The Today (Overview) screen

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The Today (Overview) screen

What you see when the Contractor Hub opens: greeting, four numbers, Needs you, today's jobs and quick buttons.

Today is the first screen of the Contractor Hub. In the left menu it is the first item, under the group called Home. Its menu name is Today. The page heading is the greeting, such as “Good morning” followed by your first name, with the date underneath.

What is on the screen

Block What it shows
Four numbers Jobs today, Late invoices, Quotes waiting, and Paid this week
Needs you A short to-do list. Each row opens the list behind it. See “The Needs you list”
Today’s jobs Every job card for the day, soonest first, with crew names or “No crew yet”
This week Won, Invoiced and Paid, each with a count and a dollar total
Get set up / Get started A checklist until the basics are done. You can hide it
Marketing card What the marketing assistant has for you today
Quick buttons New quote, Add customer, Schedule a visit, New invoice
Recent activity The latest events on your customers and quotes
Reviews Recent customer reviews, with a Reply button

Some blocks only show for roles that may see money. If your role cannot see money, Paid this week and This week are left out.

Steps

  1. Open the Hub. Today opens first.
  2. Read the four numbers across the top. Tap nothing yet. They are only a summary.
  3. Look at Needs you. Tap a row to go straight to the list it counts.
  4. Check Today’s jobs. If any job has coordinates saved, a Map button appears. It shows numbered pins for the day.
  5. Tap a job to open it.
  6. Use the quick buttons when you need to start something.

Rearranging the screen

Tap Arrange (next to the New quote button). You can change the order of the blocks and hide some. The Overview can also be simplified through the “Show me” setting in Settings. (The exact wording of that setting is not covered here.)

The Get set up checklist

Until you finish it, a card lists the first jobs to do. In the code the steps are: add your logo and phone; set your labor rate and markups; get paid online (Stripe); review your customer messages and reminders; add your first customer; send your first quote. Tap a step to jump to it. It shows how many are done.

Tips

  • Check Today first thing. Then work down Needs you from the top. The list is already sorted with the most urgent first.
  • If a follow-up was held back because a payment was outstanding, a banner says so and a Review held follow-ups button appears.

If something goes wrong

  • “Couldn’t load today’s jobs.” The rest of the screen still works. Try again or reload the page.
  • A block is missing. You may have hidden it with Arrange, or your role may not be allowed to see it.
  • No dollar figures. Your role does not include seeing money. Ask the owner.

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