Reading the dashboard

Nothing on the dashboard is a setting and nothing on it is a report. Every card is a live read of something you can go and look at properly somewhere else, which is why almost all of them carry a link to the screen they came from. Read top to bottom, it goes: how the business is doing, what is happening today, what nobody has picked up, what your clients have asked for, whether the paperwork is in order, and what your team has just finished.

The banner at the top

A dark teal band with your first name in it. The greeting is decided by the clock on your own machine: Good morning before midday, Good afternoon before five, and Good evening after that. If CleanFlo does not know your name it says "there", which is worth fixing under Settings → My Account.

The date underneath is the long form: weekday, day, month, year, then a middle dot and the line "Here's an overview of your business today." That date matters more than it looks. A dashboard left open overnight, which is how most owners use it, re-reads the date at local midnight and again whenever you come back to the tab, so the jobs listed underneath are genuinely today's and not yesterday's.

The four figures across the top

Four cards, each with a label in small caps, a large figure, a percentage change with an arrow, and a caption saying what the comparison is against. Each also carries a sparkline of its own history and a coloured rule along the top.

Today's Schedule

Every job dated today, in start-time order, with a View Calendar link in the corner. The sub-line names the day: "Jobs scheduled for Thursday 13 Aug".

Each row runs time, then job, then status. The time is in the left margin in Courier, as a fixed column, so the list can be scanned straight down. Underneath the job title sits the cleaner's name, and the pill on the right is the job's status in the app's standard four: scheduled, in progress, done, cancelled. A job with no start time keeps the column and fills it with a dash, so the margin stays a straight line.

This card is a read of the schedule, not a control for it. You cannot drag a job here or change its status: clicking through to Schedule is how you do either.

Urgent Attention

The card beside it, headed "Unassigned jobs needing action". It lists up to five jobs that are still at scheduled, are dated today or later, and have nobody assigned. Each row is a date block, the job, its time, and an Assign button that takes you to the schedule.

It is the one card on the page that is genuinely a to-do list. A job sitting here is work you have promised a client with nobody booked to do it, which is the failure this whole product exists to prevent. It only looks forward: yesterday's unassigned job is a different problem and does not appear.

Client Requests

This card is not always there. It appears only when a client has asked for a clean through their portal and nobody has dealt with it yet, and it disappears the moment the last one is handled. An account with the portal switched off will never see it.

The heading carries a broom and a count. Each row shows what they asked for, then the client name and the date they would like, then a Convert to Job button that carries the request into the schedule as a real booking.

Accepted Quotes

Like Client Requests, this card is not always there. It appears once one or more quotes have moved to Accepted since you last opened Quotes — whether you marked one accepted yourself or a client accepted it themselves from the link in their quote email — and it disappears again the moment you visit that screen. How a client accepts a quote by email, and how they can decline one with a reason instead, is covered in full in Quoting for work.

The same "not yet looked at" count also shows as a small badge on the Quotes item in the sidebar, and both clear together — there is one count behind them, not two figures that can drift apart.

Unbilled Work

Another card that only shows itself when it has something to say: completed jobs that have never made it onto an invoice. It reads the count, their combined value, and how many days the oldest one has been sitting uninvoiced — then goes away entirely once every finished job has been billed, rather than sitting there reading a false "£0".

The oldest-unbilled-job figure is not exclusive to the dashboard: it is folded into the Billable Work stat on Invoicing as well, as a small "· oldest N days ago" addition, so the number you see here is the same one you see when you go and act on it.

This card is yours alone — nothing a cleaner sees. The same count, value and oldest-age figures also go out in the morning's Daily Briefing email, the one that otherwise just lists a cleaner's jobs for the day: on an owner's copy it carries this line as well, and it is left out of everyone else's.

Compliance Score

A number out of 100 in a ring, with a sentence beside it, and a Health & Safety button in the corner. The sub-line says where it comes from: "Live from your incidents, audits and risk assessments". It is not a separate calculation. The card imports the same arithmetic the Health & Safety page runs, so the two can never disagree.

The ring shows the figure on its own, coloured by band: good at 90 or more, warn from 70, and bad below that. Beside it, one of three verdicts.

Compliance sits below the day's work rather than above it, and that placement is deliberate. It is a standing figure that moves about once a month and needs no decision from you today, so it reads after the things that do.

Quick Actions and Recent Activity

The bottom row is a narrow card of links on the left and a timeline on the right. Quick Actions is exactly what it says, four rows with no cleverness behind them, headed "Jump directly to common tasks".

Recent Activity is the last five jobs your team has marked as done, newest first, drawn as a timeline with a dot and a connecting line. Each row gives the job, then "Clean completed by" and the cleaner's name in bold, then a timestamp.

The timestamp is written to be unambiguous, because this list is not filtered by date. Something finished today shows a bare clock time. Yesterday shows "Yesterday 14:32". Anything older carries its date, as "12 Aug 14:32". A job with no timestamp at all gets none rather than printing nonsense.

The dot on the left of each row changes colour once the job has been billed, so a glance down the column tells you what is still to invoice. The Create Invoice button appears on the rows that have not been, and takes you to Invoicing. When there is nothing yet the card says "No recent activity" and "Completed jobs will appear here once your team starts checking in."