Help Center

Track the business

Use the dashboard work queue

See what needs attention when you open AurenWell.

3 min
Dashboard showing outstanding invoices, revenue, work queue, and activity

How it works

The dashboard is the fastest way to decide what to do next. It highlights overdue invoices, revenue, open work, and recent activity.

Steps

  1. 1

    Open Dashboard after signing in.

  2. 2

    Review the outstanding invoice card to understand what needs follow-up.

  3. 3

    Use the revenue cards to see current paid and billed amounts.

  4. 4

    Work through the queue tabs for overdue invoices, estimates, contracts, and tasks.

  5. 5

    Open Activity to review recent invoice, estimate, contract, and payment events.

Good to know

  • The dashboard changes as your records change.
  • The work queue is designed for daily follow-up, not deep reporting.
  • Reports are better for month-end review.