All updates
Dashboard

What needs you today

The dashboard has a new "Needs your attention" table — every inspection with something open on it, one row each, showing the single most urgent thing and linking straight to where you fix it.

Your dashboard has always been good at telling you what is coming up and what you made. It has never been good at telling you what you owe someone.

That information existed — it was just scattered one inspection at a time. A booking request only showed up if you opened that job. A draft was a badge on the inspections list. Outstanding Balances gave you a number with no way to find out which job it belonged to. And a report PDF that failed to generate did not show up anywhere at all.

One table, one row per job

Between the revenue cards and Upcoming Inspections there is now a Needs your attention table. Every inspection with something open on it gets exactly one row, showing the single most urgent thing and linking straight to the stage that resolves it.

One row per job, not one per problem. A job that is both overdue and unpaid shows you the overdue report; the unpaid balance surfaces on its own once you have published. The list stays a worklist instead of becoming a wall.

What it catches

Clients waiting on you

  • A booking request to confirm or decline
  • A client who asked you to pick the time instead
  • A draft that still needs client details before its report can be published

Report work

  • An inspection whose date has passed with the report still unpublished
  • A report PDF that failed to generate

Money and paperwork

  • A payment that was declined
  • A published report that has not been paid for
  • An agreement you sent that the client has not signed — which matters, because an unsigned agreement locks them out of the report

Scheduling

  • A job with no date on it at all
  • Attendees who were emailed a time that has changed since, and are now holding the wrong one

That last one is the one that was easiest to miss entirely. If you reschedule a job after telling everyone when to show up, nothing used to say so unless you opened that inspection.

What it deliberately does not do

An unsigned agreement for a job three weeks out is normal, not a task — it waits until the job is close. A job with a booking link out with the client is waiting on them, not on you. And attendees with no email address on file are not something you can act on, so they are left alone.

When you have nothing open, the table is not there at all.