User Guide

Dashboard & Workspace

The three screens every Jobmand user has, on every plan: the Dashboard you land on — one section per module, every number a link into its screen — the To-Dos that hold the actual work, and Messages for talking to the whole crew.

Quick overview

Dashboard — where everything stands right now, one section per module you can open: your own work, the company's headline numbers, projects, money, CRM, the crew and daily operations. Employees get their own numbers and the clock — it is the only place an employee clocks in from the web. Click any number or row to jump straight into that screen.
To-Dos — a task is one piece of work on one project, assigned to one person. Tasks carry the instructions, the photos, the materials used, and the hours worked.
Messages — one-way announcements from the office to everyone, a group, or one person. Not a chat.

These three are never plan-gated and never hidden — they are what an employee's whole Jobmand consists of. The Dashboard shows the present; how the company moved over time — trends, period comparisons, receivables aging, funnels — is Analytics, a Pro module.

Where to find it

Dashboard              ← top of the sidebar, on its own

Workspace              ← everyone sees this group
├── To-Dos
├── Timesheets         (see the Time tracking guide)
└── Messages

Everyone sees all of it. Admins get extra buttons inside these screens, not extra screens.

Dashboard

The screen you land on after signing in. It is built from sections — My work, Overview, Projects, Financial, CRM, Workforce and Operations — and you only get the ones for modules you can open. The Dashboard itself is on every plan and is never locked away; what changes from person to person is which sections are inside it.

Three things are true everywhere on the screen:

Every number and every row is a link. Click Overdue tasks and you are in To-Dos; click a project in a list and that project opens. View All on a block does the same for the whole module.
Sections fold. Click a section's title to close it. It stays closed on that browser until you open it again, so you can keep the screen down to what you actually watch.
The strip at the top tells you how old the numbers are and has a Refresh button — see How fresh the numbers are. People who have Analytics also get the Period selector there.

What an employee sees

The Clock In / Out widget on top — pick the task you're about to work on and start the clock; that flow, including the end-of-shift photo, is covered in the Time tracking guide — and under it the My work section, which is only ever about you:

Tile	What it counts	Opens
My open tasks	Tasks assigned to you that aren't finished, with how many are overdue underneath	To-Dos
Due this week	Your tasks with a due date this week	To-Dos
Hours this week	Hours you clocked this week, with the month's total underneath	Timesheets
Earnings this month	What your approved hours this month are worth, with the hours still pending underneath	Timesheets
My projects	Projects you're assigned to	Projects, if you can open it

Below the tiles:

My tasks due soon — your next tasks by due date, with the project and status; overdue ones say how many days.
My last punches — your latest clock-ins: date, project, hours, whether the punch was by QR, Manual or Route, and whether it is pending, approved or rejected. A location? note means the punch was made away from the jobsite and the office will review it.
My hours, last 8 weeks — a small chart of hours Logged against hours Approved, week by week. A gap between the two is hours still waiting for the office.

Earnings this month counts approved hours only. Hours you logged today that an admin hasn't approved yet are shown as pending hours under the tile, not as money. That's not a bug — see approval.

In a company that has not turned on Roles & Permissions, this is the employee's whole Dashboard. Once the company enforces permissions, an employee also gets a section for every module their group lets them open — a foreman who can open Projects gets the Projects and Operations sections, for example.

What an admin sees

Admins start with the Overview section and then get one section per module: Projects, Financial, CRM, Workforce and Operations — described in The sections. Overview is the part to read every morning. It has three pieces.

Headline tiles

Tile	What it counts	Opens
Active projects	Projects under way — not completed, not on hold	Projects Dashboard
Overdue tasks	Open tasks past their due date, company-wide	To-Dos
Pending hours	Hours waiting for your approval — your daily to-do	Timesheets
Receivables open	What customers owe on open invoices, with the overdue part underneath	Invoices
Pending change orders	The value of change orders waiting for a decision, with how many	Change Orders
Weighted pipeline	Open opportunities weighted by their chance of closing, with how many are open	Pipeline
Follow-ups overdue	CRM follow-ups whose date has passed	Follow-ups
Routes today	Routes scheduled for today	Routes & Destinations

A tile only appears if you can open its module, so a company on a plan without CRM simply has fewer tiles — nothing shows up locked or greyed out.

