Understanding Your Dashboard in HomeWatchTools

Your HomeWatchTools dashboard knows your role. Owners and admins see a business command center — a morning briefing on what needs attention, who's working today, and how the money looks. Technicians see a field-first view of their schedule. Same app, different dashboard, because your priorities are different.

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Owners & Admins: Your Command Center

When you sign in as an owner or admin, the dashboard leads with what needs your attention, then who's working today, then your money.

The Attention Strip

Across the top is a row of chips — one per thing that might need action. Each links straight to the relevant screen, and any chip with a count of zero is hidden so you only see what matters:

• Overdue visits — visits that are past their scheduled date and haven't been completed.
• Urgent issues — open high- and urgent-severity issues flagged during visits.
• QuickBooks: to review / failed — anything waiting for your approval in the QB sync queue, or syncs that failed and need attention.
• Overdue invoices — the dollar amount of invoices that are past their due date.
• Unbilled work — completed visits and concierge tasks that haven't been invoiced yet, with a link straight to Ready to Bill.
• Service requests — concierge services that homeowners have requested through the client portal.

When the strip is empty, HomeWatchTools tells you you're all clear — a quick confirmation that nothing needs you right now.

Below the Strip

• Today — visits scheduled for today, grouped by technician with a count of how many each person has completed so far. Gives you a live sense of who's doing what, without having to ask.
• Money — four tiles showing what you collected this month, what's outstanding, what's overdue, and the value of unbilled work. Each links into Finance for more detail.
• Open Issues — your currently open issues ordered by severity (urgent first), with a link to the full issues list.
• Recent Reports — the most recently completed visit reports, so you can quickly check what your team wrapped up today.

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Technicians: Your Day

When you sign in as a technician (Member role), the dashboard is built for the field — no business financials, just your work.

• Overdue — any of your visits that are past their scheduled date, each with a Start button so you can catch up immediately.
• Today's Visits — your schedule for today, ready to start with one tap.
• Coming Up — your next few scheduled visits, so you can plan ahead.
• Issues I Flagged — issues that you personally reported during visits, so you can track what you found.
• My Recent Reports — visits you've recently completed.

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Frequently Asked Questions

Why does my dashboard look different from my colleague's? It's role-aware. Owners and admins see the command center; technicians see the field view. The app chooses automatically based on your role. You don't need to configure anything.

A chip disappeared from the attention strip. Is something broken? No. Chips hide when their count reaches zero. The chip comes back the moment there's something to act on. An empty strip means you're caught up.

Where are the client, property, and area counts I used to see? The dashboard now leads with what needs action rather than summary totals. You can still see full counts in the Clients, Properties, and Areas sections.

Can I change the layout or what shows up? Not currently — the layout is fixed by role. What changes is the content of each section as your business activity changes.

The "Unbilled work" chip links somewhere — where does it go? It goes to Finance → Ready to Bill, which lists every property with completed, uninvoiced work. See the Billing Models guide for how that works.

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What's on the Dashboard Is Yours

Everything the dashboard shows — overdue visits, unpaid invoices, open issues, service requests — links directly to the place where you act on it. Think of it as your daily debrief: scan it when you open the app, clear anything flagged, and you're set. It updates in real time, so a visit your tech just completed will appear in Recent Reports within moments.

For help with specific sections, see:

• How Billing Works — understanding unbilled work and Ready to Bill
• Reviewing QuickBooks Sync — managing the QB queue
• Offering Concierge Services — acting on client service requests