Hear a live call. Call the demo line: (571) 556-3587
Home / Help / Setup guides / Reading your dashboard
Setup guides

Reading your dashboard

What each page shows and what to do first each morning.

Times show in your business time zone. The Home page refreshes itself every 30 seconds. Counts are what the system recorded.

PageWhat you use it for
HomeCalls by outcome, the needs attention list with how long each caller has waited, and the Finish setup card. Mark each caller handled once you called back.
Front deskYour follow-up queue: open and waiting calls with due dates, which you mark handled. Nothing is sent to anyone from here.
BookingsA calendar of confirmed bookings.
CallsEvery call it answered, with summary and transcript, filters and a CSV download.
ImproveQuestions it could not answer, and approved answers you add.
SetupHours, closed days, services, alert emails, calendar link, chat alerts and Pause answering.
HelpShort answers inside the dashboard.

Tools on paid plans

  • Job tickets (Starter and up): a printable page for each booking and callback, with name, phone, address, issue, urgency and what the caller answered.
  • Win-back list (Starter and up): callers who did not book, best first, with one-tap call and mark called back. We never call or text them for you.
  • Return on your plan (Starter and up): enter your average job value and see an estimate of booked work. It is an estimate from your own number, not income.
  • Charts (Starter and up): calls per week, outcomes, busiest hours and days, new and returning callers and the after-hours share.

Transcripts and summaries are kept 90 days, then deleted automatically.

More: all setup guides · contact support.

Call the demo lineStart free