The dashboard

The dashboard is the Home tab on your phone and Dashboard in the sidebar on a computer.

Outstanding

The big number at the top is Outstanding: the total of all invoices with the status Sent — invoices you've sent that haven't been marked paid. Under it you'll see how many invoices are awaiting payment.

Two buttons sit under the total: Scan receipt and New trip.

The three tiles

• Active trips — trips you haven't invoiced yet. Tap to open Trips, filtered to Active.
• Unpaid invoices — invoices with the status Sent. Tap to open Invoices on the Sent tab.
• Receipts to review — receipts still Pending (uploaded but not approved). Tap to open Receipts, filtered to Pending. See Review, approve, or reject a receipt.

Get started

Until you've made your first invoice, the dashboard shows a Get started card with three numbered steps that tick off as you go ("1 of 3 done"):

1. Start a trip — client, tail number, dates, and day rate. You can add the client right there.
2. Scan a receipt — opens the scanner on your newest trip, so the receipt lands on that trip.
3. Create your first invoice.

Below them, under Optional, before you send, are any of these you haven't done:

• Add your mailing address — it prints on your invoices, with your phone.
• Upload your W-9 — so you can attach it to an invoice.
• Add payment details — generates a payment info sheet for your invoices.

Once the three steps are done, the card is titled Finish setting up and lists only the optional items left. After your first invoice, only Add your mailing address can still appear (if it's missing). The card disappears when nothing is left. Tap the X to hide it on that device.

Recent trips and invoices

Below, you'll see your five most recent trips and invoices with their status. Tap See all to open the full list. A brand-new account instead shows Welcome to CrewRoo! with a Start Your First Trip button.