The **Manager dashboard** is the office hub for planning field work, reviewing load, and configuring the module.

**Menu:** Field service → **Manager dashboard**  
## What’s on the dashboard

| Tab | Purpose |
|-----|---------|
| **Overview** | Calendar, filters (technician, service type, customer), work-sheet analytics |
| **Backlog** | Jobs waiting to be planned |
| **Time off** | Approve technician absences (when used) |
| **Settings** | Pricing, sheet workflow, map starts, access, terms |

From the calendar you can plan a visit: the planning dialog opens, including technician suggestions. See [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions).

## Settings — General

**Settings → General**

Changes mainly apply to **new** work sheets.

### Pricing

- **Call-out fee (€)**
- **On-site hourly rate (€)**
- **KM rate (€/km)**

These are defaults for new works / sheets.

### Billing

- **Call-out fee up to (hours)**  
  If time on site is below this threshold, billing typically uses the **call-out only**. If more time is used, **hours** are billed instead (not both on the same rule).

### Tasks

- **Reminder before due date (days)** — how many days ahead task reminders fire.

### Work sheet statuses (workflow)

Controls how technicians vs managers finish a sheet.

1. **Technician role group** — which role group are technicians.
2. **Technician final status** — how far a technician may take a sheet (e.g. Submitted). **Completed** stays with managers.
3. **Who can set Completed** — pick role groups. If none are selected, anyone who can edit work sheets may set Completed.

### Materials

- **Warehouse materials on the sheet**  
  When on: the technician describes materials in free text; the manager later links the line to a stock product. Stock is deducted when status is **Completed**.

### Email

- **Acts copy email** — when a work sheet or handover act is emailed to the customer, a copy always goes here.

### Work short descriptions

Configure the short-description options shown on the sheet (e.g. Install, Repair, Maintenance). Add more options when work types change. They link the type of work performed.

## Settings — Service map

**Settings → Service map**

Configure **Operations map** start and end points:

- company address / base
- extra offices or bases
- end point (e.g. garage) if vehicles return at day end  
  or **no end point** — route ends at the last job

Without proper addresses, routes cannot be calculated accurately.

## Settings — Access

**Settings → Access** (permission required)

1. Create or pick **role groups**.
2. Grant field-service areas (worker terminal, acts, equipment, etc.).
3. Attach employees to groups.

This separates technician and manager menus.

## Settings — Warranty terms

If you have permission, manage handover / warranty text used on documents.

## Office tips

- Set pricing and call-out rules before the first invoice.
- Agree: technician takes the sheet to **Submitted**; manager sets **Completed**.
- Fill map start points before daily use of the Operations map.
- Add skills on worker profiles — otherwise suggestions stay weak. See [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions).

## Related guides

- [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions)
- [Works](https://help.flowbyte.ee/hc/wiki/articles/works)
- [Operations map](https://help.flowbyte.ee/hc/wiki/articles/operations-map)
- [Work sheets](https://help.flowbyte.ee/hc/wiki/articles/work-sheets)