AI Powered Customer Dashboard

Introduction

The AI (Artificial Intelligence) Powered Customer Dashboard is a marketplace feature available through the Customer Portal, which gives Joblogic’s customer’s customers a clear, real-time overview of their activity with the service provider.

This dashboard presents key data on jobs, quotes, invoices, PPM (planned preventative maintenance) contracts and more in an interactive, visual format, including AI generated summaries that help spot trends, highlight issues and summarise performance at a glance.

It’s ideal for customers who want regular updates but don’t want to have to chase or dig through multiple pages. Everything is in one place, refreshed in real time and tailored to the sites and accounts that customer portal users have access to.

Note: The dashboard is a Marketplace App feature which must be enabled for use of the feature.

This user guide is intended for customer portal users and will take you through the main aspects to be aware of and general use of the dashboard.

Purpose of the Feature

The AI Powered Customer Dashboard was built to give our customers the ability to give their customers more clarity, with less effort.

Rather than digging through job lists or waiting on updates, customer portal users get a visual, data-driven summary of key activity, right from the portal home screen. It’s designed to surface what matters most: recent progress, outstanding actions and meaningful patterns that help them stay informed and take action where needed.

By providing quick, accessible insights and reducing reliance on manual reporting, the dashboard supports stronger, more transparent working relationships, all while freeing up both sets of teams from day-to-day update requests.

Accessing the Dashboard

Where to find it

The AI-Powered Customer Dashboard can be accessed by any Customer Portal users who have been given permission to use it from their service provider.

To access:

1. Log into the Customer Portal using your credentials.

2. From the main navigation, select the “Dashboards” drop down and click the ‘Customer Portal Dashboard’ option.

Dashboard Overview

Layout and sections

The dashboard is split into two main sections; a ‘WIP Dashboard’ page and an ‘Insights’ page.

Each can be viewed by selecting their respective tab.

Each tab is then made up of a variety of visual aids that allow you to quickly and easily identify certain aspects of data and trends. These include:

Visual Stat (statistic) Cards: Key headline figures for jobs, quotes, invoices and PPM contracts.

And detailed trend graphs and tables: showing various patterns and categorised data for your work items such as ‘Scheduled Jobs with SLA’s’ (service level agreements) and ‘Job Volume Trends’.

Clicking each Stat card and trend graph or table directs you to a ‘direct data view’ for that visual aid, displaying all of it’s applicable items.

Example when clicking the ‘Outstanding Invoices’ stat card:

Example when clicking the ‘Scheduled Jobs with SLA’s’ trend table

AI Summaries

The dashboard provides an ‘AI Summaries’ feature within applicable areas.

What are AI Summaries?

AI Summaries are smart, auto-generated overviews that help Customer Portal users quickly understand what’s been happening across their jobs quotes and other items without needing to analyse rows of data.

Using AI technology, the system scans the most recent activity (typically from the last 30 days) and generates a plain-English summary that highlights:

• Totals and volumes

• Key changes since the previous period

• Patterns or trends (e.g. increases in reactive jobs or outstanding quotes)

• Common issues or statuses

• Overall performance context

These summaries update daily and are personalised based on the data that you are allowed to view, giving you relevant, digestible insights at a glance.

How to view an AI summary

These are present on the WIP Dashboard and can be selected as appropriate via each sat card’s AI summary icon.

Upon selecting the icon, the dashboard will create a summary of the applicable stat card’s data for you.

Ai Summaries are also generated when selecting the chosen stat card to view it’s direct data view.

Other General Functions

Item Definitions

Each Stat card and trend table has an ‘Info’ icon explaining what it shows/what it is intended to help with.

Filters

The dashboard can be filtered per customer and site depending on what ones the customer portal user has access to by using the applicable customer and site filters.

Direct Links

Items referenced within a stat card or trend table are directly linked and can be navigated to via their applicable redirect icon.

Creating Items

Customer portal users can log jobs and create new sites for their account via the dashboard screen without needing to navigate away from any data being used within the dashboard.

Exporting Data

Many of the stat card and trend tables and the data within them can be exported to csv via their applicable ‘3 dots’ icon > export > review the data > export.

FAQs

Q: What is the AI-Powered Customer Dashboard?
A: It’s a smart, visual overview designed to give you instant insights into your ongoing work including job activity, quote statuses, and other key updates, without needing to request reports or make follow-up calls.

Q: I don’t see the dashboard when I log in
A: Your service provider may not have enabled the AI Dashboard for your account. Please contact them directly for access.

Q: Can multiple users from the same organisation access this?
A: Yes, as long as each user has portal access and the dashboard is enabled, they can use it independently from their customer portal account.

Q: What type of information does the dashboard show me?
A: The dashboard shows details and trends of your current and completed jobs, quotes, invoices, PPM contracts and key site-based activity. You’ll also see AI generated summaries that highlight key details or upcoming actions.

Q: Do I need to do anything to access the dashboard?
A: No. As long as your service provider has this feature enabled, the tab will appear automatically when you log in to your Customer Portal. There’s no setup required on your side.

Q: How often is the dashboard information updated?
A: It updates automatically, based on real-time activity from your provider. As jobs are completed or invoices raised, you’ll see those updates reflected in the dashboard.

Q: Will I see data from other customers?
A: No. The dashboard is unique to your company. You’ll only ever see data related to your own sites, jobs, and interactions with your service provider.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date stated above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.