Your dashboard

Open HiTradies and the first thing you see is Home — a dashboard that pulls together what needs your attention, how your setup's coming along, and where your money's sitting, so you don't have to go hunting for any of it across separate pages. It's worth knowing what's on this screen, because a lot of your day-to-day traffic starts here rather than on a particular list.

What needs your attention

Home lists everything currently waiting on you under a Needs attention heading. Rather than opening every module in turn to check whether anything needs you, Home does that checking up front and puts it in one place.

When there's nothing pending, the heading doesn't sit there as an empty box — it settles into a plain, calm line telling you there's nothing outstanding right now. An all-clear day doesn't look like something's missing or broken; it's simply telling you there's nothing to do.

Each item carries a count, and that count matches the total you'll find on the page it takes you to. So if something shows a count of three, following it through lands you on a page showing those same three items — it's a shortcut into the real list, not a separate figure of its own.

Setting up your account

A brand-new account's Home screen is given over almost entirely to getting set up. A Welcome to HiTradies checklist fills the screen, counting off seven things worth doing — "0 of 7 completed" to start — in place of the money summary or needs-attention heading you'll see later.

Once you've got some work into the system — a client, a quote, a job — that full-screen checklist condenses down to a single Finish setting up line: a progress count (for example "3 of 7 done") sitting above the rest of Home, alongside whichever one item is worth doing next. That's the version you'll live with day to day. The checklist is a guide to what's worth sorting out, not a promise you'll tick off all seven — treat it as such rather than a target to clear. For the fuller list of what's worth setting up early on, see First steps.

Your summary tiles

Further down, a row of tiles gives you a snapshot of your money — dollar figures grouped so you can see where things stand at a glance rather than adding it all up yourself from separate lists.

One of these is headed Owed to you — what clients currently owe you, grouped into ageing bands so you can see not just how much is outstanding but how long it's been sitting there. Seeing it broken down this way, rather than as one lump total, makes it easier to tell what's simply not due yet from what's actually worth a follow-up call. The longer an amount's aged, the more it's worth chasing.