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Live Dashboard

The live dashboard provides a real-time overview of field service operations, specifically designed to help dispatchers or managers identify bottlenecks and service delays.

You can find a Live Dashboard in the dashboard menu or clicking right corner icon with "new" label.

1. Alerts Bar (The "Emergency" Header)

The prominent red bar at the top serves as an immediate notification system. It categorizes critical issues into:

  • SLA Breached: Work orders that have officially missed their deadline.

  • Long-stopped: Work orders that were started but have seen no activity for an extended period.

  • Unassigned/Awaiting Signature: The signature from a customer is missing.

The long unassigned alert now only counts work orders that need attention soon. Work orders planned far in the future no longer trigger it, so the alert stops firing for jobs that are simply waiting for their scheduled date.

Have in mind that this matters most if your work orders are created in advance — for example periodic maintenance, or orders pushed in by an integration weeks or months before the planned date.

2. Task Queue & Tech Status (KPIs)

These donut charts provide a numerical breakdown of the workload:

  • Task Queue: Shows the lifecycle of all work orders. In this view, the majority of tasks (126) are "Open" but not yet "In Progress."

  • Tech Status: Shows technicians availability. It tracks how many technicians are currently working (Active), traveling (En route), or offline (Not active).

Unassigned work orders are now split into two groups: the ones that need assigning now, and the ones that are scheduled for later. Only the first group is what you have to act on today. The second group stays visible, but it no longer inflates the number you look at first.

A work order counts as scheduled for later when its planned date is still far in the future, or when it was generated by a periodic work order.

3. Problem Queue (Urgency List)

This is a prioritized list of specific work orders.

  • What it shows: Each entry displays the severity (e.g., "SLA Breach"), how long it has been overdue (e.g., 158 days), the work order's title, and the assigned customer or location.

  • Function: It allows managers to see exactly which specific jobs are failing so they can intervene.

  • Planned far ahead: work orders whose planned date is still far in the future are no longer listed here. The Problem Queue shows real problems only, not jobs that are still waiting for their planned date.

When you open the unassigned list, each work order now shows its planned date, and work orders created from a periodic work order are marked as periodic. This lets you tell at a glance whether something is genuinely stuck or just booked for a later date.

4. Technician Workload

This table tracks the individual performance and capacity of the field team.

  • Scheduled vs. Logged: Compares planned hours against actual hours worked today.

  • Work / Travel: Shows logged work hours alongside travel time taken from route history — work hours in green, travel in purple. If no travel is recorded, the travel value is hidden.

    Hover the (?) icon on any column header to see a short description of what that metric measures.

  • Backlog: Shows the total amount of work (in hours) currently assigned to each person.

  • Warning Icons: The yellow triangles indicate that these technicians do not have planned work orders assigned to them.

The Technician Workload table is not limited to the current day. Use the day switcher above the table to view workload for Yesterday, Today, or Tomorrow.

This lets you compare planned hours against actual logged hours for the previous day, monitor how the team is doing right now, and spot technicians with no work orders assigned for the next day so you can balance the workload in advance.

Have in mind that the Scheduled vs. Logged comparison only applies to yesterday and today — for tomorrow you will see planned work only, since no hours have been logged yet.

Switch to Tomorrow at the end of the day to check that every technician has work orders assigned. Warning icons show who has nothing planned.

Technical Breakdown

The "Live" aspect means the data refreshes automatically (updates every 30s). This allows a manager to see the immediate impact of assigning a task or a technician changing their status on the mobile app.

For more information, click "How it works" button or this link: https://www.youtube.com/watch?v=cCMrdhZYEQI

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