Dashboard Action Items

What are Action Items?

Your dashboard shows action item cards (todos) that highlight jobs and quotes needing your attention. Each card shows a count and a short description. Clicking a card takes you directly to a filtered list of the items that need action.

Think of them as your daily checklist — they surface the things that might otherwise slip through the cracks.

All Action Items

Overdue Invoices

What it means: Invoices that were sent more than 7 days ago and haven't been paid.

What to do: Follow up with the customer. Resend the invoice, call to check on payment, or send a reminder message.

Where it links: Filtered invoices list showing overdue items.

Jobs Need Invoicing

What it means: Jobs marked as completed but with no invoice sent yet.

What to do: Open each job and create an invoice. Use "Complete & Invoice Now" when finishing visits to avoid this building up.

Where it links: Filtered jobs list showing completed jobs without invoices.

Awaiting Payment

What it means: Quotes that have been accepted by the customer but the deposit hasn't been paid yet.

What to do: Follow up with the customer about payment, or resend the quote payment link.

Where it links: Filtered quotes list showing accepted but unpaid quotes.

Paid Quotes to Convert

What it means: Quotes where the customer has accepted and paid, but the quote hasn't been linked to a job yet.

What to do: Open the quote and use the "Create / Link Job" button to either create a new job or link it to an existing one. This gets the work into your job pipeline.

Where it links: Filtered quotes list showing paid quotes needing conversion.

Quote Visits Need Quotes

What it means: Past quote visits (Quote Visit jobs with completed bookings) where no quote has been created yet.

What to do: Create and send the quote. The customer is waiting. Open the job and use "Create New Quote" from the More Actions menu.

Where it links: Filtered jobs list showing Quote Visit jobs with past visits.

See Quote Visits for the full quote visit workflow.

Unconverted Leads

What it means: Leads you've claimed from the marketplace but haven't converted to quotes or jobs yet.

What to do: Contact the lead and either create a quote or mark the lead as not progressing.

Where it links: Filtered leads list showing claimed but unconverted leads.

Jobs With Unsent Quotes

What it means: Jobs that have draft quotes created but not yet sent to the customer. The quote was created from a job (tracked automatically) but is still sitting in draft status.

What to do: Open the quote, review it, and send it to the customer. Draft quotes left too long mean the customer is waiting.

Where it links: Filtered jobs list showing jobs with unsent draft quotes.

See Quote Visits for how quotes are created from jobs.

Expired Quotes Need Follow-up

What it means: Jobs where all linked quotes have expired (passed their validity date) without being accepted. The customer hasn't responded and the quotes are no longer valid.

What to do: Follow up with the customer. Call to discuss, resend with updated pricing, or close the job if they've gone elsewhere. The job has been taken off hold and is back in your active list.

Where it links: Filtered jobs list showing jobs with all expired quotes.

See Putting Jobs on Hold for how the "Pending Quote" hold is released on expiry.

How Counts Update

Action item counts update in real-time based on your data. When you take action (send an invoice, create a quote, convert a lead), the count drops automatically. No need to refresh.

Using Action Items Effectively

Check daily. Make it a habit to glance at your dashboard first thing in the morning. The action items tell you exactly what needs doing today.

Work through them in order. The items are roughly prioritised — overdue invoices and jobs needing invoicing are typically the most time-sensitive.

Don't let them build up. A clean dashboard with zero action items means nothing is falling through the cracks. If you consistently see the same type piling up, it might signal a process issue worth addressing.

Related Articles

• Dashboard Overview - Navigating your dashboard
• Understanding Jobs - Job lifecycle and statuses
• Quote Visits - The quote visit workflow
• Putting Jobs on Hold - Holds and automatic release
• Creating Invoices - Billing customers for completed work