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Each time you land on the Homepage, you get a quick overview of how your work orders, proposals, and invoices are progressing, which allows you to monitor the current situation and identify areas of work that may require prompt action. You can filter metrics by client and creation date.

Info

All of the metrics on the panel are clickable once the value is equal or more than 1. Click on a metric to navigate to the corresponding page with filters applied.

Video showing an example of applying filters to the proposals list

Work Orders

The Work Orders panel allows you to understand which work orders require attention based on priority and status. Work orders are divided into 4 sections:

Confirmation Required work orders
Pending Arrival work orders
Work orders In Progress
Work orders requiring clients’ Review

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title	Expand this section to learn more about statuses on the Work Orders panel.

Confirmation Required Status

The Confirmation Required status reflects the total number of open work orders, including the number that have missed the scheduled date (no-show) and the number at each priority level. Clicking on a number navigates you to the Work Orders List, with the corresponding status and priority applied.

Here is the list of metrics and their definitions:

Metric
Total number	The number of all work orders that are in the Open status not filtered by priorities.
No-Show	The number of all Open work orders that have missed the scheduled date.
Less than 8 hours	The number of Open work orders that need to be completed in less than 8 hours.
The 8-24 hours work order priority	The number of Open work orders that need to be completed from 8 to 24 hours.
The 24-48 hours work order priority	The number of Open work orders that need to be completed from 24 to 48 hours.
The 48+ hours work order priority	The number of Open work orders that need to be completed in more than 48 hours.

Pending Arrival Status

The Pending Arrival status shows the number of the work orders that you are potentially or actually late to arrive on-site. Clicking on a number navigates you to the Work Orders List, with the corresponding statuses and scheduled date applied.

Here is the list of metrics and their definitions:

Metric
Total number	The number of work orders with In Progress / Dispatch Confirmed statuses and on which your technicians have not checked in yet.
Late (Over 1 day)	The number of the In Progress work orders with missed scheduled dates over 1 day.
On their way (1 day away)	The number of the In Progress work orders that are 1 day till the scheduled date expires.

In Progress Status

The In Progress status shows the number of the work orders on which the technicians started working (checked in). Clicking a number navigates you to the Work Orders List, with the corresponding statuses applied.

Here is the list of metrics and their definitions:

Metric
Total number	The number of all work orders with the In Progress status on which you have started working.
On-Site	The number of the In Progress work orders with the On-Site extended status.
No action in 7 days	The number of the In Progress work orders on which you have not taken action for 7 days. No action means: No Attachments added No Status changes No Extended Status changes No Note added Completed and Canceled work orders are not included.
Return Required	The number of the rest In Progress work orders with the Unsatisfactory extended status.

Review Status

The Review status shows the number of the work orders that require your return or still waiting to hear back from clients. Clicking on a number navigates you to the Work Orders List, with the corresponding statuses applied.

Here is the list of metrics and their definitions:

Metric
Total number	The overall number of the work orders that require clients’ review or your return except for Canceled and No Charge work orders.
Pending Review (Need Clients’ review)	The number of the Completed work orders that are waiting for clients’ confirmation.
Unsatisfactory (Work not accepted by Client)	The number of the Completed work orders that clients are not satisfied with.

Proposals

On the Proposals panel, you can view the number of proposals and RFP(s) divided by statuses. Clicking a number under a certain proposal status leads you to the Proposals List, with filters applied correspondingly.

Proposals on the Homepage are divided into:

(Proposal) Requested (RFP)
Open Proposals
Waiting Review Proposals
Approved Proposals
Rejected Proposals

Picture showing the proposals panel on the provider homepage

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Status
(Proposal) Requested (RFP)	Requests for proposal (RFPs) submitted by your clients for which you have not created proposals yet. Click the metric to navigate to the RFPs List and create proposals for RFPs.
Open	Proposals sent to your clients on which they have not taken action yet.
Waiting Review	Proposals that your clients placed on hold as requiring further review.
Approved	Proposals approved by your clients.
Rejected	Proposals rejected by your clients.

Invoices

Reviewing the Invoices panel, you will see the invoices that require your attention. Clicking a number under a certain invoice status directs you to the Invoices List. It shows you the invoices with the selected status.

The Invoices panel has the following statuses:

Invoice Requested work orders
Open invoices
Waiting Review invoices
Approved invoices
Rejected invoices

Picture showing the invoices panel on the provider homepage

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Status
(Invoice) Requested Work Orders	Work orders in the Completed or Completed/Confirmed status you need to create invoices for. Click the metric to get to the Work Orders List and submit invoices.
Open	Invoices sent to your clients on which they have not taken action.
Waiting Review	Invoices that your clients placed on hold as requiring further review.
Approved	Invoices approved by your clients.
Rejected	Invoices rejected by your clients.

Read the next article in this series: Filtering Metrics on the Homepage.

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Versions Compared

Old Version 1

New Version 2

Key

Work Orders

Confirmation Required Status

Pending Arrival Status

In Progress Status

Review Status

Proposals

Invoices