The Job Dashboard is the central hub for managing all of your jobs in Onroute. Here is a guide to every element on the dashboard:
- Jobs — View all jobs in a list format.
- Calendar — View jobs in a calendar layout to see scheduled dates at a glance.
- Messages Dashboard — Access all messages sent and received across jobs.
- Assign Account Manager — Assign an account manager to one or more jobs.
- Bulk Messaging — Send SMS or email messages to multiple customers at once.
- View Tasks — See all tasks associated with your jobs.
- Search — Search for jobs by customer name, address, or reference number.
- Add a New Customer — Create a new customer record and job.
- Import Jobs — Import jobs from a spreadsheet or CSV file.
- Automations — Configure automated emails and SMS messages triggered by job events.
- Settings — Access dashboard settings and preferences.
- Sort By — Sort the job list by different fields (e.g. date, status, customer name).
- Sort By Ascending/Descending — Toggle the sort order between ascending and descending.
- Job Status — Each job displays a status icon indicating its current state.
Job Status Icons
| Icon | Status |
|---|---|
| Green circle with tick | Completed |
| Green circle with inner circle | Abandoned |
| Green empty circle | Scheduled |
| Grey circle with square | Cancelled |
| Grey circle with pause | On Hold |
| Red circle with cross | Failed |
- Job Information Preview — Click on a job to see a quick preview of the job details without opening the full record.
- Filters — Filter the job list by status, date range, account manager, or other criteria.
- Map — View all jobs on an interactive map.
- Jobs Slipping Away — Highlights jobs that may need attention (e.g. overdue or at risk).
- Export Jobs — Export the current job list to a spreadsheet or CSV file.
Need help? Contact support@onroute.io for assistance.