The FieldPulse Dashboard is the central hub for dispatchers, managers, and administrators. This article describes the layout, navigation elements, and primary functions accessible from this view.
Dashboard Layout
Upon logging in, the dashboard displays the following sections:
- Top Navigation Bar — Contains the Search field, Notifications bell icon, and Account menu.
- Left Sidebar — Primary navigation menu with expandable sections for Work Orders, Scheduling, Team, Customers, Inventory, and Reports.
- Main Content Area — Displays the selected view, such as the Dispatch Board or Work Order List.
- Right Panel (collapsible) — Contextual details and quick actions for selected items.
Left Sidebar Navigation
The sidebar organizes functionality into logical groups:
| Menu Item | Functions |
|---|---|
| Dashboard | Return to main dashboard view |
| Work Orders | Create, view, and manage work orders; access templates |
| Scheduling | Open Dispatch Board, Team Calendar, and route tools |
| Team | Manage technicians, roles, and availability |
| Customers | Customer records, service history, and communication |
| Inventory | Parts catalog, stock levels, and alerts |
| Reports | Access all reporting tools |
| Settings | Account configuration, user roles, and integrations |
Click any menu item to expand its submenu, or click the arrow icon to collapse.
Global Search
The Search bar in the top navigation accepts queries for:
- Work order numbers
- Customer names or addresses
- Technician names
- Part numbers (when Inventory scope is selected)
Results populate in a dropdown with categorized matches. Press Enter to view full results.
Notifications and Account
The Notifications bell displays system alerts, customer notification failures, and SLA breaches. The Account menu provides access to profile settings, security options, and logout.
Customizing the Dashboard View
Dispatchers may configure which widgets appear on their dashboard. Select Customize Dashboard from the Account menu to toggle visibility of:
- Today's schedule summary
- Overdue work orders
- Unassigned jobs queue
- Technician status overview
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| G then W | Go to Work Orders |
| G then S | Go to Scheduling |
| / | Focus search bar |
| Esc | Close modal or panel |
See Also
- Setting Up Your First Work Order
- Quick Start Guide for Dispatchers
- Using the Dispatch Board
- Managing User Roles and Permissions