Purpose
The Custom Dashboard is designed to support the unique workflow of Viking Fence. This will display all of the relevant Sales, Scheduling, and Installation type information for each facility and give the user quick access to all of the relevant areas of TRUE with the simple click of a button.
Modules Defined
Users can select one of the six different module buttons to navigate to the specific module at the top of the screen. This displays every record in the system for the corresponding type of module. In general, users should not need to navigate directly to the module utilizing these buttons and should use the colorful navigation buttons (described within the “Dashboard” section). These are the following modules that a user can navigate to:
| Module Button | Function |
|---|---|
| Leads | Opens the Leads module. Allows the user to view all of the existing Leads in TRUE. |
| Quotes | Opens the Quotes module. Allows the user to view all of the existing Quotes in TRUE. |
| Jobs | Opens the Jobs module. Allows the user to view all of the existing Jobs in TRUE. |
| Tickets | Opens the Work Ticket module. Allows the user to view all of the existing Work Tickets in TRUE. |
| Routes | Opens the Routing module. Allows the user to view all of the existing Routes in TRUE. |
Note: If you find yourself in an unfamiliar area of TRUE and wish to navigate back to the Custom Dashboard, simply select the "Lightning bolt" quick action icon and click the "Dashboard" option.
Additional Features
| "Lightning Bolt" Quick Action Icon: | This icon allows you to navigate to the Calendar. |
| "Refresh" Button | This feature will update all of the record counts and the current date and time. By default, the Dashboard |
| "Options" Button: | Users can select this to view various setup related features, data charts, generate new Leads or Quotes, or view specific types of Jobs. | |
| New Lead | Allows the user to create a new Lead record. | |
| New Quote | Allows the user to create a new Quote record. | |
| Dynamic Charting | This allows for thorough analysis of sales performance and win ratios, by day, week, month, quarterly, and annually. Includes a dozen different sort options, advanced filtering, and easy to use charting. | |
| Alert Setup | Defines which users receive alerts for specific types of jobs for the specified facilities. | |
| Manager Setup | Defines which users receive "Manager" access. Additional manager only functions are detailed below. | |
| Temporary Fence | Displays all Job records for the specified facility that has a product type of Temporary Fence. | |
| Portable Sanitation | Displays all Job records for the specified facility that has a product type of Portable Sanitation. | |
| Traffic Control | Displays all Job records for the specified facility that has a product type of Traffic Control. | |
| Surveillance | Displays all Job records for the specified facility that has a product type of Surveillance. | |
| Inventory Changes | Displays all Job records for the specified facility that has a product type of Inventory Control. | |
Understanding the Dashboard
The Custom Dashboard will display for users when TRUE is opened. This is the primary way for Viking Fence users to navigate through TRUE.
Note: If the Custom Dashboard does not load automatically, please reach out to a supervisor so that they may get it corrected.
Facility Drop Down
This controls the facility information that is displayed within the Custom Dashboard. By default, user accounts will automatically have a facility set based on their Personnel records and their dashboard should automatically reflect the correct facility location. Once a facility is selected, TRUE will display the correct counts for the specified facility.
Note: A user can attempt use this tool to view other facility counts, however, none will display unless they are specifically assigned to them or they have been given access.
Dashboard Navigation Buttons
Users can quickly access specific areas of TRUE with various colored navigation buttons.
Colors Defined
Each button has a unique color that represents the internal Viking Fence role that button relates to. These roles and colors are defined below:
| Green = Sales | Blue = Dispatcher |
| Orange = Driver | Purple = Billing |
Note: The colors of each individual button may vary depending on the user's account. This is determined by a variety of access permissions. Do not be alarmed if the colors do not match the image at the beginning of this article.
