Find your next task in SAM

The dashboard gives you a starting point for the workshop's activity. What you can see depends on your role, permissions and plan. Financial figures can be withheld even when operational figures are available.

Start your day

1. Open Dashboard and check the selected date range before interpreting its figures.
2. Review work waiting for attention, appointments, ongoing work and completed vehicles awaiting the next step.
3. Open the relevant record from an available dashboard link, or use its list in the sidebar.
4. Review your notifications. Open the linked item before deciding whether it still needs action; its status may have changed since the notification was created.

Use the sidebar

• Operations — Work Orders, Job Orders, Service Bookings, Estimates and Invoices.
• Customers — Customer and vehicle records.
• Workshop — Labour Tasks, Service Packages, Job Templates, Bay Board, PM Board, Fleet and Insurance Claims.
• Inventory — Products, stock, suppliers, purchases and parts requests.
• Finance — Money movements, expenses, income and supplier payments.
• Reports — Detailed operational and financial views.
• Configuration — Employees, access, company details and connected services.

Technicians have a My Work section containing My Dashboard, My Tasks, Parts Requests and Time Log. The User Guide link is available independently of the operational permissions.

Search a list

Open the correct list, use Search and any available status or date filters, then check the pagination controls. Clear the filters before concluding that a record is missing. A product, customer or employee picker may require you to type before it returns matches.

What happens next

Opening a record shows its current state and available actions. A dashboard count is a summary, not permission to approve, invoice or pay the items behind it.

Troubleshooting

If a number differs from a report, compare the date range and what the two screens count. Work dates, invoice dates and payment dates represent different events. Do not treat an unavailable figure as zero.

Related articles

• Workshop and sales reports
• Roles and permissions