1. Upcoming Appointment Slider & Map
The center of the homepage focuses on your immediate schedule. This section features a swipeable slider and a dynamic map of your upcoming jobs.
Job/Assessment Cards: Each card displays the Job Details and the location which dynamically updates on your map.
Quick Redirect: Clicking any card in the upcoming appointment slider instantly takes you to that specific Job/Assessment page so you can view the details.
Get Directions: A blue button on top of the cards instantly opens your maps application to navigate to the site.
Create Job: If you scroll to the end of the slider, you will find a Create Job button to quickly book a new appointment.
View All: Tapping this button redirects you to the full Schedule Tab for a detailed view of your calendar.
Note: Job/Assessment Cards automatically show up on the homepage of the assigned technicians and operators.
2. Header & Activity Log
When you log in, the top of the screen displays a "Welcome Back" message. In the top right corner, you will see an Activity Icon. Tapping this opens the Activity Log, which serves as the pulse of your business.
What’s Recorded: It tracks every major action, such as creating quotes, converting jobs, sending invoices, or customers approving work.
Unread Tab: Switch to this tab to focus only on updates you haven't seen yet.
Date Filter: Use the filter to review the history for a specific past date.
Quick Redirect: Clicking any item in the log (e.g., "Invoice #500 Paid") instantly takes you to that specific record so you can view the details.
3. Business Overview (Dashlets)
Below the map, the Overview Section features "Dashlets" that provide a high-level financial and operational summary. Tapping any dashlet opens the respective list page with filters automatically applied.
Assessments: Displays the count of Scheduled assessments.
Quotes: Displays the Total Dollar Amount of the Open quotes.
Invoices: Displays the Total Dollar Amount of Current or Past Due invoices that are awaiting payment.
Jobs: Displays the count of Scheduled jobs currently on the books.
Properties & Customers: Shows the total count of records in your database.
4. Notifications & Requests Banner
A blue New Notifications Banner sits permanently near the top of the screen to alert you to urgent items. Tapping it opens a dedicated screen with two tabs:
Notifications Tab: Updates on approvals and payments. Tapping a notification redirects you to the relevant transaction.
Requests Tab: This lists all incoming Online Booking Requests from your website.
Note: You can open a request card, assign a technician, and schedule it. The assigned technician receives an instant notification on their device.
5. The Quick-Create Button (+)
Located in the bottom corner of the Homepage (and all main screens), the Blue Floating Action Button (+) is your shortcut menu. Tap it to instantly create a new:
Assessment
Quote
Job
Invoice
Customer
Property
Message
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.