Setup and use Quick Stats

The information displayed in the Quick Stats is based on your Home Office/Branch; listed on your profile.

Quick Stats available options

Below is an example of the options that are available. 

The options listed below will vary based on your custom Job Status setup.  

• Job Status setup

Note: A Job must use one of the Job Statuses to be displayed.  If a Job Status isn't listed, then it doesn't have any Jobs with that specific status.

Change Home Office

1. Click on Account & Settings
2. Click on your Name
   
   
   
   
3. Select the appropriate Home Office from the dropdown menu
   1. If you don't see the Office/Branch you are looking for then please contact your Admin.
      
      
      
      
4. Click the Save button.
   1. You have to log out for the changes to be applied.
      
      
      
      
5. Click Account & Settings
6. Click Log Out
   
   
   
   
7. Log back in and the Quick Stats will show the data for that Branch.