Understanding the Dashboard

The dashboard is the main operational screen in BayWise Scheduler. It is designed to give a workshop controller or service advisor a complete picture of the day — at a glance, without walking the floor.

This guide explains every element on the dashboard and what to do with the information it shows.

Dashboard layout

The dashboard has four main sections:

┌─────────────────────────────────────────────┐
│  Header bar: date selector, live clock      │
├─────────────────────────────────────────────┤
│  Metric cards: today's key numbers          │
├──────────────────────────────┬──────────────┤
│                              │  Tech status │
│  Calendar grid               │  board       │
│                              │              │
├──────────────────────────────┴──────────────┤
│  Job list (bottom strip)                    │
└─────────────────────────────────────────────┘

Header bar

The header bar shows:

• Date selector — click to move to a different day. The selected date controls what the calendar grid and job list display. Past days are read-only.
• Live clock — current time in the workshop’s timezone. Useful for comparing against promised completion times.
• Location name — the currently active location. If you work across multiple locations, switch here before making any changes.

Metric cards

The metric cards at the top of the dashboard give a snapshot of today’s operational health. Each card updates in real time. The four cards are:

Revenue Efficiency

This card focuses on the financial productivity of your bays and technicians.

• Revenue per Bay — how much revenue each bay is generating for the selected date
• Utilisation % — the ratio of productive time to total attendance time. This is a productivity/attendance ratio, not a bay-hours figure
• Idle Capacity — estimated lost revenue from bays that are available but not in use
• Bay idle warnings — flags when a specific bay has been idle beyond a configurable threshold
• Tech workload imbalance flags — highlights when work is unevenly distributed across technicians (e.g., one technician has three active jobs while another has none)

Promise Health

This card tracks whether the workshop is meeting its customer commitments.

• On Track — jobs where remaining work fits within the time left before the promised delivery
• At Risk — jobs where the remaining work exceeds the available time before the promise deadline
• Breached — jobs that have passed their promised deadline, or where the promise time was modified after the original commitment
• Urgent actions — a list of overdue jobs that need immediate attention, surfaced as actionable items

Day Projection / Actuals / Scheduled

This card changes its display depending on the selected date:

Recommendations

This card shows AI-driven suggestions to help the controller make better operational decisions in real time. Up to three recommendations are displayed at any time, each with an impact score indicating the estimated benefit of acting on it.

Common recommendation types include:

• Bay assignment suggestions (e.g., move a job to an idle bay to reduce wait time)
• Technician workload balancing (e.g., reassign a job from an overloaded technician to one with capacity)
• Promise deadline actions (e.g., notify a customer proactively because a job is trending late)

Calendar grid

The calendar grid is the core scheduling view. It shows the full day as a time-based layout.

How to read it:

• Rows — each row is one bay (e.g., Bay 1 — Service, Bay 3 — Spray Booth)
• Columns — time runs left to right across the top, in 30-minute or 1-hour increments
• Job cards — coloured rectangles placed in the grid. Each card shows the job name, service type, and assigned technician. The card’s position shows when the job is scheduled; its width shows how long it is expected to take.
• Blocked zones — grey areas represent break times or outside operating hours. Jobs cannot be scheduled here.

Colour coding:

Job cards are colour-coded by service category:

• Blue — Maintenance
• Orange — Repair
• Purple — Body Work
• Green — Diagnostic
• Teal — Finishing

Date navigation:

• Today — live, fully editable. Changes take effect immediately.
• Past days — read-only. You can view what happened but cannot edit jobs.
• Future days — fully editable. Schedule ahead as far as needed.

Drag and drop:

• Drag a job card horizontally to move it to a different time slot on the same bay
• Drag a job card vertically to move it to a different bay
• Right-click or long-press a job card to reassign the technician or change other details

Technician status board

The panel on the right side of the dashboard shows every active technician and their current status:

Use this board to spot:

• Technicians who are available but unassigned (clocked in, no active step, no next job) — find them work
• Technicians who have been Working on the same step for significantly longer than the estimated duration — check if something is blocking them

Job list

The job list runs along the bottom of the dashboard. It shows all jobs for the selected day.

Filtering: Use the tabs to filter by phase (All, Planning, Production, Quality, Completion) or by status.

Job cards in the list: Each row shows:

• Vehicle make and model
• Customer name
• Assigned bay and technician
• Current status
• Scheduled vs. actual time
• Promise time (when the customer expects the vehicle)

Click any job to open the full job detail panel, where you can update status, reassign resources, view step progress, or add notes.

Common questions

Why is a day showing as read-only? Past dates are read-only to preserve the operational record. If you need to correct something from a past day, contact your account owner.

The utilisation percentage seems low — why? Utilisation is calculated against your configured operating hours. If a bay is in maintenance or a technician is on day off, that reduces available capacity, which can lower the utilisation figure. Check the Bays and Techs tabs if the number seems unexpectedly low.

A job card is missing from the calendar but showing in the job list. The job may not have a bay or time assigned yet. Jobs in the “Waiting Decision” or “Waiting Parts” status often appear in the job list but not on the calendar until they are fully scheduled.

Related pages

• Use the Calendar Grid
• Track Job Progress
• Close the Day
• Dashboard Metrics Glossary