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Getting StartedDashboard Overview

Dashboard Overview

The Tallie dashboard is your command center for managing your contracting business. This guide walks you through each section so you can find what you need quickly.

What You’ll Learn

  • How to navigate the sidebar and main menu
  • What each dashboard widget shows you
  • How to customize your dashboard layout
  • Quick actions for common tasks

Step-by-Step Guide

The Sidebar

The sidebar on the left is your main navigation. On mobile, tap the menu icon to open it.

Main Navigation:

  • Dashboard - Your business overview (you are here)
  • Chat with Tallie - Start or continue AI conversations

Pages:

  • Estimates - Proposals you’ve created and sent to clients
  • Jobs - Active and completed jobs with scheduling, crew, and change orders
  • Invoices - Bills sent to clients and payment tracking
  • Clients - Your customer contact list
  • Schedule - Calendar view of your jobs and appointments
  • Financials - Revenue, expenses, and business performance

Growth (Pro feature):

At the top of the sidebar, click the Tallie logo to return to the dashboard from anywhere.

The Header Bar

The header bar across the top includes:

  • Menu toggle - Show/hide the sidebar
  • Search - Find estimates, jobs, clients, and more
  • Activity - Recent actions across your account
  • Notifications - Alerts for approvals, payments, and updates
  • Profile - Your account settings and sign out

Dashboard Widgets

Your dashboard displays several widgets showing your business at a glance:

Quick Actions

Three buttons for the most common tasks:

  • New Estimate - Create an estimate (AI or manual)
  • New Job - Start a new job (from an estimate or standalone)
  • New Client - Add a contact to your list

Today’s Schedule

Shows your appointments and jobs scheduled for today. Click any item to view details.

Stats Overview

Four key metrics about your business:

  • Active Jobs - Jobs currently in progress
  • Draft Estimates - Proposals you haven’t sent yet
  • Pending Invoices - Bills awaiting payment
  • Total Revenue - Your earnings (visible to account owners)

Revenue Card

A summary of your financial performance. Shows your earnings over time.

Recent Activity

The latest updates across your account, organized by tab:

  • Jobs - Jobs started, scheduled, or completed
  • Estimates - Estimates created, sent, or approved
  • Invoices - Invoices sent, paid, or overdue

Customizing Your Dashboard

On desktop, you can rearrange dashboard widgets:

  1. Click the Customize button in the top right
  2. Drag and drop widgets to reorder them
  3. Click Done when finished

Your layout is saved automatically.

The Estimates Page

Navigate to Estimates to see all your proposals:

Stats at the top show:

  • Total Estimates
  • Total Value
  • Sent (awaiting response)
  • Approved (ready to create a job)

Filter estimates by status:

  • All
  • Draft
  • Sent
  • Approved

Each estimate shows:

  • Estimate number
  • Description
  • Work type
  • Status
  • Number of line items
  • Total value
  • Date created

Click any estimate to view details, edit, or send.

The Jobs Page

Navigate to Jobs to manage your work:

Each job includes:

  • Job details and description
  • Linked estimate (if created from one)
  • Scheduled dates and assigned crew
  • Change orders for scope adjustments
  • Invoices created from the job
  • Files and photos
  • Notes

Jobs are where the actual work gets tracked. Create a job from an approved estimate, or start one standalone. Schedule it, assign your crew, track progress, and mark it complete when the work is done.

The Clients Page

Navigate to Clients to manage your contacts:

Store for each client:

  • Name and company
  • Email and phone
  • Multiple addresses
  • Notes
  • History of estimates and invoices

The Schedule Page

Navigate to Schedule to view your calendar:

  • See appointments by day, week, or month
  • Add new events
  • Track job schedules
  • Set reminders

Tips

  • Use keyboard shortcuts - Press / to open search from anywhere
  • Pin important items - Frequently accessed jobs can be pinned for quick access
  • Check notifications daily - Don’t miss client approvals or payment alerts
  • Review stats weekly - Track your draft estimates and convert them to sent proposals
  • Customize for your workflow - Arrange dashboard widgets to match how you work

Mobile Navigation

On phones and tablets:

  • Tap the hamburger menu (three lines) to open the sidebar
  • The sidebar slides in from the left
  • Tap outside the sidebar or the X to close it
  • All features work the same as desktop
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