Needs attention

One list of everything that is overdue or waiting on a decision, across every module you can open, most serious first: overdue invoices, change orders and estimates awaiting a decision, contracts expiring, unsigned or pending approval, overdue follow-ups, stale or unassigned leads, overdue or idle projects, overdue tasks and punch list items, unassigned routes, timesheets pending, suspect punches and shifts left open for 12 hours or more. Each row says what it is, the amount where there is one, and how many days it has been waiting. Click a row to go and deal with it. When the list is empty it says Nothing needs attention.

Clocked in now

Who is on the clock at this moment: name, project and task, since when, whether they punched in by QR, Manual or Route, and a location icon when the punch doesn't match the jobsite. This card is live — it re-checks every 30 seconds without reloading the page. You see it if you can open Timesheets.

The sections

Each section appears only if your plan includes the module and your permissions let you open it. Inside Financial, CRM and Operations, each block follows its own module — someone who can open Invoices but not Contracts gets the Financial section without the Contracts block.

Section	You see it if you can open	What's in it
My work	Employees, always	Your tasks, hours, earnings, punches — see What an employee sees
Overview	Admins, always	Headline tiles, Needs attention, Clocked in now — see What an admin sees
Projects	Projects	Tiles Active, On hold, Overdue, Ending in 7 days, Budget of active, Cost to date (with the share of budget used) and Idle 14+ days; the Projects by health ring; lists Top at risk, Finishing soon and Overdue
Financial	Invoices	Blocks for Invoices (receivables open, overdue, drafts, Open receivables by status, Overdue invoices), Estimates (awaiting decision, accepted), Payments (received, paid out and failed in the last 30 days, pending), Contracts (active, pending approval, expiring in 30 days, unsigned), Change orders (pending, oldest pending, approved value and schedule days) and Estimator (sent, accepted amount, expiring in 14 days)
CRM	CRM Dashboard	Blocks for Leads (new in 7 days, qualified, unassigned, stale 14+ days, Leads by status, Leads by source), Pipeline (open opportunities, weighted value, closing in 30 days, close date passed, Pipeline by stage), Follow-ups (overdue, due today, next 7 days), Campaigns and Customers (active, new in 30 days, no contact for 90+ days)
Workforce	Employees	Clocked in now, Pending hours and what they cost, Approved, unpaid, Hours today, Hours this week, Suspect punches, 7 days, QR punches, 30 days against manual ones, Open shifts 12h+; the Punches by method ring; lists of who is clocked in, Most pending hours by employee and Suspect punches
Operations	Projects	Blocks for Tasks (open, in progress, overdue, due in 7 days, unassigned), Punch list (open and overdue items), Routes (today, planned for 7 days, in progress, unassigned) and Projects this week (starting and ending); the Next 7 days chart; Tasks by status; lists Overdue tasks, Today's routes and Overdue punch items

A few things worth knowing about individual sections:

Projects is the short version of the Projects Dashboard. The health colours are the same ones, and the ring, the tiles and View All open the Projects Dashboard; a project in a list opens that project. For one job's full money picture, open the project — see Project financials.
Workforce follows Employees, not Timesheets. Everyone can open Timesheets to see their own hours, but this section shows company-wide hours and labour cost, so it is tied to the screen only the office opens.
Operations → Next 7 days stacks, day by day, the tasks due, routes, projects starting and ending, and follow-ups — a quick read of how heavy each day of the coming week is.
The 30-day and 7-day figures (payments received, suspect punches, new leads) are fixed windows counted back from today. They do not change with the Period selector — that only drives Insights.

Looking for the Project Financial Resume grid or the Change Orders strip? Both were replaced. Budget against cost per project now lives in the Projects section and, in full, in the Projects Dashboard. Pending and approved change orders are the Change orders block inside Financial, plus the Pending change orders tile in Overview.

Insights

At the bottom of the Projects, Financial, CRM, Workforce and Operations sections there is an Insights block: one trend chart for the period chosen at the top of the screen.

