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Agenda Dashboard πŸ—“οΈ

Your dashboard is now your agenda β€” switch between calendar and list views, filter trips and tasks, and jump to any date in one click.

Your dashboard now opens straight into your agenda. No more scrolling past summary cards to find what’s happening β€” the moment you log in, you see your confirmed trips and upcoming tasks, ready to filter, browse, and act on. We rebuilt it around one idea: the first thing you see should be the work in front of you.

Calendar or List, Your Call πŸ”€

Two ways to read your week

  • A new Calendar / List toggle lets you flip between the visual month, week, and day grid and a clean, sortable list β€” instantly, without losing your place
  • The list view mirrors your Trips table exactly: trip title, contact, dates, status, amount, and payment progress, all in one scannable row
  • It adapts to whatever you’re looking at β€” a single day, a week, a month, or a rolling 7, 30, or 90-day window

One Navigator for Any Date 🧭

Jump anywhere, fast

  • A single date pill puts back, forward, and a dropdown into one tidy control β€” step through months, weeks, or days with the arrows
  • Pick Today, This week, This month, Next month, or a rolling range, and the view follows automatically
  • Today is always one click away β€” no more hunting for the current date

Filter Down to What Matters 🎯

See only what you need

  • A new Filters panel lets you show just trips, just tasks, or both β€” and narrow trips by Paid or Unpaid so outstanding balances jump straight out
  • An Active badge surfaces the trips currently under way, right when you need eyes on them
  • Filter chips show exactly what’s applied, with a one-tap Reset to clear everything

Why This Matters

Your dashboard is no longer a summary you glance at β€” it’s the place you actually run your day from. Whether you think in calendars or lists, you can see every trip and task at once, zero in on unpaid balances or active trips, and move to any date without digging. Less scrolling, fewer clicks, and a clearer picture of what needs your attention right now.

Make every trip easier to sell.

Create better proposals, keep your team aligned, and grow your agency β€” all in one place.