Dashboard
Upcoming Scheduled Jobs
What the Upcoming Scheduled Jobs table shows on the Dashboard and how to use it as a quick check on work due soon.
This table is the short list of active jobs that are coming up soon. It is there to give you a quick operational scan from the Dashboard without replacing the planner or the full Jobs list.
How Rows Are Chosen
- Active jobs only: The table only shows active jobs.
- Date window: It looks ahead from today into roughly the next month.
- Due or Next Due: Work Planner uses whichever of those dates is available for the row.
- Limit: The Dashboard shows a short list rather than every matching job, so this is best treated as a quick sample of what is coming up.
What Each Column Means
- Reference: The internal job reference, if one has been set.
- Customer: The customer name or company tied to the job.
- Service: The service attached to that job.
- Due Date: The current due date Work Planner is using for the row.
- Price: The total charge value shown for that job, including VAT where relevant.
When This Widget Helps
- Morning check: Useful for spotting whether the next stretch of work looks sensible before you move deeper into planning.
- Business overview: In a multi-business setup, it gives a fast sense of the upcoming workload across the selected businesses.
- Not a full planner: If you need to move, reschedule, or assign work, switch into the planner or the Jobs list rather than relying on this table alone.
Related articles
- Dashboard Overview: Covers the widget in the wider page context.
- Business and Date Filtering: Useful when the business selection is what changes the rows you see here.
- Jobs List: The right next step when one of these upcoming jobs needs investigating properly.
- Creating a Job from the Dashboard: Useful when the dashboard shows a gap in upcoming work and you need to add a new job.