Dashboard
The first screen after you sign in — what needs attention today, what is running, what is out for bid and where the money is, filtered to what your role may see.
The Dashboard is where every role lands after signing in, and where the Zaptiz logo at the top left takes you back to. It answers four questions: what needs attention, what is running, what is out for bid, and what has been received.
Opening the bare address construction.zaptiz.com while signed in also brings you here; the public home page is only shown to people who are signed out.
📷 Screenshot spot — the Dashboard for a Company Admin: Needs attention with two items, the KPI strip, and the Projects table
Save as static/img/screenshots/start-dashboard.png and replace this box with 
What is on it
| Panel | What it shows |
|---|---|
| Welcome, your name | The heading, with What is running, what is out for bid, and where the money is. |
| Needs attention | Problems across your projects, most urgent first. See below. |
| KPI strip | Live projects, Past their end date, and — depending on your role — Order book, Out for bid, Received and Unallocated. |
| Quotations lapsing within a fortnight | Sent quotations whose validity ends in the next 14 days, with lapsed on any already past. Shown only when there are some. |
| Projects — N running | Up to eight running projects: Code, Project, Client, Status, Ends (red if late, revised if the end date was extended), and Contract and Budget if you may see money. All projects opens the full list. |
| Contracts line | How many contracts are awarded or active, and their total value. |
| Workspaces | Shortcuts to the hubs your role can open. |
Click a project code to open the project.
Needs attention
Each row is one problem on one project, with a coloured stripe for its severity — critical, high, medium, low or info — and a count when several things of the same kind are stuck. The kinds of thing it raises:
- Budget — a project forecast over budget.
- Billing — an RA bill submitted days ago and still uncertified.
- Approvals — requests or reports pending approval for over two days.
- Change orders — variations waiting for the client's approval.
- Material — approved material not yet ordered but needed soon.
- Payments and Retention — money overdue, or retention due for release.
- Procurement — purchase orders overdue for delivery.
- Plant and Labour — breakdowns, idle machines, unapproved muster rolls.
- Contracts — a project close to the end of its defect liability period.
- Safety, Snags, Quality, Site diary — open critical events, overdue snags, failed inspections with no rework, missing DPRs.
Click a row to open the screen where it gets fixed. Ask AI on a row puts the question to the Assistant. The list refreshes every few minutes; updated … ago shows when.
You only see items your role can act on or read. A Store Keeper is not shown budget overruns; a Site Engineer is not shown overdue payments. When the list is empty it says Nothing needs attention.
What each KPI counts
| KPI | Counts |
|---|---|
| Live projects | Projects in progress. The hint gives the total on file. |
| Past their end date | Running projects past their end date (the revised one if extended) with no actual end recorded. |
| Order book | Contract value of every project not completed or cancelled. |
| Out for bid | Value of quotations in the Sent status, not counting revisions that were replaced. The hint gives how many. |
| Received | Payments received across all projects, leaving out bounced and cancelled ones. |
| Unallocated | Money received but not yet matched to an invoice. Appears only when there is some. |
Why your Dashboard looks different
The page is the same for everyone; the server removes what your role may not see.
- Money. Without the financial permissions, the Order book KPI and the Contract and Budget columns disappear. A Site Engineer sees projects, dates and statuses only. See Roles and permissions.
- Projects. A Company Admin sees every project. Everyone else sees only the projects they are on the team of.
- Quotations and payments. Out for bid needs access to quotations; Received and Unallocated need access to payments.
If the Projects panel says No projects yet and you expected some, you are probably not on any project team yet. Ask your project manager or Company Admin to add you on the project's Team page.
Related
- Getting around — the sidebar, hubs and search.
- Daily briefing — the same picture as a morning summary.
- Projects overview — the full project list and workspace.