Understanding the Dashboard

Stat cards, alerts, activity feed, and quick actions — everything you need at a glance.

Stat cards

Six stat cards display real-time counts pulled from your account. Cards with live issues — "Awaiting Signature" and "Waste Held" — are highlighted in a contrasting border colour and show an animated pulse dot. A thin progress bar under the count shows the proportion relative to your total notes. The "Unpaid Invoices" card also shows the total outstanding value in pounds. The "Drivers" card is visible to account owners only.

Dashboard

Good morning

Total Notes

Awaiting Signature

Saved Clients

Waste Held

Unpaid Invoices

Drivers

Dashboard Alerts

Below the stat cards, a red-bordered alert strip appears whenever there are actionable issues. Each alert shows an icon, a plain-English message, and a "View" link. Three alert types are shown: open chain gaps (waste held with no follow-on transfer), deferred-party notes (notes waiting for an unknown party to be identified), and permits expiring within 30 days.

Upcoming collections

A full-width panel shows up to six collections scheduled for the current week. Each entry displays the collection type (transfer run or standard), client name, site, and scheduled time. Dates are shown as "Today", "Tomorrow", or the day and date. Click any collection to view its details. If no collections are scheduled, a link to create a new schedule is shown.

Weekly notes chart

A compact bar chart shows the number of notes created per week over the last eight weeks. Hover over any bar to see the exact count. This gives you a quick visual trend of your note volume — useful for spotting busy periods or dips in activity.

Activity feed

The left panel in the lower section shows your last 15 account events in reverse chronological order: notes created, completed, clients added, invoices sent, and more. Each item shows the event type, entity reference, and timestamp.

Clients panel

The right panel shows your four most recently added clients. Each row shows the client name, role, and carrier registration if set. Click any row to go to that client's detail page. "Add" opens the new client form; "Manage" goes to the full clients list.

Sidebar alerts

The sidebar includes an "items need attention" indicator that shows a count of urgent items across your account. Click it to see a breakdown: open waste chains (notes where chain_status is open or waste_status is stored), pending signatures, overdue invoices, expiring permits, fleet alerts, and open safety incidents. Each alert type shows a colour-coded badge — red for critical, amber for warnings. The alerts respect your enabled modules, so disabled modules do not generate alerts. The open waste chains count matches the dashboard Waste Held stat card, so both views always show the same number.

Waste Held alerts require action

A non-zero "Waste Held" count means you have waste sitting in your custody without a follow-on transfer note. This is a Duty of Care compliance risk. Click the card or the chain gap alert to view affected notes.

Licence expiry card

The dashboard includes a Licence Expiry card that reads from your profile. Keep your carrier registration expiry date up to date in Settings so you see timely reminders.

Common Mistakes

• Dismissing Dashboard Alerts without resolving them — open chain gaps and deferred-party notes create compliance risk.

• Assuming "Awaiting Signature" notes are complete — notes need both signatures to be legally valid under the Duty of Care.

Field Reference

Field	Required	Description
Total Notes	No	Count of all notes (draft + complete) in your account.
Awaiting Signature	No	Notes with status pending_signature. Shown with alert styling when non-zero.
Saved Clients	No	Total number of client records in your account.
Waste Held	No	Complete notes where chain_status is open or waste_status is stored — waste that has been collected but not yet transferred on. Shown with alert styling when non-zero.
Unpaid Invoices	No	Count of invoices with status "sent" or "overdue", plus total value.
Drivers	No	Active driver team members. Visible to account owners only.