With our release on August 22, we are excited to introduce the newly designed dashboard in ServiceCore. This updated version maintains all the data and functionality that you're familiar with but presents them in a more streamlined and visually appealing way. Our goal is to make it easier for you to access and interpret your critical business information while ensuring that nothing is lost in the translation.
What's New on the Dashboard?
Legacy vs. New: All the Same Data, Just Easier to Navigate
- Search Customers: The functionality remains the same, allowing you to search by name, company, address, and more, with results just as accurate and reliable.
- Quick Stats: At the top of the page, you'll now find quick stats for:
- Service Reminders
- Recurring invoices
- Jobs today
- Jobs this week
Clicking on these stats will take you directly to the same information you would have accessed on the Legacy dashboard, now presented more clearly.
Income Overview:
We've replaced the text-based income section with a dynamic pie chart. This chart offers a snapshot of your total income, broken down by:
- Estimates
- Unpaid Open Invoices
- Unpaid Overdue Invoices
- Paid Invoices
Just hover over any section of the chart to see specific numbers for each category. If you want to dive deeper, click on any category to be taken to the detailed invoice list. You can still view your financial data over different time periods (3, 6, or 12 months).
Inventory Availability:
The view availability button is still there, just with a sleeker design. Clicking it will still take you to the inventory details.
Switch between Legacy and New Dashboard
We understand that change takes time. That's why, for a limited period, you'll be able to switch back and forth between the new dashboard and the existing one. This will give you the chance to familiarize yourself with the new layout while still having access to the interface you're used to.
Please note: The option to switch between dashboard will only be available for a short time as we transition to the new version. We encourage you to use this feature while it's available to make the change as smooth as possible.