Purpose 

The Dashboards module provides role-specific views of key information and quick access to frequently used functions. Access dashboards via the "lightning bolt" icon. The system automatically displays your default dashboard upon login, which can be configured in user preferences.

Service Dashboards 

The service workflow encompasses four interconnected views designed to monitor and manage service operations effectively. The main service dashboard provides a comprehensive overview of:

• Lead tracking and conversion metrics
• Quote status and pipeline management
• Active job monitoring and progress
• Performance metrics and response times
• Revenue tracking and financial data

For organizations with multiple locations or divisions, this information can be filtered to show individual user assignments, facility-specific data, or division-level performance.

Contracts Dashboard 

The contracts dashboard streamlines commercial contract management through:

• Opportunity tracking and pipeline visualization
• Financial metrics and forecasting
• Project margin analysis
• Status tracking across contract stages
• Date-filtered performance metrics

All contract information can be viewed at the individual, facility, or division level, providing appropriate visibility across the organization.

TRUE Fence Dashboard 

Specifically designed for fence contractors and estimators, this dashboard provides:

• Schedule management for installation teams
• Project status monitoring
• Assigned quote tracking
• Job progress visualization
• Estimator workflow tools
• Resource allocation tracking

Field Dashboard 

Optimized for mobile access, the field dashboard serves as a central hub for personnel more active in the Contracts workflow by providing:

• Work ticket management and tracking
• Punch list access
• Assigned vehicle management
• Tool management
• Contract status monitoring
• Receiving notification alerts
• Time clock functionality

Technician Dashboard 

Tailored for service technicians, more suited for the Jobs workflow - this dashboard provides:

• Quick access to assigned work orders
• Tool management
• Vehicle management
• Time card integration
• Inventory
• Job and quote management

Financial Dashboard 

The financial dashboard centralizes accounting operations by tracking:

• Purchase approval workflows
• Invoice processing status
• Contract financial data
• Bill payment management
• Payment processing metrics
• Receivables monitoring
• Credit memo tracking
• Payroll processing tools
• And much more!

Purchase Orders Dashboard 

A streamlined interface that provides direct access to the PO module, offering:

• Quick access to purchase order creation
• Approval queue management
• Vendor order tracking
• Receiving status monitoring
• Budget allocation tools

Shop Dashboard 

Designed for inventory and fulfillment operations, the shop dashboard integrates:

• Purchase order status tracking
• Receiving management
• Shipping metrics and monitoring
• Inventory level tracking
• Work ticket coordination
• Fulfillment status updates
• Schedules integration

Time Clock Kiosk 

The time clock kiosk locks the user account into this dasboard. This provides a secure, streamlined interface featuring:

• Location-based verification
• User identification protocols
• Secure PIN entry system
• GPS verification
• Clock in/out confirmation

Custom Dashboards 

Don't see a dashboard for you? TRUE supports the creation of custom dashboards tailored to specific organizational needs and workflows. These can be configured to display relevant metrics and provide access to frequently used functions based on user roles and responsibilities.