Dashboard and search
Check business metrics and sales targets on your phone, and search jobs, contacts, work orders, and every other record from one box.
More → Dashboard is the phone version of the dashboard's home page, and More → Targets shows the sales team's progress against its monthly targets. The magnifying glass at the top right of every tab opens Search, which looks through every kind of record at once.
Read the dashboard
- Go to More → Dashboard.
- Tap Period and pick a range, such as This month (the default), or choose your own dates.
Key metrics shows four cards:
| Card | What it counts |
|---|---|
| Total Jobs | Jobs with a signed contract in the period |
| Total Estimate Value | The combined estimate value of those jobs |
| Total Payments | Payments received in the period |
| Total Payment Amount | The combined amount of those payments |
Tap Key metrics to fold the cards into one line with the same numbers, and tap the line to open them again.
Below the cards:
- Sales leaderboard ranks sales reps by the approved estimate value of their jobs in the period. Its caption says what it counts: "Counts every job with a Contract Signed Date this period, including jobs now in Lost." Tap See targets to open Targets, which leaves Lost jobs out.
- Sales by month shows the same value for each of the last 12 months.
The two charts use the jobs saved on your phone. The line under them says how many and when they were loaded. Tap its refresh icon, or pull down on the screen, to reload.
Check sales targets
More → Targets shows each sales rep's sold revenue and jobs sold for the month against their target, their pace, and the items that need attention. It's for Blue Sky staff, and it's read-only: admins set targets in the dashboard.
- Go to More → Targets.
- Use the arrows to step to another month.
- Tap a rep's row to see the jobs counted for them, and tap a job to open it.
Your own card comes first if you're on the sales team, and Needs attention lists your items before everyone else's. Pull down to refresh. For how sales, pace, and items are worked out, see Sales targets.
Search everything
- Tap the magnifying glass at the top right.
- Type in Search jobs, contacts, work orders….
Results are grouped by type, such as Jobs and Contacts, with a count on each group. Tap See all to show only that type, or tap a result to open it.
- Narrow the search. The chips under the box are All, Jobs, Contacts, Estimates, Invoices, Work orders, Tasks, Products, Activities, and Files. With one type picked, tap Show more at the bottom for more results.
- Activities and files. These are the biggest lists, so All leaves them out at first. Tap Also search activities and files to include them. The app remembers that choice. The Activities and Files chips always search them.
- Recent searches. Before you type, your recent searches show under Recent searches. Tap one to run it again, tap its × to remove it, or tap Clear to remove them all.
Search uses the same copy of your records saved on the phone as the lists. The line under the chips says how many records are ready and when they were loaded, for example "Indexed 12,345 records · cached 5m ago". Tap its refresh icon to reload them. See Keep lists up to date.
Recent searches are kept on this phone for your account only, and they're cleared when you sign out.