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Member DashboardDashboard Overview

Member Dashboard

The Member Dashboard is a streamlined view for team members. Focus on your assigned jobs, update status, and create estimates - all from a mobile-friendly interface.

What You’ll Learn

  • Navigating your daily schedule
  • Updating job status
  • Creating estimates in the field
  • Using the route view for navigation

Overview

When you log in as a team member, you see a simplified dashboard designed for field work:

  • Today’s jobs - What’s on your plate right now
  • Job timeline - Visual schedule for the day
  • Quick actions - Create estimates, update status
  • Route view - Map with driving directions

No admin clutter - just the tools you need to get work done.

Your Home Screen

Greeting and Date

At the top, you’ll see:

  • A personalized greeting based on time of day
  • Today’s date
  • Your progress (jobs completed / total)

Needs Attention

If any jobs require action, they appear in a banner:

  • In Progress - Jobs you’ve started but not finished
  • Overdue - Past-due jobs that need completion

Click Complete to mark items done, or tap the job for details.

View Modes

Toggle between two views:

Timeline View - Default view showing your day chronologically

  • Jobs appear in time order
  • See duration and location for each
  • Color-coded by status

Route View - Map-based view for driving

  • Jobs plotted on a map
  • Optimal route suggested
  • Click jobs to navigate

Working with Jobs

Job Cards

Each job shows:

  • Title - What the job is
  • Time - When you’re scheduled
  • Location - Where it is
  • Status - Current state (scheduled, in progress, completed)
  • Client info - Name and contact details

Updating Job Status

As you work, update your status:

  1. Open the job card
  2. Click the status badge
  3. Select the new status:
    • Scheduled - Not started yet
    • In Progress - Currently working
    • Completed - Work finished
    • Cancelled - Job cancelled

Status updates sync to the office in real-time.

”On My Way” Feature

Let clients know you’re coming:

  1. Find the job on your timeline
  2. Click On My Way
  3. Choose to send an SMS or email
  4. Client receives an ETA notification

Great for improving customer experience.

Job Details

Tap any job to see full details:

  • Project description
  • Special instructions
  • Client contact info
  • Files and photos
  • Notes from the office
  • Related estimate

Creating Estimates

Create estimates on-site without going back to the office:

From the Dashboard

  1. Click Create New Estimate in Quick Actions
  2. Choose AI or manual creation
  3. Describe the project (AI will help)
  4. Review and adjust line items
  5. Send to the client on the spot

From a Job

  1. Open the scheduled job
  2. Click Create Estimate
  3. The estimate pre-fills with job context
  4. Complete and send

Using AI in the Field

Tallie’s AI works on mobile:

“Bathroom remodel - new vanity, toilet, and tile floor. About 50 sq ft. Client wants mid-grade fixtures.”

Get a complete estimate in seconds, right from the job site.

Route View

Plan your day with the map view:

Viewing Your Route

  1. Toggle to Route view
  2. See all jobs plotted on a map
  3. Jobs are numbered by suggested order

Getting Directions

  1. Tap any job marker on the map
  2. Click Navigate
  3. Opens in your phone’s maps app (Google Maps, Apple Maps)

Optimized Routing

Tallie suggests an efficient route based on:

  • Job times
  • Locations
  • Traffic conditions

Saves time and fuel between jobs.

Your Schedule

Today vs. Full Schedule

  • Home screen shows today’s jobs
  • Click Full Schedule for the week/month view

Viewing Upcoming Work

Navigate to Schedule in the bottom menu:

  • Week view with all your assignments
  • Click any day to see details
  • Jobs appear with status indicators

Checking Past Work

Scroll back to see completed jobs:

  • Review what you’ve done
  • Check notes and photos
  • Reference for similar future work

Your Projects

View projects assigned to you:

  1. Navigate to Projects in the menu
  2. See all projects where you have scheduled work
  3. Tap for project details, files, and notes

Project Details

For each project you can see:

  • Project description
  • Client information
  • Related estimates
  • Files and photos
  • Job history

Your Estimates

View estimates you’ve created:

  1. Navigate to Estimates in the menu
  2. See your draft and sent estimates
  3. Track approval status

Estimate Actions

From your estimates list:

  • Edit draft estimates
  • Resend to clients
  • Check if viewed/signed
  • Convert to invoices (if permitted)

Notifications

Stay updated on what matters:

Push Notifications

Enable push notifications to receive:

  • New job assignments
  • Schedule changes
  • Client approvals
  • Messages from the office

In-App Notifications

Check the bell icon for:

  • Recent updates
  • Job reminders
  • System messages

Settings

Access your settings from the profile menu:

  • Profile - Your name and contact info
  • Notifications - What alerts you receive
  • Preferences - Default settings
  • Sign Out - Log out of your account

Mobile-First Design

The Member Dashboard is designed for phones:

  • Large touch targets - Easy to tap
  • Offline-capable - View schedule without internet
  • Fast loading - Works on slow connections
  • GPS integration - Seamless navigation

Tips for Field Success

  1. Check your schedule first thing - Know your day before you leave
  2. Update status as you work - Keeps the office informed
  3. Take photos - Document before, during, and after
  4. Add notes - Record important details while fresh
  5. Create estimates on-site - Strike while the iron is hot

Difference from Owner Dashboard

As a team member, you see a focused view:

FeatureOwner/AdminTeam Member
All clients✅❌
All projects✅Assigned only
Invoicing✅View only
Billing settings✅❌
Team management✅❌
Pipeline/Leads✅❌
ScheduleAll teamOwn jobs
Create estimates✅✅
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