Understanding Your Dashboard in HomeWatcher

Your HomeWatcher 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. Field staff (the Member role) 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 have slipped past their scheduled date without being completed.
• Urgent issues — open high- and urgent-severity issues flagged during visits.
• QuickBooks syncs to review — items waiting for your approval in the QB sync queue.
• QuickBooks syncs failed — syncs that errored and need attention. (These are two separate chips, so a clean review queue and a failed sync don't get confused.)
• Overdue invoices — the dollar amount of invoices past their due date.
• Unbilled work — the dollar value of completed visits and concierge tasks not yet invoiced, linking straight to Ready to Bill.
• Service requests from clients — concierge services homeowners have requested through the portal.

When every count is zero, the strip collapses to a single green confirmation: "Nothing needs your attention — all clear." That's the goal state — it means you're caught up.

Below the Strip

• Today — visits scheduled for today, grouped by technician with a "done" count per person, so you can see who's going where at a glance.
• Money — tiles for Collected this month, Outstanding, Overdue, and Unbilled work. Cash-basis (collected counts payments as they arrive). Use the Finance button on this card to open the full Finance overview; the Unbilled work tile links directly to Ready to Bill.
• Open Issues — your open issues, worst first (urgent before high, and so on).
• Recent Reports — the latest completed visit reports.

(You'll also see Overdue Visits, Upcoming Visits, and a Monthly Trends card when there's data to show.)

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Field Staff (Member role): Your Day

When you sign in as a Member — the field role — the dashboard is built for the field, with no business financials, just your work:

• Overdue — catch up first — any of your visits that are past due, each with a Start button.
• Today's visits — your schedule for the day, ready to start with one tap.
• Coming up — your next scheduled visits.
• Issues I flagged — open issues you reported.
• 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; Members (field staff) see the field view. The app chooses automatically based on your role — there's nothing to configure. The three roles are Owner, Admin, and Member; see Inviting Your Team and Setting Roles.

A chip disappeared from the attention strip. Is something broken? No. Chips hide when their count reaches zero and reappear the moment there's something to act on. An empty strip — the "all clear" message — 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'll find 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 and tile — where do they go? Both link to Finance → Ready to Bill, which lists every property with completed, uninvoiced work. See the Billing Models guide.

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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 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 appears 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