The middle of the dashboard is where the work lives. The left card, Today’s Schedule, lists every job scheduled for today with its time, customer, and status; click a row to open the full job. If nothing is on the books, it shows a Schedule a Job link instead. The right panel, Action Items, is Conduit telling the office what needs attention: overdue invoices (sorted by how late they are), accepted bids ready to convert, work that’s completed but not yet invoiced, and, when you have any, unsent invoices and unassigned jobs. Every row links straight to the relevant filtered list. An empty Action Items panel means you’re caught up.
- Read Today's Schedule.
- Expand an Action Items category.
- Resolve one item inline, right from the dashboard.
Today's Schedule and Action Items, side by side.