Quotes
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Unsent |
Quotes that are currently being worked on but haven't been sent to customers yet. Salespeople see a count for their assigned quotes only. Managers and Dispatchers see a total count. |
Navigates user to the Quotes module and shows unsent quotes assigned to the current user. | Navigates user to the Dynamic Charting module and shows unsent quotes. |
| Send |
Quotes that have been sent to a customer but haven't been signed or converted to a job yet. These may need sales follow-up. Salespeople see a count for their assigned quotes only. Managers and Dispatchers see a total count. |
Navigates user to the Quotes module and shows sent quotes assigned to the current user. | Navigates user to the Dynamic Charting module and shows sent quotes. |
| eSigned | Signed quotes pending conversion to a job. This number should be zero at the end of the day assuming salespersons are processing their sales quickly. Salespeople see a count for their assigned quotes only. Managers and Dispatchers see a total count. | Navigates user to the Quotes module and shows quotes assigned to the current user with a signed Rental Agreement. | Navigates user to the Dynamic Charting module and shows quotes with a signed Rental Agreement. |
Change Order
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Unsigned | Change Order Rental Agreements that have been created but not yet signed by a customer. These may need sales follow-up. Salespeople see a count for their assigned quotes only. Managers and Dispatchers see a total count. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| eSigned COs |
Change Order Rental Agreements that have been signed by a customer. A salesperson needs to confirm the change by checking the "NOTIFY/DISPATCH" box in the "Summary" mode of the job. When this is checked, an alert is sent to the Dispatcher for the facility set to the job. Salespeople see a count for their assigned quotes only. Managers and Dispatchers see a total count. |
Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Dispatcher | Change Order Rental Agreements that have been signed by a customer and a salesperson has confirmed the change. A dispatcher needs to confirm they're now responsible for handling this by checking the "DISPATCH" checkbox. Next step for a dispatcher is typically to create a new ticket with the change order line items. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
Scheduling
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Unscheduled | Jobs that are missing a linked schedule. Jobs where "RouteOptix" is checked are not included also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| RouteOptix | Jobs with Portable Sanitation type items where the RouteOptix checkbox isn't checked yet also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Temp Fence | Jobs that are missing a linked schedule and have Temporary Fence type items also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Surveillance | Jobs that are missing a linked schedule and have Surveillance type items also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Traffic Control | Jobs that are missing a linked schedule and have Traffic Control type items also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
Orders
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Billing Entry | Scheduled jobs with a start date before tomorrow where the ComputerEase checkbox isn't checked yet. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Billing (All) | This button is the similar to "Billing Entry" but removes the 24 hour restriction in the count and jump navigation. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Ready Jobs | Jobs where the ComputerEase checkbox is checked, but have no tickets also if "Extension" is checked, they won't be included in the counts. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
Tickets
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Preparing | Tickets with a stage of "Preparing", a status of "Active", and without a "Dispatcher Review". | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
| Unscheduled | Tickets missing a linked schedule, a status of "Active", and without a "Dispatcher Review. | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
| Missing Route | Tickets missing a linked route, a status of "Active", and without a "Dispatcher Review". | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
Routes
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Preparing | Routes with a stage of "Preparing" and a status of "Active". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
| Ready to Load | Routes with a stage of "Ready to Load" and a status of "Active". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
| Outbound QC | Routes with a stage of "Outbound QC" and a status of "Active". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
Delivery/Pickup
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Incomplete Routes | Routes where one or more of the stops have not yet been delivered and a status of "Active". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
| Incomplete Tickets | Incomplete Tickets, a status of "Active", and without a "Dispatcher Review". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
| Inbound QC | Routes with a stage of "Inbound QC" and a status of "Active". | Navigates user to the Routes module and shows the routes as indicated. | Same as regular users. |
Review
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Problem Tickets | Tickets with an unresolved problem flagged. | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
| Dispatch Review | Tickets where "Inbound QC" is confirmed, but "Dispatch Review" is not. | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
| Billing Review | Tickets where "Dispatch Review" is confirmed, but "Billing Review" is not. | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
Outstanding
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Renewal Status | Unarchived jobs with a Pickup Date less than or equal to today's date. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| Renewal < 1 wk | Unarchived jobs with a Pickup Date between tomorrow and 7 days ahead. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
Complete
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| Active Jobs | Unarchived Jobs which are set as "Complete". | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
Assignments
| Name | Description | Button Action | Button Action for "Manager" users |
|---|---|---|---|
| My Quotes | Unarchived Quotes assigned to the current user. | Navigates user to the Quotes module and shows the quotes as indicated. | Same as regular users. |
| My Jobs | Unarchived Jobs assigned to the current user. | Navigates user to the Jobs module and shows the jobs as indicated. | Same as regular users. |
| My Tickets | Unarchived Tickets assigned to the current user. | Navigates user to the Tickets module and shows the tickets as indicated. | Same as regular users. |
Schedule List
This displays a list of the schedules for the current day. This allows you to view an overview of these records and navigate to them. Simply select the record and you will be brought to the Planning workflow for that schedule record.