Canvas panels and dashboard widgets

Jobs are available as building blocks on the canvas and on the dashboard, so dispatchers and account managers can compose the exact view they need without clicking between full pages.

Dashboard widgets

Add from Dashboard > Customise > Add widget. All four widgets are a single column wide and refresh on page load.

• Jobs today: total count for today with a three-way split across scheduled, in-flight (dispatched / en-route / on-site / in-progress) and complete. Click-through goes to the Jobs index.

• Unassigned jobs: count of scheduled jobs without a technician, plus the next five in queue order. Quick-link jumps to the dispatch board. Requires the jobs.dispatch permission.

• Completed this week: jobs with an actual_end_at this week, alongside the sum of linked invoice totals for those jobs. Jobs closed without an invoice contribute to the count but not the revenue line.

• Technician utilisation: top five technicians by billable hours this week, ranked highest first. Billable hours come from job_time_entries marked billable, scoped to the current week. Requires jobs.dispatch.

Canvas panels

Add from the canvas panel picker. Panels marked context-aware respect the canvas-level company, contact, or job context so a single canvas can be re-used for any customer without re-configuring.

• Jobs Today (context-aware): today's jobs grouped by status bucket. Click a job to set the canvas context to that job, and any adjacent Job Detail panel immediately loads it.

• Unassigned Jobs: scheduled jobs with no technician. Intended to sit next to a dispatch-oriented panel for fast triage. Requires jobs.dispatch.

• Job Detail (context-aware): full detail for the canvas-selected job: customer, schedule, address, engineer, last ten notes, last ten activities, rating. Shows an empty state until a job is selected.

• Technician Status: who is on-site, en-route, or idle right now, based on today's assigned jobs. Each row shows the technician's active job plus today's job / completed counts. Requires jobs.dispatch.

• Customer Job History (context-aware): last 30 jobs for the canvas-selected company or contact. Empty until a company or contact context is set.

• Jobs Activity Feed: 24-hour stream of lifecycle events (arrive / depart / complete / …) across every technician. Requires jobs.dispatch.

Dispatch Board template

A pre-configured canvas is available under Canvas > New from template > Dispatch Board. It lays out Unassigned Jobs, Technician Status, Jobs Today, and the Jobs Activity Feed side-by-side: a ready-made control room for a dispatcher's second monitor.

Permissions

• jobs.view: the read-only widgets and panels (Jobs Today, Job Detail, Customer Job History, Completed This Week widget, Jobs Today widget)

• jobs.dispatch: operational surfaces that expose the unassigned queue or engineer positions (Unassigned Jobs, Technician Status, Jobs Activity Feed, Unassigned widget, Technician Utilisation widget)

Add the right permission to the roles that should see each surface under Settings > Roles.