Overview
The Dashboard is the first screen you see when logging into WIZniche. It is designed to give you a "pulse check" on your business immediately.
The Dashboard is divided into two distinct views, which you can toggle between using the buttons in the top right corner:
Insight: Focuses on financials, sales performance, and historical data.
Production: Focuses on daily operations, active technicians, and immediate workflow tasks.
The Production Dashboard
Switch to the Production tab to manage your team and today's workload. This view is designed for Dispatchers and Operations Managers.
Clocked-In Technicians
At the very top, you will see a list of all technicians who are currently Active (Clocked In). This allows dispatchers to quickly see who is available for work.
Notifications
In the top right corner, you will see a section with Bell Icon. This serves as your notification center for immediate alerts, such as new job requests, message replies, or system updates.
Workflow Cards: "All Time" vs. "Today" Logic
The Production dashboard uses specific logic to help you separate your Backlog (things you need to get to) from your Agenda (things happening today).
Here is how to interpret the counters:
Section | Metric | Timeframe Logic | What it means for you |
Assessments | Requested / Pending | All Time | This is your backlog of assessments needing attention. |
| Scheduled / Complete | Today | These are assessments happening today. |
Quotes | Requested / Pending / Open | All Time | Total pipeline of potential sales waiting for action. |
| Approved | Today | Deals successfully closed today. |
Jobs | Requested / Pending | All Time | Jobs that need to be scheduled. |
| Scheduled / Complete | Today | The actual work schedule for today. |
Invoices | Past Due / Open / Draft | All Time | Total financial backlog. |
Pro Tip: If you see a high number in "Jobs Pending," that is your queue of unscheduled work. If you see a number in "Jobs Scheduled," that is strictly what your team is doing right now, today.
Projects
Projects: A list of active multi-stage projects currently in progress.
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.