Section	Insights chart
Projects	Started vs completed by month
Financial	Invoiced vs collected by month, with a paid-out line
CRM	New vs converted leads by month
Workforce	Approved vs pending hours by week
Operations	Tasks created vs completed by month

Open Analytics in the corner of the block takes you to the full page — see the Analytics guide.

Insights belong to Analytics, a Pro module, so what you see in that spot depends on your plan and your access:

You can open Analytics — the chart, and the Period selector at the top of the Dashboard.
Your company is below Pro and you are an admin — an upgrade card, Insights are part of Analytics, with Manage Subscription and a link to the plans. Employees never see this card.
Your company has Pro but you weren't given Analytics — nothing. The rest of the section is unchanged.

How fresh the numbers are

The Dashboard does not add anything up in your browser. Jobmand keeps the totals ready on the server and rebuilds them within seconds of something changing — an invoice paid, a task completed, hours approved.

The strip at the top says Updated … ago — for example Updated 12s ago — and the age keeps counting while the page is open.
An amber dot with the word refreshing means a change was just made and the rebuild is in progress. Give it a few seconds.
Refresh reloads every open section with the latest numbers. You don't need to reload the whole page.
Clocked in now does not wait for any of this — it reads the clock directly and updates every 30 seconds.

If the strip says Last rebuild failed, the numbers on screen are the last good ones; tell your Jobmand admin or support. After a bulk import, an admin can force a rebuild from the Analytics page — see Rebuild now.

To-Dos (tasks)

A task is the unit of work in Jobmand. It belongs to a project, is assigned to one employee, and collects everything about that piece of work: instructions, photos, the materials consumed, the hours logged, and the proof it was finished.

The task list

Open Workspace → To-Dos. Employees see the tasks assigned to them; admins see every task in the company. Use the search bar to filter.

Field	Meaning
Priority	Low Medium High
Status	Pending In Progress Completed
Due date	When it should be finished
Assignee	The one employee responsible
Project	Which job it belongs to

Creating a task

Admins only. Click Create Task and fill in:

Project — which job this belongs to
Assignee — the employee who will do it
Due date
Priority — Low / Medium / High
Status — normally leave at Pending
Materials — pre-assign catalog items the job will need (optional; the crew can add more later)
Task files — drawings, spec sheets, permits
Instruction photos — pictures with a description under each one. This is the single most useful field on the form: "grout colour must match this", "valve is behind this panel".

Tip: the assignee sees the instruction photos and their descriptions on their phone, on the jobsite, before they start. A photo with a caption prevents more rework than a paragraph of text.

Task detail

Click any task to open it. You get:

Location — the customer address for this job
Description & instructions — what to do
Files — anything the office attached
Materials Used — what has actually been consumed, and what it cost
Work Log — every clock-in/clock-out session against this task
My Earnings — for the assigned employee, what their hours on this task are worth

Logging a material expense

On the task, click Log Material Expense. Pick the item from the catalog, enter the quantity, and — importantly — attach the receipt photo. The cost lands against the project immediately, so the job's remaining budget is honest at the end of the day rather than at the end of the month.

Items come from Products & Services; if something isn't in the list, an admin must add it there first. See the catalog.

Completing a task

Click Complete Task. Jobmand will not let the task close until you provide both:

Completion notes — what you actually did
At least one photo — proof of the finished work

This is deliberate. The photo and note are what you show the customer when they question the invoice three weeks later.

Clock out first. If you're still clocked in against the task when you complete it, close the shift from the clock — otherwise the session keeps running and your hours will be wrong.

Messages

Company announcements. Messages go one direction — office to crew — and land in the web app and the mobile app at the same time. It is not a chat: there are no replies, no threads.

Sending a message

Click Send Message, choose who it goes to, type the body, send.

Audience	Use it for
All Employees	Holiday hours, safety notices, policy changes
Specific Group	One trade or crew — "Plumbers", "Crew B". Groups come from the free-text group field on each employee, so spelling matters
Specific Employee	One person, when it isn't urgent enough to phone

Groups are typed, not picked. "Plumbers" and "plumbers" are two different groups. Keep the spelling consistent on the Employees screen or people will silently miss messages.

