Your Dashboard as a Technician

The four sections that matter

Your dashboard is your shift plan. My open work lists work orders assigned to you, sorted by priority and due date; the number on top is your queue. Today's schedule shows PMs scheduled for today on assets in your coverage area, pre-assigned automatically. Recent alerts surfaces equipment alarms or sensor faults on nearby assets. Quick scan opens your camera to scan an asset QR code and pull up its history, log work, or open a new work order.

How to plan your day

1. 01Open the dashboard and read My open work top to bottom.
2. 02Check Today's schedule for PMs.
3. 03Glance at Recent alerts for anything new since yesterday.
4. 04Plan a route through your facility that hits the highest-priority work first, batches PMs by zone, and minimizes back-and-forth.

If your queue is overwhelming, talk to your supervisor early; re-prioritization is a five-minute conversation, not a thirty-minute backlog at the end of the day.

Tips and stuck work

Filter by facility in the top right corner to scope everything to today's site. Mark a work order In progress when you start so your supervisor and teammates know you have it; forgetting this is the most common cause of duplicate effort. Use the assistant for handoff: tap the sparkle icon and ask it to summarize your open work for the night shift, then paste the result into a message to the next tech. If a work order sits On hold for more than a day, it is stuck, usually waiting on parts, access, or a decision. Comment on it with what you need, mention whoever can unblock it, and move on. Do not let stuck work pile up silently.

When you finish a job, follow completing work orders. Scanning assets is the single biggest time-saver in the field, and the dashboard also works from the mobile app.