The Dashboard explained
The Dashboard is WorkZen's front page. Under a greeting, it shows your key numbers (sales, unsent invoices and estimates, overdue invoices), the newest unclaimed leads with a Claim button, booking requests you can accept, reschedule or reject, and your upcoming visits. Most numbers and rows link straight to the page where you act on them.
The Dashboard is the first page you land on, and it is built to answer one question: what needs my attention right now? Everything on it is live data.
The greeting
The top of the page greets you by name with today's date in your company's timezone. When booking requests are waiting, it says how many right beside the date.
If something in your account needs fixing, a short alert line appears under the greeting. Click it to open the Needs attention panel: on each alert, Go fix it (the arrow icon) takes you to the right page, and Dismiss for now (the X icon) hides it for a while. When everything is healthy, there is no alert line at all. More in the Needs attention alerts.
Your numbers
A panel of four numbers sits at the top:
| Number | What it shows | Click to open |
|---|---|---|
| Sales | Payments received. Click the label to switch between Today, 7 days, 30 days and 12 months (each counts back from today) | Stays on the dashboard |
| Unsent Invoices | Total value of invoices created but not yet sent, and how many | Invoices |
| Unsent Estimates | Total value of estimates not yet sent, and how many | Estimates |
| Overdue | Invoices past their due date, in red when there are any, or "Nothing overdue" | Invoices, filtered to overdue |
A strip under them adds the rest at a glance: Active Leads (with how many are new), Active Clients, Conversion Rate (with the change from last month), and Upcoming Visits in the next 30 days. All reports at the end of the strip opens Reports.
New Leads
The five most recent leads nobody has claimed yet, with their contact details, source and when they came in. Click Claim to take one: WorkZen assigns it to you and opens it. Click anywhere else on a row to open the lead without claiming it. View all leads opens the Leads page. See claiming and managing leads for what to do next.
Booking Requests
When a lead requests a visit through your booking page or website widget, it appears here with the service they asked for and the requested date and time window. Open the Actions menu on a row to Accept, Reschedule or Reject the request. Each option lets you notify the client by email or text with an editable message. View all opens every booking request. Full details: handle booking requests.
Upcoming Visits
Your scheduled work as an agenda: time, visit, client, address, the team members' avatars, and status. Use the period button to show Today, or the next 7 days, 14 days or 30 days. If you can view the team schedule, a Team / Mine toggle switches between everyone's visits and just yours.
The list shows up to eight visits. The footer says how many there are in total, and All visits opens the Scheduler.
The Dashboard remembers your visit period and Team or Mine choice between sessions, so set it once the way you like to triage.
Who sees what
The Dashboard adapts to your permissions, so different roles see different parts.
| Part | Required permission |
|---|---|
| The numbers panel and strip | View Analytics |
| New Leads and Booking Requests | View Leads |
| The Claim button and the booking Actions menu | Manage Leads |
| The alert line under the greeting | Manage Company Settings |
| Team toggle on visits | View Team Schedule |
| Upcoming Visits (your own) | Everyone |
A technician without those permissions still gets a useful page: their own upcoming visits, front and center.
Frequently Asked Questions
This article answers:
- What do the numbers on the WorkZen dashboard mean?
- Why can't I see the numbers on my dashboard?
- How do I accept a booking request from the dashboard?
- Where do I see my upcoming visits?
- How do I see my team's schedule on the dashboard?