Read receipts

The Recent Messages feed shows the sender, the body, and a Read by N count. Use it to confirm a safety notice actually landed before you assume everyone knows.

For the recipient, unread messages drive the bell badge in the top bar. Jobmand checks every 30 seconds and pops a toast with a sound for new mail.

Common workflows

Assign tomorrow's work (admin, end of day)

Dashboard → Overview — check Overdue tasks and Pending hours, then read down Needs attention
Clear the pending timesheets first (see approving hours) so payroll stays current
To-Dos → Create Task for each piece of work — project, assignee, due date, priority
Attach instruction photos with captions and any drawings
Messages → Specific Group — "Crew B, start at the Oak St site 7am"

Run a task from start to finish (employee)

Dashboard — pick the task in the Clock In / Out widget and clock in
Open the task from To-Dos, read the instructions and instruction photos
As you consume materials, Log Material Expense with the receipt photo
When the work is done, clock out and write the shift summary
Complete Task — completion notes plus at least one photo of the finished work

Find out where a job's money went

Dashboard → Projects — Top at risk lists the jobs burning through their budget, with the share of budget used; click the one that worries you
Open it in Projects and check Financials — labour vs materials
If materials are the problem, open the project's tasks and read Materials Used per task
If labour is the problem, check the Work Log on the big tasks against the estimate

Read the Dashboard in two minutes (admin, first thing)

Glance at the strip at the top — Updated … ago should be seconds or minutes, not hours
Overview → Needs attention — work the list from the top; every row opens the screen where you fix it
Clocked in now — is everyone who should be on site on the clock, and is anyone flagged for location?
Financial — Receivables overdue and the Overdue invoices list tell you who to call today
Fold the sections you don't watch daily — they stay closed on this browser

FAQ & Troubleshooting

I don't have a Create Task button.: Only admins create tasks. Employees work the tasks assigned to them. Ask the office to add one.
Earnings this month on the dashboard is lower than the hours I worked.: It counts approved hours only. Anything still Pending is excluded until an admin approves it — the line under the tile shows how many hours are still pending.
Complete Task won't let me finish.: You need both a completion note and at least one photo. Both are required, deliberately.
A completed task disappeared from my list.: Completed tasks you never logged time against are hidden to keep the list clean. Admins still see everything.
I sent a message to a group and half the crew missed it.: Almost always a spelling mismatch in the group field on their employee records — "Crew B" vs "crew b". Fix it in Employees and resend.
Can someone reply to a message?: No. Messages are announcements. For a back-and-forth about specific work, use the task's notes or phone them.
A material I need isn't in the Log Material Expense list.: The list is the company catalog. An admin has to add it under Products & Services first.
Where did the Project Financial Resume grid and the Change Orders strip go?: They were replaced by sections. Budget against cost is in Projects (and in full on the Projects Dashboard); change orders are a block inside Financial. See The sections.
Change orders approved shows "schedule days" — days added to what?: The total schedule impact, in days, of every approved change order across your projects. It's the gap between the schedule you sold and the schedule you're now actually working to.
A colleague has a Dashboard section that I don't.: Sections follow modules. You get a section only if the company's plan includes that module and your permissions let you open it — see Roles & Permissions. Employees in a company that hasn't turned permissions on see only My work.
I folded a section and now it's always closed.: That's by design — a folded section stays folded on that browser. Click its title to open it again. On another computer or browser you start with everything open.
I just changed something and the Dashboard still shows the old number.: Look at the strip at the top. An amber dot and refreshing mean the rebuild is running; wait a few seconds and click Refresh. See How fresh the numbers are.
There's an "Insights are part of Analytics" card at the bottom of my sections.: Your company's plan doesn't include Analytics, and you are an admin, so Jobmand shows you what the upgrade would add. It hides nothing — everything above it is the full free Dashboard. See Insights.
Can I put the Dashboard on the office TV?: Yes, without signing anyone in on the TV — create a display link under My Company. See TV display.

Need help?

For training, access, or feature requests, contact your Jobmand admin. For bug reports include the screen name, what you clicked, what you expected, and what happened instead — with a screenshot if possible.