Service Dashboard Overview

Use the Service Dashboard for a current operational view of service-call workload. The dashboard is read-only: it summarizes activity for the active business unit and provides shortcuts to the underlying service calls.

Open the Service Dashboard

In the Service workspace, under Workspace, select Dashboard. The Service Overview page loads for the active business unit.

• Permission - Your role must include dashboard.read. Service-call access alone does not make the Dashboard available.

• Scope - All values reflect the active company and business unit. Change that application context before opening the page when you need a different operational view.

Select the Reporting Window

• Range (Optional) - Controls the comparison window used when the dashboard retrieves its service data. Choose Last 7 days for the default recent view or Last 30 days for a broader view. Changing the selection reloads the dashboard automatically.

Read the Workload Summary

Use the four summary cards to assess volume and aging:

• Open Calls - Shows the current open backlog. Select the value to open the Service Calls list.

• Unscheduled - Shows open calls without an active appointment. Select the value to open Service Calls with the unscheduled filter applied.

• Avg Days Open - Shows the average time that open calls have remained in Open status.

• New This Week - Shows service calls created during the current week.

Review Status, Priority, and Substatus Pressure

Use the visual summaries to identify where work is accumulating:

• Service Calls by Status - Compares the number and percentage of calls in each returned status, with a total across all statuses.

• Open by Priority - Compares open-call counts by configured priority so Critical and High work can be recognized quickly.

• Open Substatuses - Lists up to five leading Open substatus categories and their counts, such as Awaiting Parts or On Hold.

Open the Oldest Service Calls

Use the two list cards to move from the summary into a specific service call:

• Unscheduled (Oldest) - Lists up to five of the oldest open calls without active appointments. Select a row to open that service call.

• Longest Open - Lists up to five calls that have remained open the longest. Select a row to open that service call.

• Priority badge - Shows the call's current priority when available; use it together with days open to decide what needs attention first.

Review Appointments and Invoice Readiness

Use the final cards for near-term scheduling and billing follow-up:

• Upcoming Appointments - Shows scheduled/in-progress and completed counts for Today and the Next 7 days.

• Invoice Readiness - Shows the invoice-status mix and highlights completed calls that do not yet have an invoice.

Refresh and Confirm the Result

Select Refresh to retrieve the latest available values for the selected Range. A range change also refreshes the page automatically. There is no Save action because the dashboard does not change service records or retain dashboard edits.