Work through the Needs your attention list

The Needs your attention card on the dashboard lists late money, slipping work and customers waiting on you, most urgent first.

The Needs your attention card on the dashboard puts what needs doing in one list. Each row opens the list where you handle it.

Step 1: Open Dashboard from the main menu.
Step 2: In Needs your attention, tap the top row. The most urgent rows come first.
Step 3: Handle the items on the page that opens, then come back to the dashboard.

A row only shows while there is something in it. When nothing is left, the card says You're all caught up.

What each row means

Invoices past due: sent invoices past their due date that still have money owed.
Autopay charges failed: a saved card or bank charge didn't go through, so the invoice went to the customer by email instead.
Jobs past the scheduled date: mark them complete or reschedule them.
Weather may stop visits tomorrow: tomorrow's visits with a weather warning. Check the forecast and warn the customer.
New requests waiting: requests still marked new. See Work a request.
Customers asked for quote changes: revise the quote and send it again.
Unread messages from customers.
Quotes expiring within 3 days: quotes still waiting on an answer that are about to expire.
Visits done but not billed: visits on a repeating service that bills after each visit. Use Bill now on the job.
Completed jobs not invoiced. See Create and send an invoice.
Jobs not on the calendar: pick a day so the crew and the customer know. See Schedule a job.
Documents waiting for a signature.
Repeating services on autopay with no card on file: open the customer's page and click Email set-up link. See Set up autopay.

Good to know: Rows only show for areas you can open. Someone without access to invoices won't see the invoice rows.