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Navigating the Dashboard

The Dashboard is your home screen in FlowForth. It gives you a real-time overview of your routes, activities, and progress for the day or week.

View Modes​

The Dashboard supports two view modes, toggled from the top of the page:

  • Daily View — Shows all routes and activities for a single day.
  • Weekly View — Shows aggregated routes and activities across a 7-day period.

Calendar Control​

Use the calendar control at the top of the Dashboard to navigate between dates:

  • Date picker — Click to open an inline calendar and jump to any date.
  • Previous / Next buttons — Step forward or backward by one day (daily view) or one week (weekly view).
  • Today button — Quickly jump back to today's date.

The currently selected date is displayed in the header.

Key Metrics​

The Dashboard highlights key metrics to help you track progress:

  • Completion progress — Shows how many activities have been completed out of the total (e.g., "5 of 10 completed") with a visual progress bar.
  • Activity status counts — See how many activities are scheduled, in progress, and completed.
  • Travel statistics (weekly view) — Total travel time (in minutes) and distance (in kilometers) per day.
  • Weekly overview — Total routes, completed activities, and a breakdown by day.

Route Selector​

Your routes appear as cards on the Dashboard. You can:

  • Toggle routes to show or hide their activities.
  • See activity count per route at a glance.
  • The first route is selected automatically when you load the page.

Activity List​

Activities are displayed in a list, organized by:

  • Route in daily view.
  • Day in weekly view, with color-coded day headers.

Each activity card shows:

  • Status badge — Pending/Scheduled, In Progress, or Completed.
  • Sequence order — The order of the activity within the route.
  • Client name and location.
  • Start time.
  • Tags with custom colors.
  • Travel time and distance from the previous activity.

Route Notes​

If a planner has attached a note to a route, it appears as a labeled callout alongside that route on the Dashboard — in both the daily route view and the weekly list. The note is a message from the planner to the team member(s) working the route, such as a gate code, parking instructions, or a reminder for the day.

Notes preserve line breaks, so multi-line instructions display exactly as they were entered. Routes without a note show nothing — there's no empty section or placeholder.

Planners add and edit these notes from the Route Planner.

Map Display​

The Dashboard includes a map showing:

  • Activity markers colored by status.
  • Route lines connecting activities in sequence.
  • Click on a marker to select and view details for that activity.

If you grant location access in your browser, the map also shows your current position and can calculate travel time and distance to your next incomplete activity. A Navigate button opens Google Maps with directions.

Employee Filter (Administrators Only)​

If you're an administrator, a dropdown at the top of the Dashboard lets you view another team member's routes. This is useful for monitoring your team's progress. Your selection is remembered between sessions.

Choose All employees in the dropdown to see every route for the day at once. The map plots every assigned location and colors each route by its assigned employee so you can see overlap or coverage gaps at a glance. A legend above the map and a colored dot on each route chip show which color belongs to which employee. Click any chip — or any route in the summary list — to drill into a single route and use the regular daily-view controls.

Ready for Work Filtering​

If your organization has the "Only show Ready for Work routes on dashboard" setting enabled, the dashboard only displays activities that belong to routes marked as Ready for Work. Routes still being planned are hidden from worker dashboards until a planner marks them as ready in the Route Planner.

Activities that are not assigned to any route are always shown, regardless of this setting.

info

This is an organization-level setting configured by administrators. See Organization Settings for details.

Cancelled Activities​

Cancelled activities are hidden by default on the Dashboard. They do not appear in the activity list, map markers, or calendar entries. Use the "Show cancelled" toggle to reveal them when needed. When shown, cancelled activities appear with muted styling and a "Cancelled" badge.

Quick Actions​

From the Dashboard, you can:

  • Mark activities as completed or uncompleted.
  • Navigate to an activity's location via Google Maps.
  • View activity details by clicking on an activity card.

Most pages in FlowForth show a breadcrumb at the top, such as Home > Invoicing dashboard > INV-2026-0042 > Window wash. It records the pages you came through to get where you are, oldest first, and ends with the page you are on now. Click any earlier page in the breadcrumb to go straight back to it.

The breadcrumb replaces the old "← Back to …" links on the detail pages, so going back always works the same way.

How the trail works​

  • Following a link adds a step. When you open an activity from an invoice, the invoice is added to the breadcrumb and the activity becomes the current page.
  • Going back to a page already in the breadcrumb rewinds to it. If you open an invoice from an activity that you reached from that same invoice, the breadcrumb rewinds to the invoice instead of adding it again. The breadcrumb never repeats a page and never grows endlessly, however often you go back and forth.
  • Each page keeps its own breadcrumb. Your browser's Back and Forward buttons, and reloading the page, show the breadcrumb that belonged to that page.
  • A page you open directly (from the menu, a bookmark or a new tab) shows its standard location instead, for example Home > Activities > (activity title).
  • Long names are shortened, with the full name shown when you hover over them. On a phone, a long breadcrumb shows only the last two pages after a … button; tap … to show the rest.

Returning to where you were​

When you go back through the breadcrumb or with your browser's Back button, FlowForth puts you back where you left off:

  • The same scroll position on the page you return to.
  • Unsaved changes on a draft invoice. If you open an activity from an invoice you haven't saved yet, the selected client, the ticked activities, price and VAT overrides, extra lines, discount, notes, dates and payment method are all restored when you come back. Activities that were deleted or are no longer available in the meantime are left out rather than added back.
  • The same week and expanded clients on the Client Calendar.

Because the page reloads when you return, it also shows any changes you made while you were away. For example, an activity review you resolved no longer shows as needing review on the invoice.

note

Unsaved state is kept for your current browser tab and for about two hours. It is not shared with other tabs.

Following up an activity from an invoice​

Activity links on an invoice now open in the same tab. To follow up an activity that needs review:

  1. Open the invoice and click the arrow icon next to the activity.
  2. On the activity page, click Mark Resolved.
  3. A message appears with a Back to … button, for example Back to INV-2026-0042 (or Back to New invoice for an invoice you haven't saved yet). Click it to return to the invoice with your draft exactly as you left it.

The menu starts a fresh trail​

Choosing a page from the sidebar or the top menu starts a new breadcrumb, because you are starting a new task rather than continuing the previous one.

tip

To open a page in a new tab and keep your current page as it is, Ctrl+click (Cmd+click on a Mac) or middle-click a link. The new tab starts with its own fresh breadcrumb.

See also​

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