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Dashboard 2.0 is a faster, more interactive experience for store employees. With this upgrade your team can:
- enter work orders faster using Keyword Search and find work orders faster with Work Order Search.
- get to the root of the problem with Guided Troubleshooting and save on costs for minor issues using Problem Solved and AnalyticsAnalytics.
- review providers while rating their work with Star Ratings and get richer provider feedback with Custom Feedback Questions.
Watch the overview on Dashboard 2.0 below.
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Getting Started with Your Upgrade
Dashboard 2.0 gives users a smoother, faster interface to enter and find work orders. This page will help you understand these better so you can work with your Customer Success Manager to upgrade your locations' work order creation experience.
Below, see how basic navigation works, and how to brand your dashboard with your own logos, images, and colors.
Basic Navigation
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Branding Your Dashboard
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Converting Your Issue List
We will take your existing Issue List and convert it into the new Issue List with Guided Troubleshooting template. Your fields will remain the same, but it will now have the flexibility to add more interactive questions, decision trees, and rich media. Your Customer Success Manager will help you with this task.
Key Features in Dashboard 2.0
Let's take a look at some of the features that are in Dashboard 2.0:
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What's Next?
Gather your logo and branded image, and contact your Customer Success Manager to etch out a customized upgrade plan.
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