The Dashboard is your home base in WIZniche. It gives you a quick, real-time view of your business performance and easy access to key tools, all in one place. From here, you can track revenue, jobs, invoices, quotes, purchase orders, and inventory, as well as manage tasks, messages, and more.
Dashboard Toolbar
+ Create Button
Available at all times, lets you quickly create:
Quote
Job
Invoice
Event
Customer
Property
Purchase Order
Tasks
Access: Top‑right clipboard icon
View upcoming, past due, and completed tasks.
Create new tasks with:
Title
Description
Due date
Assignee
Assignees can mark tasks as done.
Message Center
Access: Top‑right clock icon
Shows all customer conversations (two-way SMS).
Search by customer name or conversation.
Filter by Starred, Unread, or Read.
Send new messages or reply directly.
Call customers or view their profile from here.
Activity Logs
Shows all recent actions by your team.
Two tabs:
All
Unread
Filter by date to review activity.
What’s tracked: job created/scheduled/completed; quote created/sent/approved; invoice created/sent; payment recorded; signature captured. Click any entry to open the related record.
User Menu (Avatar)
Access: Top‑right avatar
Access:
Timesheet
Notifications
Personal Account Setup
Settings
Help Centre
Logout
Important: Settings is the control room for preferences (billing terms, taxes, services & prices, checklists, etc.). The way to reach it is Avatar → Settings from anywhere in the app.
Left Sidebar Navigation
Access: Top‑left three‑line (hamburger) icon → expands the sidebar
From here, you can quickly move to:
Dashboard – returns to this page
Calendars – Daily, Weekly, Monthly views
Deals – Lead management board (read our Deals guide for full details)
Quotes – Quotes List page
Invoices – Invoices List page
Disputes – Chargebacks and related actions
Jobs – Jobs List page
Customers – Customer List page
Properties – Property List page
Equipment – Equipment List page
Inventory –
Catalog (items), Report (stock), Vendors, Purchase Orders
Expenses –
Expense Report, Job Costing
Top Dashboard Widgets (Dashlets)
Revenue earned today
Shows today’s revenue in dollars.Paid today
Shows how much cash has actually arrived today.Jobs completed today
Shows the number of jobs marked complete today.Jobs booked today
Shows the dollar value of jobs booked today.Notifications
Shows your unread notification count. Click to open the Notifications sidebar.
What you’ll see: payment received, invoice paid, quote requested, quote approved, job created/scheduled/completed. You can Mark all as read or click any item to open the related record (invoice, quote, job, etc.).
Sales Graph
Interactive and hoverable for more details.
By default shows This Month.
You can switch to: This Week, Last Week, Last Month, This Quarter, Last Quarter, Last 12 Months.
Shows trends for sales over the selected period.
Open Invoices Dashlet
Shows the total dollar amount of open invoices, split into:
Past Due
Current
Unbilled
Defaults to Last 30 Days (other options available like Today, This Week, Last 7 Days, This Month, Last Month, Last Quarter, Last 12 Months).
View All button takes you to the Invoices List Page.
Paid Invoices Dashlet
Shows Paid and Unpaid totals.
Unpaid is further split into overdue vs. not due yet.
Paid section includes a breakdown by payment method (Credit Card, Cash, Cheque, ACH, etc.).
Same date filter options as Open Invoices.
View All button links to Invoices List Page.
Jobs Dashlet
Displays four job statuses:
Requested
Pending
Scheduled
Complete
Shows both the count and the total dollar worth for each.
View All takes you to the Jobs List Page.
Job Leaderboard
Ranks technicians by:
Jobs completed
Average revenue per job
View All goes to the Jobs page.
Sales Leaderboard
Ranks employees by:
Total sales amount
Number of items sold
Includes employee names, avatars, and stats.
View All goes to the Quotes List Page.
Quotes Dashlet
Four statuses:
Requested
Pending
Open
Approved
Shows count and worth for each.
View All takes you to the Quotes List Page.
Purchase Orders Dashlet
If empty, prompts you to create a new Purchase Order.
Once active, shows:
Pending
Ordered
Shipped
Received
Displays counts and worth for each.
View All takes you to the Purchase Order List Page.
Inventory Reorder Dashlet
Shows items low in stock based on their Reorder Point.
Displays item name and current quantity.
View All takes you to the Inventory Report to manage stock levels.
Support Chatbot
Always available as a floating icon.
Use it to:
Message the WIZniche team
Read Help Centre articles
Request support
Summary
From the Dashboard you can see what happened today, review trends, jump into lists, create new work, message customers, and audit team activity. If anything is unclear or you need a hand configuring settings (remember: Avatar → Settings), just drop us a note at [email protected] and we’ll help you get set up fast.