for billing, payments, and estimates.
Open Project Files to manage project documentation.
Select New Work Order to start creating a new field service request right away.

Each of these appears as a clickable card below the stats. There is nothing to fill in on this screen itself: it is a launch point that takes you to the right screen for the task you want to do next.

/help/service-center/work-orders
/help/service-center/calendar
/help/service-center/project-files

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